Equinix (EQIX) TD Cowen 12th Annual Communications Infrastructure Summit summary

Conference overview

• The session was a fireside chat at TD Cowen's 12th Annual Communications Infrastructure Summit, featuring an executive responsible for global operations and data center development.

• The discussion included forward-looking statements and referenced multi-year planning horizons for data center expansion.

Expansion strategy and project pipeline

• Over 50 projects are currently in flight across 33 global markets, with another 50 in planning or development stages.

• Planning now targets delivery as far out as 2028–2029, with land and power banking strategies to secure future capacity.

• 80% of capital expenditure is focused on the top 25 data center markets, which are also the most power-constrained.

Power and supply chain management

• Site selection now prioritizes power availability before land acquisition, reversing previous industry norms.

• Transmission and distribution, not generation, are the main bottlenecks for power delivery.

• Long-term planning and phased expansions at existing sites help manage power constraints and ensure project delivery.