Equinix Secures 1,250MW of Power, Advances 100% Renewable Energy Goal by 2030

Friday, Aug 15, 2025 8:32 am ET1min read

Equinix has partnered with leading alternative energy providers to secure over 1,250MW of power through strategic nuclear agreements. The company aims for 100% renewable energy coverage globally by 2030 and has already achieved 96%. Equinix is also expanding fuel cell deployment to over 100MW across 19 data centers and implementing advanced liquid cooling technologies to enhance energy efficiency.

Equinix Inc. (EQIX) has taken a significant step towards achieving its ambitious renewable energy goals by partnering with leading alternative energy providers to secure over 1,250 megawatts (MW) of power through strategic nuclear agreements. This initiative is part of the company's broader strategy to diversify its power sources and enhance energy efficiency.

The company has entered into agreements with several next-generation nuclear and fuel cell technology providers, including Oklo, Radiant, ULC-Energy, Stellaria, and Bloom Energy. These partnerships aim to secure sustainable and reliable power for the expansion of its global portfolio of data centers [3].

Equinix's commitment to renewable energy is evident in its progress towards achieving 100% clean, renewable energy coverage globally by 2030. As of the latest reports, the company has already achieved 96% renewable energy coverage [3]. This milestone underscores Equinix's dedication to sustainable practices and its ability to adapt to the growing energy demands of the digital age.

In addition to nuclear power agreements, Equinix is also expanding its fuel cell deployment. The company plans to deploy fuel cells to over 100 MW across 19 data centers, further enhancing its energy efficiency and reliability [3]. This strategy complements its advanced liquid cooling technologies, which are being implemented to optimize energy use and reduce operational costs.

Equinix's strategic shift towards nuclear power and other renewable energy sources is not only environmentally beneficial but also financially prudent. The company's Q2 2025 revenue hit $2.26 billion, with adjusted EBITDA margins at 50%, reflecting strong operational leverage [1]. Analysts like JPMorgan have raised their price target for Equinix to $940, acknowledging the company's ability to monetize its energy infrastructure through premium services and grid resilience offerings [1].

However, Equinix faces challenges, including public skepticism about nuclear waste and potential supply chain bottlenecks. Nevertheless, the company's partnerships with established players like Rolls-Royce and Stellaria mitigate these concerns, positioning Equinix as a leader in the evolving energy landscape.

In conclusion, Equinix's strategic nuclear power agreements and renewable energy initiatives demonstrate a forward-thinking approach to energy management. By securing reliable, scalable power sources and enhancing energy efficiency, Equinix is well-positioned to dominate the next decade's digital infrastructure market. For investors, the lesson is clear: energy resilience is the new frontier, and Equinix is leading the charge.

References:
[1] https://www.ainvest.com/news/equinix-strategic-shift-nuclear-power-blueprint-energy-resilient-ai-infrastructure-2508/
[2] https://www.reuters.com/business/energy/equinix-enters-into-multiple-advanced-nuclear-deals-power-data-centers-2025-08-14/
[3] https://datacenternews.asia/story/equinix-invests-in-new-nuclear-fuel-cell-power-for-data-centres

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