ENTITY · equinix
EquinixEQIX
United States·data center reit·leader·$107.7B mkt cap
World's largest data-center and interconnection REIT.
WATCH · 40–69
45/100 illustrative
Underwriting Thesis
WATCH — Equinix: sole-source / single-point-of-failure dominance compounded by concentrated foreign-origin supply in data center reit. A chokepoint underwriting concern at this tier.
Factor Breakdown
Foreign-Origin Concentration51
Sole-Source Dependence78
Sanctions Exposure0
Downstream Criticality49
Sanctions Exposure
Entity not present on tracked screening lists (CSL).
DoD Exposure
No matched DoD semiconductor awards (USASpending) for this entity.
Possible substitutes · same commodity buckets
Chokepoint Relationships
Key Suppliers · upstream · 4
- VertivUnited StatesDOMESTIC
- Schneider ElectricFranceALLIED
- EatonIrelandALLIED
- Delta ElectronicsTaiwanCHOKEPOINT
Key Customers · downstream · 7
- CoreWeaveUnited StatesDOMESTIC
- OracleUnited StatesDOMESTIC
- Nebius GroupNetherlandsALLIED
- Amazon (Annapurna Labs)United StatesDOMESTIC
- MicrosoftUnited StatesDOMESTIC
- Alphabet (Google)United StatesDOMESTIC
- Meta PlatformsUnited StatesDOMESTIC