Billionaires Like These 2 AI Data Center Stocks
📈 Equinix (EQIX) was ranked second among AI data center stocks favored by billionaire-led hedge funds in Q2 2026.
🤝 The company is deepening its strategic partnership with NVIDIA to support AI inference workloads.
🏢 As a major global REIT, Equinix rents out critical data center space and connectivity to server-housing clients.
📊 EQIX benefits from the projected doubling of global data center electricity usage by 2030 driven by AI demand.
💰 Insider Monkey analysts view Equinix as having massive upside potential compared to peers like Vertiv.
Bullish Signals
- Equinix was selected as a top AI data center stock by 27 billionaire-led hedge funds in Q2 2026, up from 26 in the prior quarter.
- The company is deepening its strategic partnership with NVIDIA to accelerate AI inference capabilities.
- Analysts view Equinix as having massive upside potential relative to other AI infrastructure stocks.
Full Analysis
Equinix (NASDAQ:EQIX) was identified as a top AI data center stock by billionaire-led hedge funds in the second quarter of 2026. The company saw its stake held by 27 such funds increase from 26 in the first quarter, placing it second only to Vertiv Holdings on the list of favored names. Equinix operates as a major global Real Estate Investment Trust (REIT) specializing in renting data center space and connectivity infrastructure to enterprises requiring server housing.
The article highlights Equinix's strategic positioning within the AI boom, noting its deepening partnership with NVIDIA for AI inference capabilities. While the text focuses heavily on competitor Vertiv regarding specific financial metrics like revenue growth and valuation multiples, it explicitly links Equinix to the accelerating demand for AI infrastructure through this high-profile collaboration.
Equinix is presented as a key beneficiary of the broader trend where data center electricity consumption is projected to double globally by 2030. The narrative suggests that while Vertiv faces valuation concerns, Equinix offers significant upside potential alongside other top picks in the AI sector, serving as a critical infrastructure play for companies expanding their server footprints.
