Equinix, stock up 33% YTD, reaches $100 B market cap, partners with Nvidia to run AI models on Together AI platform (CNBC)
nvidia
| Source: Techmeme | Original article
Equinix, now valued at $100 billion after a 33% YTD stock rise, has partnered with Nvidia to enable customers to run AI models on the Together AI platform.
Equinix, the global data‑center and interconnection provider whose shares have risen 33 % this year and pushed its market value to roughly $100 billion, announced a partnership with Nvidia that will allow the company’s customers to run their own AI models on Nvidia’s Together AI platform.
The agreement gives enterprises that already host workloads in Equinix’s facilities direct access to Nvidia’s AI‑model execution environment without having to migrate to a public hyperscaler. By embedding the Together AI stack into its colocation ecosystem, Equinix aims to broaden the range of AI services it can offer, positioning itself as a neutral hub for firms that want high‑performance compute while retaining control over data locality and security.
The move matters because it signals a shift in how AI infrastructure is being provisioned. While the biggest cloud providers continue to dominate large‑scale model training, a growing number of businesses are looking for alternatives that combine the scalability of dedicated hardware with the flexibility of on‑premise or edge deployments. Equinix’s deal with Nvidia could accelerate that trend, potentially drawing AI workloads that would otherwise go to the hyperscalers and reinforcing the company’s recent stock rally.
What to watch next are the specifics of the service rollout – pricing, geographic availability and integration details – as well as customer uptake and any follow‑on collaborations that might extend the partnership to other AI tools or hardware. The partnership also raises questions about how traditional data‑center operators will compete with cloud giants in the fast‑moving AI market.
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