Equinix ($EQIX) podcast mentions

Per Ticker.id: 10 Equinix ($EQIX) mentions across 5 podcasts (30 days) — timestamped, verifiable quotes, updated 2026-09-28.

1. So, um, I, I worked in the trench as a junior analyst for quite a bit of time. And, uh, I was a research associate and a junior working for a senior analyst. And then I did that for a number of years. Uh, I think it was about 4 years. And then I got tapped to take over data center infrastructure coverage, which included companies that at the time weren't even well known. They were Equinix and Digital Realty. I helped out on an IPO for, say, a company called Switch, Switch Inc.

   Sam Badri · The Real Eisman Playbook · What the AI Boom Looks Like From Inside Cisco with Sam Badri | The Real Eisman Playbook Ep 77 · 2026-09-28

2. Not a small number. That is massive. Okay. Um, so these things are, from a water perspective, are very efficient. Very efficient. And they can cycle out. So that was like— that's one form of community pushback. Um, There's all types of various community pushback points. Are we surprised to see this? No. I covered companies like Equinix and Digital Realty going back 7, 8 years ago, and this kind of like, "Not in my backyard," or this criticality of data centers, I used to hear about it back then. Today, the data centers are just much larger.

   Sam Badri · The Real Eisman Playbook · What the AI Boom Looks Like From Inside Cisco with Sam Badri | The Real Eisman Playbook Ep 77 · 2026-09-28

3. To let people understand, compared to the data centers that Digital and Equinix built, when you covered them, let's call it circa 2022, how much bigger are these data centers today? Just in terms of like physical size.

   Steve Eisman · The Real Eisman Playbook · What the AI Boom Looks Like From Inside Cisco with Sam Badri | The Real Eisman Playbook Ep 77 · 2026-09-28

4. And in every case, by the way, the number has grown every single time it's been reported for the last 12 quarters, with some fluctuation in the case of Amazon because of their logistics operations. But really, right now, it's only growing. Now, not everybody reports construction in progress, so that number doesn't include Microsoft, Fermi, Sharon, Equinix, Nebius, Poolside, private operators like Vantage, any of the sovereign AI buildouts in the Middle East or Europe, the private projects built for OpenAI and Anthropic, or any of Oracle or Meta's off-balance sheet construction projects, which were likely, I think, numbering in tens of billions of dollars. And because these are special purpose vehicles kept off of their balance sheet, that wouldn't be in construction in progress. Now, if I had to guess, the total construction in progress number is somewhere between $400 and $500 billion.

   Ed Zitron · Better Offline · Monologue: The AI Data Center Overbuild · 2026-09-25