Equinix AI Data Center Surge: SGA Returns as AI Inferencing Demand Accelerates
Sustainable Growth Advisers bought back into Equinix in the second quarter of 2026 after a two-year absence, betting that the AI inferencing boom will fill data-center capacity and support pricing power. The firm sold its decade-long holding in 2024 when growth slowed and leadership transitioned, but both dynamics have now reversed. EQIX closed at $1,065.39 on August 21 with a 52-week gain of 36.17%, and 65 hedge fund portfolios held the stock at the end of Q1 2026, up from 51 the previous quarter.
Key Takeaways SGA re-entered Equinix in Q2 2026 after selling in 2024, citing growth re-acceleration as AI inferencing demand accelerates. EQIX gained 36.17% over 52 weeks, closing at $1,065.39 on…
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