Equinix Inc (EQIX) — AI Analysis & Mentions

As a leading data center REIT, Equinix is well-positioned for AI/cloud expansion, with recurring revenue and pricing power. Analysts favor the company, and the secular shift toward data infrastructure bodes well for long-term returns despite short-term risks like energy and rates.

Equinix beat earnings expectations and raised its dividend for the 11th year in a row. Its business in digital infrastructure continues to accelerate, supporting both growth and increasing shareholder returns. The consistency reflects the sort of durable business Buffett admires.