EQIX
Equinix, Inc. Common Stock REIT
stock NASDAQ

Kommt immer auf die Definition an. Für mich wären das bspw. O, ADC, EQIX, PLD, AMT, PSA, etc.

The scarcity read on EQIX and power and cooling names is fair when vacancy is this tight and capacity is preleased, but temporary utilization scarcity and durable pricing power are not the same thing. Landlords and equipment suppliers can raise prices in a bottleneck and still lose that edge once new supply, slower lease-up, or customer concentration shows up in renewals. Contract escalators, renewal spreads, and how much revenue sits with a handful of hyperscale tenants matter more than the current vacancy snapshot. If escalators are modest and concentration is high, today's leverage can reverse faster than the AI buildout narrative implies. Separating those contract economics from the headline vacancy number is the cleaner way to test which suppliers actually keep the surplus.