Equinix vs IBM
IBM is larger by market cap ($224.6B vs $101.9B). IBM reports higher tracked revenue ($67.5B vs $9.2B). Equinix's primary segment is Data Center REITs; IBM's is Hyperscalers.
Shared segment: AI & Data Center.
Side-by-side
| Equinix | IBM | |
|---|---|---|
| Market cap | $101.9B | $224.6B |
| Revenue | $9.2B (FY2025) | $67.5B (FY2025) |
| Primary segment | Data Center REITs | Hyperscalers |
| Market position | leader | major |
| Country | United States | United States |
| Tracked suppliers | 12 | 6 |
| Tracked customers | 7 | 1 |
| Chokepoint / criticality | 81/100 | 68/100 |
Market caps/revenue from the wafergraph dataset · data as of 2026-08-12. Criticality is a graph-derived chokepoint score (0–100). Coverage is partial; "Unpriced" means no reliable market cap.
How Equinix and IBM compare
- Size: IBM is the larger company by market cap.
- Revenue: IBM reports higher tracked revenue.
- Supply-chain criticality: Equinix has the higher chokepoint score (81/100 vs 68/100).
- Footprint: Equinix (United States) vs IBM (United States).