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Strategic AI-inference monetization could elevate long-term cash flow and multiple, especially as rollout nears; mitigated by execution and competitive risks in a rapidly evolving AI infra market.
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Equinix unveiled an AI-inference collaboration with Nvidia and Together AI, launching Equinix Inference Exchange in 1Q27 to run open-source models across multiple clouds; plus new Fabric One connectivity. The move positions Equinix to benefit from surging AI data-center demand and gigawatt-scale capacity shifts, though execution risk and competition from Digital Realty persist.
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