SGA Is Betting on Equinix (EQIX) as AI Demand Accelerates

Sustainable Growth Advisers (SGA) is optimistic about Equinix (EQIX) as the demand for artificial intelligence (AI) grows rapidly. In its second-quarter 2026 investor letter, the investment management company introduced Equinix to its portfolio, highlighting the company's role as a leading global data center provider. SGA expects Equinix's revenue and earnings to grow by 16% and 20% over the next three years, respectively.

The company operates a vast network of data centers and interconnected ecosystems, enabling efficient delivery of digital experiences and cutting-edge AI. Equinix's stock closed at $1,065.39 per share on August 21, 2026, with a one-month return of 1.78% and a 52-week gain of 36.17%. The market capitalization of Equinix stands at $105.12 billion.

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