Equinix Shares Climb After Launching AI Inference Service with Nvidia

Shares of Equinix (NASDAQ:EQIX) rose 2% in Wednesday trading after the data center giant announced a new distributed artificial intelligence program in collaboration with chipmaker Nvidia and platform provider Together AI.

New AI Service Unveiled

At its inaugural Horizon customer and partner event, Equinix launched the Equinix Inference Exchange. According to a company press release, the service is designed to optimize the speed, flexibility, and cost for enterprises deploying AI inference workloads, which involve running trained AI models to generate predictions or content.

The new offering integrates Nvidia's validated Enterprise Reference Architectures with Together AI's inference platform, all delivered through Equinix's global network of data centers. The platform will give enterprises access to data and users via the company's Equinix Fabric interconnection service.

Details of the Collaboration

The partnership assigns distinct roles to each company to create a comprehensive AI solution:

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• Equinix: Provides the core physical infrastructure, including power, cooling, and operational support across its more than 280 data centers.
• Nvidia: Supplies the foundational AI hardware and infrastructure through its Enterprise Reference Architectures.
• Together AI: Operates the software platform, which supports over 200 open-source models in both multitenant and dedicated single-tenant environments.

The service aims to support key enterprise use cases, including metro edge inference, migration of open-source models, and sovereign AI for regulated industries. The Equinix Inference Exchange is scheduled to become available in the first quarter of 2027.

Market Context

The announcement reinforces Equinix's strategic position in the rapidly growing AI infrastructure market. The company already hosts eight of the top 10 AI model providers and nine of the top 10 AI cloud platforms, making its ecosystem a critical hub for AI development and deployment. By offering a specialized inference service, Equinix is directly addressing a significant and resource-intensive component of the AI lifecycle, a move that was received positively by investors.