How Equinix has found a niche in the multitrillion-dollar AI data center boom
Equinix carves out a defensible niche in the data-center land grab — partnering with Nvidia and Together AI to corner open-model inference at scale.
Why it matters
As hyperscalers and new cloud entrants race to build AI capacity, a neutral-host data-center player is positioning itself as the infrastructure layer for enterprises standardizing on open models. This signals a shift in how compute gets deployed and who controls the economics.
The key facts
9 to knowEquinix partners with Nvidia and Together AI on open-model inference deal
Focus on enterprise customers running open-weight models
Positions Equinix as neutral-host infrastructure play in multitrillion-dollar AI data center buildout
Open models (vs. proprietary) as a wedge for infrastructure players
Deal announced September 2026
Nvidia announced new data center deal with Equinix and Together AI
Deal targets enterprise customers with open-model inference
Partnership positions Equinix in open-model inference segment vs. proprietary model providers
Multitrillion-dollar AI data center market context
Go to the source
CNBC Technologycnbc.com
Publisher excerpt: Nvidia announced a new data center deal with Equinix and Together AI on Wednesday to help enterprise customers with open-model inference.