Equinix
Equinix is a leader in the AI & Data Center segment of the semiconductor & AI supply chain, headquartered in United States. Its key suppliers include Crusoe Energy, Vertiv, Schneider Electric. Its key customers include CoreWeave, Nebius Group, Oracle.
World's largest data-center and interconnection REIT.
- Ticker
- NASDAQ: EQIX
- Headquarters
- United States
- Revenue
- $9.2B (FY2025) · +5.4% YoY
- Net income
- $1.4B
- Operating margin
- 20.1%
- Market position
- leader
- Value-chain segment
- Data Center REITs
- Key products
- IBX data-center colocation, Equinix Fabric interconnection platform, Equinix Metal bare-metal cloud, Equinix AI data centers, Network Edge virtual network services
About Equinix
Equinix, headquartered in United States, operates in the Data Center REITs segment of the semiconductor & AI supply chain and is positioned as a market leader there. Its key products include IBX data-center colocation, Equinix Fabric interconnection platform, Equinix Metal bare-metal cloud, Equinix AI data centers, Network Edge virtual network services. wafergraph maps 12 tracked suppliers and 7 tracked customers for Equinix across the value chain. It has a supply-chain criticality score of 81/100, with 235 companies downstream of it.
Role in the chain
Equinix is a market leader in AI & Data Center (Data Center REITs), headquartered in United States. World's largest data-center and interconnection REIT.
Diligence questions
- The dataset records 12 tracked suppliers for Equinix. Which of those edges are researched (named in a filing or primary source) versus segment-inferred, and what happens if one of them stops shipping?
- 5 of Equinix's tracked suppliers are a monopoly or leader (including Bloom Energy, Delta Electronics, Digital Realty, Schneider Electric). Which of those are actually single-source for the process step you care about?
- The dataset names 7 tracked customers for Equinix. How concentrated is demand among those names, and which of them have a documented second source in this graph?
- Equinix is positioned as a leader in AI & Data Center. How replaceable is this vendor on the process step you are buying?
- Equinix is headquartered in United States. What jurisdiction, export-control or logistics risk sits at that HQ, versus at the fabs or plants the filings actually name?
- Equinix trades as NASDAQ:EQIX. What does the latest reported period say about capacity and backlog versus the graph position above?
Key products
- IBX data-center colocation
- Equinix Fabric interconnection platform
- Equinix Metal bare-metal cloud
- Equinix AI data centers
- Network Edge virtual network services
Suppliers
- Crusoe Energy · relationship
- Vertiv · relationship
- Schneider Electric · relationship
- Eaton · relationship
- Delta Electronics · relationship
- Digital Realty · relationship
- Bloom Energy · relationship
- Lite-On Technology · relationship
- nVent Electrical · relationship
- Munters Group · relationship
- Asetek · relationship
- Soluna Holdings · relationship
Customers
More AI & Data Center companies
Compare with
American Tower · Digital Realty · Iron Mountain · GDS Holdings · Keppel DC REIT · Alphabet (Google)
Sources
Open the interactive supply-chain view →
Cite as: wafergraph, “Equinix — supply chain, financials & market position”, https://wafergraph.com/company/equinix (data as of 2026-09-05).
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