How activist Elliott could use its data center know-how to amplify returns at Equinix
1. Elliott Investment Management has increased its stake in Equinix. 2. Equinix announced higher capital expenditures, alarming short-term investors. 3. Record bookings driven by AI and hyperscaler demand support long-term viability. 4. Improved communication about capex and AI strategy could benefit Equinix’s growth. 5. Equinix's margin target is conservative compared to peers like Digital Reality Trust.