Equinix Inc
EQIXQ4 2023(EQIX Q3 FY2023)Estimated3% AI
AI Revenue %
3%
AI Fair Value
$1.5B
AI Revenue (Q)
$61.8M
Total Revenue (Q)
$2.1B
Source: SEC EDGAR SEC Filing Filing
View SEC Filing on SEC.govAnalysis
Total quarterly revenue was $2,061M. Revenue breakdown: Colocation $1,464M, Interconnection $353M, Managed Infrastructure $114M, Other $30M, plus non-recurring $100M. By Q3 2023, enterprise AI deployment was accelerating with customers needing colocation for AI inference at the edge and interconnection to cloud AI services. Increased to 3% to reflect growing AI-related deployments among Equinix's customer base. ~$62M AI-attributed / $2,061M = ~3.0%.
Analyzed by claude-opus-4-6
Quoted Figures
Colocation $1,464,181; Interconnection $352,758; Managed infrastructure $113,630; Other $30,474; Non-recurring $99,987; Total $2,061,030
Revenue disaggregation table (Q3 FY2023)
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