Financial PerformanceEQIX continues to benefit from healthy pricing with higher MRR/cabinet in all regions and global MRR/cabinet up +7%.
Growth And ExpansionEQIX improved its US market positioning by acquiring land/power for a multi-hundred MW campus in Atlanta.
Leadership And StrategyNew CEO Adaire Fox-Martin outlined several positives including broader demand profile and more meaningful long term upside from AI, significant commitment to hybrid and multi-cloud solutions, and early traction in inferencing type workloads.