Equinix Inc
EQIXQ3 2022(EQIX Q2 FY2022)Estimated2% AI
AI Revenue %
2%
AI Fair Value
$939.8M
AI Revenue (Q)
$36.3M
Total Revenue (Q)
$1.8B
Source: SEC EDGAR SEC Filing Filing
View SEC Filing on SEC.govAnalysis
Total quarterly revenue was $1,817M. No AI revenue disclosure. Revenue breakdown: Colocation $1,257M, Interconnection $315M, Managed Infrastructure $106M, Other $30M, plus non-recurring $110M. AI data center demand remained early-stage in mid-2022. Applying the same conservative ~2% estimate for customers deploying AI/ML workloads in Equinix facilities: ~$36M / $1,817M = ~2.0%. xScale joint venture revenue (serving hyperscalers with AI workloads) remains unconsolidated.
Analyzed by claude-opus-4-6
Quoted Figures
Colocation $1,256,962; Interconnection $315,177; Managed infrastructure $105,692; Other $29,620; Non-recurring $109,703; Total $1,817,154
Revenue disaggregation table (Q2 FY2022)
AI Products Identified (Ring 1)
IBX colocation for AI/ML workloadsEquinix Metal bare metal instances
AI-Enabled Items (Ring 2 — Not Counted)
These items use AI but are not counted in the AI revenue estimate because they primarily serve non-AI functions.
Interconnection for cloud AI servicesManaged infrastructure for AI-adjacent workloads
Confidence Tier
EstimatedNo direct AI revenue disclosure — estimated from product mix