Equinix is seeking $3 billion in investment-grade debt as Digital Realty’s bookings tilt toward higher-priced smaller leases and NextEra lifts FPL’s large-load forecast to 8 GW, underscoring how AI demand is reshaping capital markets, rent mix and grid planning.

In this episode

Equinix seeks to raise $3B from US investment-grade bond sale — Crypto Briefing
Equinix seeks to raise $3B from US investment-grade bond sale SEARCH Searching... Photo: www.mandurphy.net / baxtel.com # Equinix seeks to raise $3B from US investment-grade bond sale The data center giant is tapping debt markets to fund AI infrastructure expansion across its global network of facilities. Share Share on X Share on LinkedIn Share on Facebook Add us on Google Jul. 31,…
Equinix Q2 Earnings Call Highlights - Watch List News — Watch List News
Equinix Q2 Earnings Call Highlights - Watch List News # Equinix Q2 Earnings Call Highlights Posted by Hanz Christensen on Jul 31st, 2026 Share on Twitter Share on Facebook Share on LinkedIn Share on Stocktwits Equinix (NASDAQ:EQIX) raised its full-year and long-term outlook after reporting accelerating recurring-revenue growth, record interconnection additions and strong bookings in the…
Digital Realty Trust (NYSE:DLR) stock: Higher rent-per-kilowatt as smaller leases take hold — TechStock²
Digital Realty Trust (NYSE:DLR) stock: Higher rent-per-kilowatt as smaller leases take hold Dark Light Today: 2 August 2026 Real-Time Market Intelligence 2 August 2026 Data Centers· NYSE:DLR· Real Estate· Stock Market # Digital Realty Trust (NYSE:DLR) stock: Higher rent-per-kilowatt as smaller leases take hold View author profile by Iwona Majkowska NEW YORK, August 2, 2026, 12:06 p.m.…
NextEra Just Raised Its Large-Load Forecast to 8 Gigawatts. Here's Why That Matters. | The Motley Fool — The Motley Fool
NextEra Just Raised Its Large-Load Forecast to 8 Gigawatts. Here's Why That Matters. | The Motley Fool Electric utilities don't typically raise long-term demand forecasts by one-third unless something meaningful has changed. Yet that's exactly what NextEra Energy (NEE -0.36%) did earlier this year when it increased its forecast for large-load demand at Florida Power & Light (FPL) from 6…
Step Back — With Stargate adding five U.S. sites and a Norway project, how can investors and grid planners separate headline compute capacity from megawatts that are actually financeable and energizable—particularly through interconnection status, power contracts, equipment commitments, and take-or-pay obligations?
Background sources
- Wiring Capital to Compute — Daniel Painter
- What the Michigan Stargate site says about today’s AI market | Latitude Media — Scott Clavenna
- 12 Gigawatts Were Announced. 4 Are Being Built. — Justin Hearn
- OpenAI Stopped Waiting for the Texas Grid. It's Building Three of Its Own. — Yair Titelboim
- Stargate Update: AI’s Biggest Data Center Buildout Meets Reality — Datacenterknowledge
- The Stargate AI Infrastructure Project, Explained | Universal Asset Owners — Universal Asset Owners

In this episode

Background sources