Mizuho sees strong FY25 for data centers; Digital Realty, Equinix get PT boost

US tech firms warn Vietnam's planned law to hamper data centres, social media

U.S. tech firms warn Vietnam's draft data law may hinder business growth, limit data transfers, and increase government access, raising compliance concerns for private companies.

Equinix forecasts quarterly revenue above estimates on steady demand

Equinix anticipates higher Q4 revenue, boosted by AI demand, with earnings forecasts also raised, reflecting strong performance and growth in data center services.

HSBC upgrades US data center stocks on AI demand

HSBC upgraded ratings for Equinix and Digital Realty, anticipating strong AI-driven demand. Equinix is seen as having better growth potential compared to Digital Realty due to supply constraints.

Equinix signs $15 billion joint venture to build U.S. data center infrastructure

Equinix is launching a joint venture with GIC and CPP Investments to raise over $15 billion, expanding its hyperscale data centers in the U.S. amid rising demand for AI-driven technologies.