DATA CENTRE STRATEGY
The global data centre sector is experiencing an unprecedented investment surge as AI fundamentally reforges the world’ s digital infrastructure. From hyperscale campuses in the US to high-density sites in Asia and new capacity clusters in Europe, billions of dollars are being channelled into facilities capable of meeting surging AI workloads, high-performance computing( HPC) needs and evolving digital ecosystems.
This momentum is underpinned by demand for new data centre capabilities: higher rack densities, advanced cooling, rapid expansion, and – above all – the ability to run and train large-scale AI models.
Leading investors, technology providers and analysts agree this is an inflection point.
As 2025 unfolds, all signs indicate data centre investments will not merely continue but accelerate exponentially.
Record investment and a new strategic focus Among major operators, Equinix stands out for its ambition and scale. The company is increasing capital expenditure and targeting rapid growth across all regions.
“ We had a strong first half of 2025, achieving robust bookings and strong financial results – further indication that our strategy is meeting the opportunity,” said Adaire Fox-Martin, CEO and President of Equinix, in the company’ s Second-Quarter 2025 Results.
“ Looking ahead to the next six months, we are confident in Equinix’ s trajectory and the strength of our distinct and resilient market position.
“ We believe we continue to stand apart with a powerful combination of differentiators: our diverse and carrier-neutral ecosystems, rich interconnection capability and unparalleled global presence in key metros position us exceptionally well to deliver continued value to our customers, growth to our business and returns for our shareholders.”
Equinix’ s results are reflective of a broader trend across the industry: capital expenditures among colocation and
72 October 2025