接下来我要谈谈 Equinix 这家公司，其股票代码为 EQIX。你可能想知道这与人工智能领域有何关联？Equinix 是全球最大的数据中心房地产投资信托基金。它在全球 75 个主要大都市市场拥有并运营着超过 270 个数据中心。
这家房地产基金服务于云服务提供商、企业，以及越来越多的人工智能工作负载。因此，他们本质上是在利用每个人工智能参与者都需要的物理房地产和连接基础设施。作为房地产投资信托基金（REIT），Equinix 通过出租数据中心容量产生经常性合同收入。
如你所见，他们拥有广泛的租户。他们主要作为人工智能基础设施领域的房地产所有者运营。而且他们在财务表现方面正以惊人的速度增长。第一季度营收同比增长 10%，达到 24 亿美元。第二季度营收达到 26 亿美元，同比增长 16%。
我想谈谈“xScale”项目。这是 Equinix 的合资项目，专门为超大规模和人工智能租户设计。在他们之前的合资企业中，他们与新加坡主权财富基金合作，以吸引外部资本，而不是完全用自己的资产负债表来融资。
今年第二季度，X-scale 合资企业在美洲签署了总容量为 134 兆瓦的新租约。仅弗吉尼亚州汉普顿的一笔租约就贡献了超过 1 亿美元的一次性费用。从更广泛的能源角度来看，Equinix 在公司层面控制着约 3 吉瓦的总规划开发土地面积。
他们目前约有 700 兆瓦在建。他们仍预计到 2029 年规划期结束时，总容量将剩余 2 吉瓦。这项计划中的资本扩张中，超过 80% 针对全球最大的 25 个大都市区域。这正是该公司已经与客户建立关系并享有设施和服务优先使用权的地方。
Equinix 还拥有一款名为“Fabric”的产品。本质上，该产品允许客户在其设施内与其他公司、云和网络进行私密、直接的连接。这是 Equinix 实现两位数百分比营收增长的来源。
Equinix 在全球已超过 50 万次互连。这是该行业中最大的数字。他们与 Cisco、Nvidia 和 Salesforce 等公司建立了合作伙伴关系。作为房地产投资信托基金，他们必须将至少 90% 的收入作为股息分配。
由于其增长率，他们继续增加季度利润。仅在 2026 年，他们就以两位数的百分点增加了这些利润。如果你喜欢投资房地产行业，并且也想接触数据中心热潮，Equinix 绝对值得考虑。
没有人确切知道哪个人工智能实验室或云巨头会赢得人工智能竞赛，而且我已经多次表示，我相信会有多个赢家的空间。但每个赢家都需要一个地方来放置他们的服务器，并直接连接到彼此的网络，而无需从头开始构建全新的基础设施，在我看来，这正是 Equinix 成为一家值得考虑的有吸引力的公司的原因。
So, I will talk about the company “ Equinix”, and its symbol is (EQIX). You might be wondering how this relates to the field of artificial intelligence? Well, Equinix is the world's largest real estate investment trust for data centers.
It owns and operates more than 270 data centers across 75 major metropolitan markets worldwide. This real estate fund serves cloud service providers, businesses, and increasingly, AI workloads.
So, they are essentially taking advantage of the physical real estate and connectivity infrastructure that every AI player needs . As a Real Estate Investment Trust (REIT), Equinix generates recurring contractual revenue from leasing data center capacity.
As you can see, they have a wide range of tenants. They primarily operate as real estate owners in the field of artificial intelligence infrastructure . And they are doing so at an astonishing rate of growth in terms of their financial performance.
First-quarter revenues grew by 10% year-on-year to reach $2.4 billion. Second quarter revenues reached $2.6 billion , a 16 % year-over-year increase. I want to talk about the " xScale" program.
It is Equinix's joint venture program specifically designed for hyperscale and artificial intelligence tenants. In one of their previous joint ventures, they partnered with Singapore's sovereign wealth fund to attract external capital, rather than funding everything from their own balance sheet.
In the second quarter of this year, the X-scale joint venture signed new lease contracts with a capacity of 134 megawatts in the Americas. There was one lease in Hampton, Virginia alone that contributed over $100 million in one-time fees.
Looking at the broader energy picture , Equinix controls approximately 3 gigawatts of the total land area planned for development at the company level. They currently have about 700 megawatts under construction.
They still expect to have 2 gigawatts of total capacity remaining by the end of their planning window of 2029. More than 80% of this planned capital expansion is targeted at the 25 largest global metropolitan areas.
This is where the company already has relationships with customers and enjoys prior access to facilities and services. Equinix also owns a product called "Fabric" . Essentially, this product allows customers to connect privately and directly with other companies, clouds, and networks within their facilities.
This is a source of double-digit percentage revenue growth for Equinix. Equinix has surpassed 500,000 interconnections worldwide. This is the largest number in this industry . They have partnerships with companies such as Cisco, Nvidia, and Salesforce.
As a real estate investment trust, they are required to distribute at least 90% of their income as dividends. They continue to increase their quarterly profits due to their growth rate.
They increased those profits by double percentage points in 2026 alone. It's an interesting business if you're a fan of investing in the real estate sector and also want to be exposed to the data center boom ; Equinix is definitely worth considering.
No one knows for sure which AI lab or cloud giant will win the AI race , and I have stated several times that I believe there is room for multiple winners. But each of them needs a place to put their servers and connect directly to each other's networks without building a completely new infrastructure from scratch, and that, in my opinion, is what makes Equinix an attractive company to consider.