Equinix Inc
EQIXQ4 2022(EQIX Q3 FY2022)Estimated2% AI
AI Revenue %
2%
AI Fair Value
$1.0B
AI Revenue (Q)
$36.8M
Total Revenue (Q)
$1.8B
Source: SEC EDGAR SEC Filing Filing
View SEC Filing on SEC.govAnalysis
Total quarterly revenue was $1,841M. No AI revenue disclosure. Revenue breakdown: Colocation $1,296M, Interconnection $318M, Managed Infrastructure $102M, Other $31M, plus non-recurring $93M. Same ~2% estimate for AI workload colocation. ~$37M AI-attributed / $1,841M = ~2.0%. Equinix's core business remains enterprise colocation and network interconnection, with AI being a small fraction of customer workloads.
Analyzed by claude-opus-4-6
Quoted Figures
Colocation $1,296,093; Interconnection $318,250; Managed infrastructure $102,466; Other $31,323; Non-recurring $92,527; Total $1,840,659
Revenue disaggregation table (Q3 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