Equinix, NVIDIA & Together AI Accelerate Enterprise AI Inference
Equinix, Inc. EQIX has expanded its longtime collaboration with NVIDIA and announced a new collaboration with Together AI to deliver Equinix Inference Exchange, a distributed AI inference program for global enterprises. The offering combines NVIDIA Enterprise Reference Architectures, Together AI’s inference platform and Equinix’s global infrastructure to improve deployment speed, flexibility and cost efficiency as enterprises move AI workloads from experimentation to production.
The initiative addresses a growing challenge for enterprises as AI scales across models, cloud providers and geographies, determining where inference should run. As enterprise AI moves into production, inference increasingly needs to run closer to users, data and applications it serves. This requires enterprises to balance performance, cost and governance while deciding where AI infrastructure runs and how it connects to dependent workloads. Equinix Inference Exchange will provide secure, low-latency connectivity to clouds, networks and AI providers through Equinix Fabric.
Equinix’s global footprint provides the infrastructure foundation for the solution. The company has more than 280 data centers across 77 metros, 230 cloud on-ramps and more than 10,500 businesses interconnected on its neutral exchange. Eight of the top 10 AI model providers and nine of the top 10 AI cloud providers have deployed with Equinix, reinforcing its position within the AI ecosystem.
Under the three-layer model, Equinix will provide power, advanced cooling, operational support and connectivity. NVIDIA will provide its Enterprise Reference Architectures and AI infrastructure designed to maximize AI factory throughput and minimize token cost. Together AI will operate the platform, which supports more than 200 open-source models, with multitenant deployments for shared efficiency and dedicated single-tenant environments requiring dedicated capacity.
Equinix Inference Exchange is designed to support metro-edge inference, open-model migration and sovereign AI. For regulated industries or specific geographies, it will enable AI workloads to run in locations that support data residency and sovereignty requirements while maintaining control over where data and inference are processed. Equinix expects Inference Exchange to become available in the first quarter of 2027.
Conclusion
Equinix Inference Exchange strengthens EQIX’s positioning in enterprise AI by extending its global interconnection ecosystem into distributed inference. The initiative aligns with rising AI-related demand, record interconnection additions and broad-based bookings momentum, reinforcing Equinix’s role as critical infrastructure for increasingly distributed workloads.
Although the service is not expected to become available until the first quarter of 2027 and Equinix has not disclosed financial targets for the offering, Inference Exchange could provide an additional growth opportunity as enterprises increasingly move AI workloads from experimentation into production.
In the past six months, shares of this Zacks Rank #3 (Hold) company have gained 4.8% against the industry’s 1.8% decline.
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Stocks to Consider
Some better-ranked stocks from the broader REIT sector are Digital Realty Trust DLR and Welltower WELL, each carrying a Zacks Rank #2 (Buy) at present. You can see the complete list of today’s Zacks #1 Rank (Strong Buy) stocks here.
The Zacks Consensus Estimate for DLR’s 2026 FFO per share is pinned at $8.40. This indicates year-over-year growth of 13.67%.
The Zacks Consensus Estimate for WELL’s 2026 FFO per share is pegged at $6.40. This calls for a year-over-year increase of 20.98%.
Note: Anything related to earnings presented in this write-up represents funds from operations (FFO), a widely used metric to gauge the performance of REITs.
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