The post reports that Barclays raised its price target on Equinix (EQIX) to $1,130 from $1,109 with an Equal Weight rating, citing higher growth across communications infrastructure REITs.

Stifel reiterated a Buy rating and $1,250 price target for Equinix, citing optimism about AI-driven data center demand after the Nareit REITweek conference.

VyOS 1.5 LTS is now available on Equinix Network Edge, offering VPP-accelerated performance for flexible routing and security deployments without hardware lock-in.

President Trump said he would handle a possible Red Sea blockade if it occurs.

Texas PUC approved ride-through rules for data centers, affecting grid reliability.

Virginia is questioning the cost allocation for data centers, citing glaring subsidization.

Wall Street suggests that backlash against AI-driven data centers could benefit certain REITs.

Trump claims New York Governor Kathy Hochul terminated all data center projects in the state for political reasons, a claim he also made in a previous post.

US industrial real estate under construction rose 18% in Q2, driven by demand from data-center equipment suppliers.

New York became the first US state to impose a one-year moratorium on construction of large new data centers.

Data-center builders are rushing to sell stakes worth billions as demand for AI computing power drives investor interest in physical infrastructure.

Cisco joins Quantum Communication Fieldlab Rotterdam and launches Secure AI Factory with Equinix and NVIDIA.