Key takeaways
- Equinix says smaller data centers may be less exposed to U.S. restrictions as scrutiny of AI infrastructure grows.
- About 53% of projected growth in the U.S. hyperscaler development pipeline is concentrated in states where newly elected governors could impose restrictions on data center construction.
- Equinix has increased capital spending from about $2 billion a few years ago to $7 billion, driven by growing customer demand, Adaggra said.
Equinix's enterprise data centers are typically smaller than the projects drawing U.S. regulatory scrutiny, according to Cyrus Adaggra, the firm's Asia-Pacific president. The company's capital spending has risen to $7 billion, while third-quarter annualized gross bookings jumped 35% from a year earlier.
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