Equinix, the world's largest data-center operator, ties its buildout of hyperscale capacity directly to demand it links explicitly to the adoption of AI. Its capital expenditure in the quarter ended 30 June 2026 reached Equinix's Q2 2026 capital expenditures: $1.578 billion, up 59.6% year-over-year
Equinix's capital spending was $1,578 million in the quarter, up from $989 million a year earlier: $872 million in the Americas, $442 million in EMEA and $264 million in Asia-Pacific. The company says enterprises are moving IT infrastructure into third-party data centres, a shift accelerated by hybrid multi-cloud and the adoption of AI, and that it builds new sites for twice the power and cooling of earlier ones.
Verified 2026-09-08
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The largest data-centre landlord is spending more to build, and it says AI demand is the reason.
More on Capital
- While Amazon, Microsoft, Meta, Alphabet and Oracle have all sharply increased AI capital spending, Apple's cash paid for property, plant and equipment in the nine months to 27 June 2026 actually fell, to Apple's nine-month capex of $6.8 billion, down 28% from $9.47 billion a year earlier
- A Brookings Papers draft by Columbia's Stijn Van Nieuwerburgh projects that the US AI build-out of 2025 to 2032 will absorb, every year, 3.63% of GDP, versus 2.24% for the railroads of 1870–1890
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