Equinix vs Stack Infrastructure: Colocation & wholesale compared

November 2026 edition · assessment by Frontier Tech Intelligence

Equinix ranks 49 on the AI Infra 100 with a score of 90; Stack Infrastructure ranks 84 with 85. Equinix is ahead on progress and positioning. Level on deployment, production, commercials, technology, firepower and leverage. Equinix is based in Redwood City, United States, Stack Infrastructure in Denver, United States. Equinix is named in 17 signals and Stack Infrastructure in 2.

Equinix →

Redwood City, California, United States · AI Core · Data center build & operate / Colocation & wholesale · equinix.com

Equinix operates a global portfolio of IBX and xScale data centers that provide colocation, wholesale capacity and infrastructure for enterprise, cloud and AI workloads.

AI Infra 100 · rank 49 · score 90

Scores, AI Core (of 10)

Deployment10
Production8
Commercials10
Progress10
Technology6
Positioning10
Firepower10
Leverage10

Darker bar: ahead of the other company on that measure.

Positioning

The largest colocation and interconnection operator (270+ sites, 500,000+ interconnections), hosting eight of the top ten model providers and eight of the top ten neoclouds; builds 60 MW-class sites and hyperscale xScale campuses with partners rather than gigawatt campuses.

Latest signals

  • Equinix appointed a former Kyndryl executive to lead its Malaysia business.Tech in Asia
  • Equinix committed more than US$700 million in Malaysia and plans over 5,800 cabinets by 2028.Tech in Asia
  • Equinix launched EPIC to validate liquid-cooled AI infrastructure before deployment.ZDNet Korea

17 signals name Equinix.

Facts, with sources

  • >500mThe Register
  • USD 3800000000The Register
  • CEO Adaire Fox-Martin discusses the evolution of Equinix's partnership with NVIDIA on AI inferencing and infrastructureEquinix

16 facts on file.

Stack Infrastructure →

Denver, Colorado, United States · AI Core · Data center build & operate / Colocation & wholesale · stackinfra.com

STACK Infrastructure develops and operates large data center campuses and leases wholesale colocation capacity, and partners with Amazon.

AI Infra 100 · rank 84 · score 85

Scores, AI Core (of 10)

Deployment10
Production8
Commercials10
Progress8
Technology6
Positioning8
Firepower10
Leverage10

Darker bar: ahead of the other company on that measure.

Positioning

Blue Owl-owned (via IPI Partners) global hyperscale developer delivering the 1 GW-plus Stargate campus in Doña Ana County, New Mexico for Oracle, and financing 250 MW Melbourne and Tokyo campuses with multi-billion bank loans.

Latest signals

  • Box explores agent integration via Stack Infrastructure and cloud tags as a form factor for workplace AI.Sequoia Capital
  • Bloom and Oracle expanded their partnership to power Project Jupiter with up to 2.45 GW of fuel cell capacity.Bloom Energy

2 signals name Stack Infrastructure.

Facts, with sources

  • >500mSequoia Capital — 2026-09-15
  • Admin plugin for ChatGPT Work and CodexOpenAI
  • OpenAI IT teamOpenAI

8 facts on file.

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Questions this page answers

Equinix or Stack Infrastructure: which is ahead in ai core?

Equinix ranks 49 on the AI Infra 100 with a score of 90; Stack Infrastructure ranks 84 with 85. Equinix is ahead on progress and positioning. Level on deployment, production, commercials, technology, firepower and leverage. Equinix is based in Redwood City, United States, Stack Infrastructure in Denver, United States. Equinix is named in 17 signals and Stack Infrastructure in 2.

How do Equinix and Stack Infrastructure compare?

Equinix ranks 49 on the AI Infra 100 with a score of 90; Stack Infrastructure ranks 84 with 85. Equinix is ahead on progress and positioning. Level on deployment, production, commercials, technology, firepower and leverage. Equinix is based in Redwood City, United States, Stack Infrastructure in Denver, United States. Equinix is named in 17 signals and Stack Infrastructure in 2. Both company files carry the scores on eight measures, the facts with sources and the latest signals.

Every comparison here comes from the same files members use every day.

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