How activist Elliott could use its data center know-how to amplify returns at Equinix

1. Elliott Investment Management recently increased its position in Equinix. 2. Equinix's capex projections raised concerns but indicate growth potential. 3. Company forecasted a drop in AFFO to 5-9% next year. 4. Equinix's interconnected data centers serve hyperscalers and AI demands. 5. Market reaction indicates need for better communication from Equinix.