What's the difference between American Tower and Equinix?

American Tower is a major in Data Center Operators (Colo) based in United States; Equinix is a leader in Data Center REITs based in United States. Both operate in the AI & Data Center segment.

Who are American Tower's and Equinix's suppliers?

wafergraph tracks 4 suppliers for American Tower and 12 for Equinix; Equinix's include Bloom Energy.

American Tower vs Equinix

American Tower's primary segment is Data Center Operators (Colo); Equinix's is Data Center REITs. Equinix is larger by market cap ($101.2B vs $75.6B). American Tower reports higher tracked revenue ($10.6B vs $9.2B).

Shared segment: AI & Data Center.

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Side-by-side

	American Tower	Equinix
Market cap	$75.6B	$101.2B
Revenue	$10.6B (FY2025)	$9.2B (FY2025)
Primary segment	Data Center Operators (Colo)	Data Center REITs
Market position	major	leader
Country	United States	United States
Tracked suppliers	4	12
Tracked customers	5	7
Chokepoint / criticality	8/100	81/100

Market caps/revenue from the wafergraph dataset · data as of 2026-10-04. Criticality is a graph-derived chokepoint score (0–100). Coverage is partial; "Unpriced" means no reliable market cap.

How American Tower and Equinix compare

Size: Equinix is the larger company by market cap.
Revenue: American Tower reports higher tracked revenue.
Supply-chain criticality: Equinix has the higher chokepoint score (81/100 vs 8/100).
Footprint: American Tower (United States) vs Equinix (United States).

Company hubs

American Tower · Equinix · AI & Data Center segment

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Cite as: wafergraph, “American Tower vs Equinix”, https://wafergraph.com/compare/american_tower-vs-equinix (data as of 2026-10-04).

Frequently asked questions3

Is American Tower bigger than Equinix?: Equinix is larger by market cap ($101.2B vs $75.6B).
What's the difference between American Tower and Equinix?: American Tower is a major in Data Center Operators (Colo) based in United States; Equinix is a leader in Data Center REITs based in United States. Both operate in the AI & Data Center segment.
Who are American Tower's and Equinix's suppliers?: wafergraph tracks 4 suppliers for American Tower and 12 for Equinix; Equinix's include Bloom Energy.