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Equinix
Equinix (EQIX) investor relations material
Equinix TD Cowen 12th Annual Communications Infrastructure Summit summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.TD Cowen 12th Annual Communications Infrastructure Summit summary11 Aug, 2026
Conference overview
The session was a fireside chat at TD Cowen's 12th Annual Communications Infrastructure Summit, featuring an executive responsible for global operations and data center development.
The discussion included forward-looking statements and referenced multi-year planning horizons for data center expansion.
Expansion strategy and project pipeline
Over 50 projects are currently in flight across 33 global markets, with another 50 in planning or development stages.
Planning now targets delivery as far out as 2028–2029, with land and power banking strategies to secure future capacity.
80% of capital expenditure is focused on the top 25 data center markets, which are also the most power-constrained.
Power and supply chain management
Site selection now prioritizes power availability before land acquisition, reversing previous industry norms.
Transmission and distribution, not generation, are the main bottlenecks for power delivery.
Long-term planning and phased expansions at existing sites help manage power constraints and ensure project delivery.
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Next Equinix earnings date
Q3 202628 Oct, 2026
Equinix
Next Equinix earnings date
Q3 202628 Oct, 2026
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