AI is rewriting the rent roll for a handful of landlords sitting at the center of every hyperscaler's buildout, and three of them are paying dividends right now with coverage ratios that most tech stocks cannot touch.

Amazon's cloud infrastructure platform will remain a linchpin of the AI market. CoreWeave's neocloud business is booming as its backlog hits record levels.

Pensionfund PDN trimmed its stake in Equinix, Inc. (NASDAQ: EQIX) by 5.6% in the undefined quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The institutional investor owned 13,514 shares of the financial services provider's stock after selling 800 shares during the period. Equinix accounts for approximately 5.5%

The AI data center buildout is minting fortunes for a handful of companies, but almost none of them pay a dividend.

The latest trading day saw Equinix (EQIX) settling at $1, representing a +1.32% change from its previous close.

EQIX expands capacity and its AI ecosystem as demand for hybrid multicloud, low-latency and sovereign connectivity grows.

Equinix's accelerating gross bookings, higher MRR per cabinet, and growing, multi-year backlog metrics underscore its robust AI monetization cadence. The upcoming FQ3'26 earnings call may bring forth sequentially softer metrics, albeit with the lumpy cabinet expansion likely to be well balanced by the rich FQ4'26 guidance. Balance sheet strength and prudent AFFO payout ratio enable EQIX to sustainably fund the aggressive capex and grow dividend payouts by low double-digits.

REDWOOD CITY, Calif., Oct. 1, 2026 /PRNewswire/ -- Equinix, Inc. (Nasdaq: EQIX), the world's digital infrastructure company®, today announced that it will hold its quarterly conference call on Wednesday, October 28, 2026, at 5:30 p.m.

Equinix NASDAQ: EQIX CFO Olivier Leonetti said the company sees strong demand for its data center and interconnection platform as artificial intelligence workloads increasingly require low-latency connectivity, global reach, neutrality and data sovereignty.

Equinix, Inc. (EQIX) Presents at RBC Capital Markets 2026 Global Communications and Infrastructure Conference Transcript