Three US-listed data center companies—Vertiv Holdings, Equinix, and Digital Realty Trust—have all raised their full-year 2026 guidance due to accelerating AI infrastructure demand. Vertiv focuses on power and thermal equipment, reporting strong sales growth and a raised sales target of $14 billion. Equinix, specializing in interconnection services, saw record net interconnections and increased revenue guidance, despite higher capex. Digital Realty, a hyperscale data center landlord, reported a record backlog and expanded development pipeline, confident in double-digit earnings growth ahead. Together, these firms represent key layers of AI infrastructure: equipment, connectivity, and real estate, making them critical plays in the AI buildout beyond chips.
