Equinix
Scores out of 100 · Ranks within the 50-company cohort
Target date 2026-09-18
Target date 2027-09-18
Target date 2030-09-18
Our power thesis
We expect inference to increase the value of connected, powered locations near enterprise workloads. Compute access, interconnection, and operating controls give it breadth even without owning frontier models.
Four Forces breakdown
Each force uses the same fixed 0–100 scale. The strongest force and breadth of control determine the Power Score.
| Force | 2026 | 2027 | 2030 |
|---|---|---|---|
| Compute | 55 | 60 | 65 |
| Interface | 45 | 50 | 55 |
| Alignment | 35 | 40 | 50 |
| Energy | 65 | 70 | 75 |
Our forecast
Across our 2026–2030 view, the Power Score rises from 57.5 to 68.1; the rank moves from #41 to #32.
Compute 55 → 65; Interface 45 → 55; Alignment 35 → 50; Energy 65 → 75.
The thesis above explains our call. Rank can fall even when power grows if other companies gain faster.
What would change our mind
Inference stays concentrated inside hyperscalers rather than moving to distributed enterprise locations.
Research behind the judgment
Equinix’s September announcement describes enterprise AI inference with NVIDIA and Together AI.
- Enterprise AI inference announcement2026-09-02 · Accessed 2026-09-18
Sources inform the factual premises. Force scores, ranks, and forecasts are exmxc’s judgments as of this edition.