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EQUINIX HITS $100B MARKET CAP WITH NVIDIA AI DEAL

AI DESK1 MIN READ
THU, SEP 3, 2026

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Equinix, riding a 33% stock surge this year, has partnered with Nvidia to offer customers access to AI model deployment on the Together AI platform. The agreement marks the data center giant's latest move into the AI infrastructure space.

The partnership enables Equinix customers to run AI models through Together AI's platform, leveraging Nvidia's technology stack. The deal arrives as Equinix's market capitalization crossed the $100 billion threshold, reflecting investor appetite for data center operators positioned in the AI boom. Equinix operates a global network of interconnection data centers serving enterprises, cloud providers, and service providers. The company has strategically positioned itself to capitalize on rising demand for AI infrastructure and computing capacity. Together AI operates a platform for deploying open-source language models and AI applications. By integrating with Equinix's infrastructure, the platform gains access to the data center operator's extensive network and connectivity capabilities. Nvidia's involvement underscores the chipmaker's broader ecosystem strategy beyond GPU manufacturing. The company continues expanding partnerships across cloud and infrastructure providers to embed its technology deeper into AI workflows. Equinix's stock performance this year reflects broader market optimism around AI infrastructure investments. The company joins a growing list of infrastructure and cloud providers benefiting from enterprises' rush to deploy AI capabilities. The deal does not represent a wholesale pivot for Equinix but rather an incremental expansion of its service offerings. The company continues focusing on its core business of providing interconnection and colocation services while layering in AI-specific capabilities through partnerships. No financial terms were disclosed. Both companies have not provided specifics on timeline, deployment regions, or service pricing.

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