Updated
Updated · CNBC · Sep 2
Equinix Launches 2027 AI Inference Platform With Nvidia as $5 Trillion Data Center Race Shifts
Updated
Updated · CNBC · Sep 2

Equinix Launches 2027 AI Inference Platform With Nvidia as $5 Trillion Data Center Race Shifts

3 articles · Updated · CNBC · Sep 2

Summary

  • Equinix said its new Equinix Inference Exchange, built with Nvidia and delivered through Together AI, will launch in the first quarter of 2027 to let customers run open-source AI models across multiple clouds.
  • Together AI will bill end customers for access to roughly 200 open-source models, while Equinix positions the service as a way to cut inference costs and link users to different cloud and compute providers.
  • 281 Equinix facilities across 77 metro areas give the company an urban footprint it says is better suited to latency-sensitive inference, even as analysts say it reacted too slowly to gigawatt-scale AI training demand.
  • McKinsey estimates inference will account for half of AI compute and 30% to 40% of total data center demand by 2030, a shift Equinix is targeting as hyperscalers are projected to spend more than $5 trillion on infrastructure.

Insights

As AI inference spending surges in 2026, can Equinix's upcoming decentralized network actually defeat hyperscalers in the race for zero-latency compute?
With the 2027 launch approaching, how will Equinix solve the massive urban power demands required for its new liquid-cooled AI inference hubs?