Equinix Raises 2026 Revenue Forecast on AI Demand

Data center operator Equinix has revised its 2026 revenue expectations upward, driven by strong AI-related demand and record bookings. The company noted that increasing needs for cloud computing and AI applications have significantly boosted demand for data center services. According to Equinix, recent record bookings have been a key factor supporting the company's growth momentum. Demand for high-performance computing infrastructure required for training and running AI models is rapidly filling data center capacity. Management raised previously announced revenue targets for fiscal 2026, emphasizing the ongoing impact of AI and digital transformation projects behind this optimistic outlook. With an expanding existing customer portfolio and new customer acquisitions, Equinix expects continued growth in the coming period. Analysts view this move as a reflection of positive sector sentiment, stating that AI investments will remain a long-term growth catalyst for data center operators. The company's strong booking data suggests it may outperform market expectations. This is not investment advice.