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Globe and Mail
10 hours ago
- Business
- Globe and Mail
This Global REIT Is Riding Asia's AI Wave Straight to the Bank
Equinix (NASDAQ: EQIX) is a powerhouse in digital infrastructure and part of a new class of innovative real estate investment trusts (REITs) laying the groundwork to become the future of real estate investing. It has a strong history of capitalizing on international technology trends that traditional REITs can't match. With a strategic expansion in Indonesia, Equinix is positioning itself for explosive growth, and Wall Street is beginning to take notice. Where to invest $1,000 right now? Our analyst team just revealed what they believe are the 10 best stocks to buy right now. Learn More » Why this digital land grab is a big deal Asia is becoming the global epicenter of digital demand, and Indonesia is leading the charge. It's attracting major investments in cloud computing, artificial intelligence (AI), and fintech. By entering the market early and scaling aggressively, Equinix is developing a strategic advantage that will be tough for competitors to match. Indonesia's data center market is projected to grow at a compound annual growth rate (CAGR) of 8% to $3.79 billion through 2030. Cloud giants like Amazon Web Services and Alphabet 's Google Cloud have already announced major investments, but their platforms need physical infrastructure to function. That's what makes Equinix's expansion into Jakarta so strategic. Its newly opened data center is no ordinary server farm. Built to support intensive computing tasks like training and running AI systems, Equinix is creating the critical backbone necessary for digital business growth in Indonesia. This could make Equinix one of tech's most valuable players. The average analyst price target sees Equinix at $1,009, 10% percent higher than it currently sits, a nod to its forward-looking strategy and savvy market expansion. What gives Equinix the edge In addition to its Indonesian assets, Equinix operates 270 data centers across five continents and 35 countries. It has a great track record with its customers, retaining 98% of them. As of Q1 2025, Equinix reported over $2.1 billion in annual adjusted earnings before interest, taxes, depreciation, and amortization (EBITDA). This strong combination of global scale, customer loyalty, and reliable earnings is exactly what sets the stage for Equinix's move into Jakarta to be a success. While it's not the highest-dividend REIT, Equinix pays investors 2% annually. But considering its growth trajectory looks more like a tech company than a traditional REIT, that's not too bad. The risks to watch Equinix does face potential pressures though. Their total capital expenditures for 2025 are projected between $3.4 billion and $3.7 billion, with non-recurring expenditures accounting for around 95% of that. This significant investment is partly due to the need to modernize legacy data centers to meet new levels of demand. While these upgrades are essential, they represent a substantial financial commitment that could impact short-term profitability. That said, Equinix ended Q1 2025 with roughly $2.95 billion in cash and cash equivalents and an ample $7.6 billion in total available liquidity. The balance sheet looks sturdy enough to fund expansion without putting shareholders at undue risk. Geopolitical tensions are also on the periphery of investor concerns. As Equinix operates globally, it must navigate regulatory, monetary, and political risks in emerging markets. But these risks appear to be well managed by the company's leadership, and its long-term leases, high renewal rates, and diversified customer base provide stability. It's time to stake your claim in the future of tech real estate Some investors still think REITs are too risky and don't deliver enough value. Those perceptions are often based on underperforming traditional sectors like retail or office space. That's where tech-powered REITs like Equinix come in. Gone are the days when investing in real estate meant buying a piece of something on the ground. Now you're buying into the cloud. Even in comparison to peers like Digital Realty, Equinix still stands out. It has a stronger international footprint, a more premium client base, and better historical uptime. If you're looking for a REIT that combines growth potential with resilience in the digital age, Equinix is arguably a top-tier pick. AI is only as powerful as the infrastructure behind it, and Equinix is building the digital backbone on which the future will run. Jakarta may just be one dot on the map, but it signals Equinix is putting itself at the forefront of the global shift. With recurring revenue, global scale, and a pioneering foothold in high-growth markets like Indonesia, this REIT could quietly become one of the most important tech stocks of the next decade. Investors looking to profit from AI's global expansion without the volatility of pure-play tech stocks may want to give Equinix a closer look. It might not be a flashy choice, but it's in a solid state and could be the smartest upgrade your portfolio makes this year. Should you invest $1,000 in Equinix right now? Before you buy stock in Equinix, consider this: The Motley Fool Stock Advisor analyst team just identified what they believe are the 10 best stocks for investors to buy now… and Equinix wasn't one of them. The 10 stocks that made the cut could produce monster returns in the coming years. Consider when Netflix made this list on December 17, 2004... if you invested $1,000 at the time of our recommendation, you'd have $664,089!* Or when Nvidia made this list on April 15, 2005... if you invested $1,000 at the time of our recommendation, you'd have $881,731!* Now, it's worth noting Stock Advisor 's total average return is994% — a market-crushing outperformance compared to172%for the S&P 500. Don't miss out on the latest top 10 list, available when you join Stock Advisor. See the 10 stocks » *Stock Advisor returns as of June 9, 2025 John Mackey, former CEO of Whole Foods Market, an Amazon subsidiary, is a member of The Motley Fool's board of directors. Suzanne Frey, an executive at Alphabet, is a member of The Motley Fool's board of directors. Philippa Main has no position in any of the stocks mentioned. The Motley Fool has positions in and recommends Alphabet, Amazon, Digital Realty Trust, and Equinix. The Motley Fool has a disclosure policy.
Yahoo
11 hours ago
- Business
- Yahoo
This Global REIT Is Riding Asia's AI Wave Straight to the Bank
Equinix's AI-ready Jakarta facility establishes critical infrastructure ahead of competitors in Indonesia's digital boom. Operating 270 data centers globally with 98% customer retention, Equinix demonstrates remarkable stability in the digital infrastructure space. Despite heavy modernization investments, Equinix maintains financial strength with nearly $3 billion in cash and $7.6 billion in available liquidity. 10 stocks we like better than Equinix › Equinix (NASDAQ: EQIX) is a powerhouse in digital infrastructure and part of a new class of innovative real estate investment trusts (REITs) laying the groundwork to become the future of real estate investing. It has a strong history of capitalizing on international technology trends that traditional REITs can't match. With a strategic expansion in Indonesia, Equinix is positioning itself for explosive growth, and Wall Street is beginning to take notice. Asia is becoming the global epicenter of digital demand, and Indonesia is leading the charge. It's attracting major investments in cloud computing, artificial intelligence (AI), and fintech. By entering the market early and scaling aggressively, Equinix is developing a strategic advantage that will be tough for competitors to match. Indonesia's data center market is projected to grow at a compound annual growth rate (CAGR) of 8% to $3.79 billion through 2030. Cloud giants like Amazon Web Services and Alphabet's Google Cloud have already announced major investments, but their platforms need physical infrastructure to function. That's what makes Equinix's expansion into Jakarta so strategic. Its newly opened data center is no ordinary server farm. Built to support intensive computing tasks like training and running AI systems, Equinix is creating the critical backbone necessary for digital business growth in Indonesia. This could make Equinix one of tech's most valuable players. The average analyst price target sees Equinix at $1,009, 10% percent higher than it currently sits, a nod to its forward-looking strategy and savvy market expansion. In addition to its Indonesian assets, Equinix operates 270 data centers across five continents and 35 countries. It has a great track record with its customers, retaining 98% of them. As of Q1 2025, Equinix reported over $2.1 billion in annual adjusted earnings before interest, taxes, depreciation, and amortization (EBITDA). This strong combination of global scale, customer loyalty, and reliable earnings is exactly what sets the stage for Equinix's move into Jakarta to be a success. While it's not the highest-dividend REIT, Equinix pays investors 2% annually. But considering its growth trajectory looks more like a tech company than a traditional REIT, that's not too bad. Equinix does face potential pressures though. Their total capital expenditures for 2025 are projected between $3.4 billion and $3.7 billion, with non-recurring expenditures accounting for around 95% of that. This significant investment is partly due to the need to modernize legacy data centers to meet new levels of demand. While these upgrades are essential, they represent a substantial financial commitment that could impact short-term profitability. That said, Equinix ended Q1 2025 with roughly $2.95 billion in cash and cash equivalents and an ample $7.6 billion in total available liquidity. The balance sheet looks sturdy enough to fund expansion without putting shareholders at undue risk. Geopolitical tensions are also on the periphery of investor concerns. As Equinix operates globally, it must navigate regulatory, monetary, and political risks in emerging markets. But these risks appear to be well managed by the company's leadership, and its long-term leases, high renewal rates, and diversified customer base provide stability. Some investors still think REITs are too risky and don't deliver enough value. Those perceptions are often based on underperforming traditional sectors like retail or office space. That's where tech-powered REITs like Equinix come in. Gone are the days when investing in real estate meant buying a piece of something on the ground. Now you're buying into the cloud. Even in comparison to peers like Digital Realty, Equinix still stands out. It has a stronger international footprint, a more premium client base, and better historical uptime. If you're looking for a REIT that combines growth potential with resilience in the digital age, Equinix is arguably a top-tier pick. AI is only as powerful as the infrastructure behind it, and Equinix is building the digital backbone on which the future will run. Jakarta may just be one dot on the map, but it signals Equinix is putting itself at the forefront of the global shift. With recurring revenue, global scale, and a pioneering foothold in high-growth markets like Indonesia, this REIT could quietly become one of the most important tech stocks of the next decade. Investors looking to profit from AI's global expansion without the volatility of pure-play tech stocks may want to give Equinix a closer look. It might not be a flashy choice, but it's in a solid state and could be the smartest upgrade your portfolio makes this year. Before you buy stock in Equinix, consider this: The Motley Fool Stock Advisor analyst team just identified what they believe are the for investors to buy now… and Equinix wasn't one of them. The 10 stocks that made the cut could produce monster returns in the coming years. Consider when Netflix made this list on December 17, 2004... if you invested $1,000 at the time of our recommendation, you'd have $664,089!* Or when Nvidia made this list on April 15, 2005... if you invested $1,000 at the time of our recommendation, you'd have $881,731!* Now, it's worth noting Stock Advisor's total average return is 994% — a market-crushing outperformance compared to 172% for the S&P 500. Don't miss out on the latest top 10 list, available when you join . See the 10 stocks » *Stock Advisor returns as of June 9, 2025 John Mackey, former CEO of Whole Foods Market, an Amazon subsidiary, is a member of The Motley Fool's board of directors. Suzanne Frey, an executive at Alphabet, is a member of The Motley Fool's board of directors. Philippa Main has no position in any of the stocks mentioned. The Motley Fool has positions in and recommends Alphabet, Amazon, Digital Realty Trust, and Equinix. The Motley Fool has a disclosure policy. This Global REIT Is Riding Asia's AI Wave Straight to the Bank was originally published by The Motley Fool Error in retrieving data Sign in to access your portfolio Error in retrieving data Error in retrieving data Error in retrieving data Error in retrieving data
Arabian Post
a day ago
- Health
- Arabian Post
AI‑Powered Phage Therapy Set to Tackle Antibiotic Resistance
Phagos, a Paris‑based biotech startup, is deploying an artificial‑intelligence model built on Amazon Web Services to accurately match bacteriophages with antibiotic‑resistant bacterial strains. This development marks a pivotal shift from arbitrary trial‑and‑error methods to precision medicine in combating infections that claim an estimated one million lives annually. The challenge of antibiotic resistance has spurred Phagos, co‑founded by microbiologist Adèle James and economist Alexandros Pantalis, to pursue alternative therapies. Phages are viruses that specifically infect bacteria, a property that enables targeted treatment without disrupting beneficial microorganisms. But identifying the right phage for a given pathogen has traditionally required labour‑intensive screening of millions of combinations. Phagos is leveraging AWS's Generative AI Accelerator Programme, which has provided them with cloud credits, embedded AWS architects and machine‑learning engineers, and dedicated mentorship, to build a generative AI platform capable of predicting effective pairings between phages and bacterial strains. The AI model has been trained on datasets from public repositories and proprietary lab results. ADVERTISEMENT 'We can now read into the DNA and see if there's going to be an interaction between a phage and a bacterium,' Pantalis explained. This capability bypasses exhaustive wet‑lab testing and accelerates the discovery pipeline. Phagos's strategy involves initial trials in animal health—shrimp, chicken, bovine, swine—with phages administered through water systems to curb infections in farm environments. James noted that reducing antibiotic use in livestock is critical, as drug‑resistant bacteria generated in farms can transfer to humans via environmental pathways. The startup's first validation came from a collaboration with an oyster farmer in France, where AI‑matched phages slashed mortality by 40 per cent. Technical infrastructure from AWS played a crucial role, with cloud experts helping to refine the system and scale it efficiently. 'We became much faster, and spent way less time figuring out how to set up our infrastructure,' James said. Globally, the antibiotic resistance crisis is projected to cause more deaths than cancer by mid‑century, with economic impacts exceeding US$1.5 trillion. By automating phage matching, Phagos aims to create personalised and adaptive therapies that evolve in tandem with bacterial mutations. Participation in AWS's 2024 accelerator—which selected just 80 startups from over 4,700 applicants—has provided Phagos not only with technical and financial support, but also exposure to industry networks and potential funding sources. The platform-as‑a‑service model being developed by Phagos positions the company as a pioneer in AI‑driven microbiological model building. One quarter of its team now focuses exclusively on data and machine learning, a rarity in biotech. Expansion plans are underway: the company intends to move into human therapeutic applications by 2030, while continuing its work in agriculture. It is also advancing bespoke phage therapies, distinguishing itself from generic phage cocktails pursued by competitors. While obstacles remain—such as regulatory pathways for phage-based treatments and the complexity of bacterial ecosystems—Phagos believes its AI model and cloud infrastructure provide a scalable solution. Each new phage cocktail generates data that feeds into the platform, enhancing future predictions.
Yahoo
a day ago
- Business
- Yahoo
Amazon Just Bet $4 Billion on South Korea's AI Boom -- Here's Why It Could Be a Game-Changer
Amazon Web Services (NASDAQ:AMZN) and SK Group are teaming up to build what could become South Korea's most powerful AI infrastructure project to date. The two giants are putting roughly $5.11 billion on the table$4 billion from AWS aloneto develop a hyperscale data center in Ulsan. Construction is scheduled to start in September, with a 100MW launch target by 2029. But that's just the beginning. SK Group Chairman Chey Tae-won told investors the plan is to scale to one gigawatt down the road, potentially transforming Ulsan into a global nerve center for AI computing. The announcement wasn't just corporate theater. South Korean President Lee Jae Myung and tech leaders showed up in force, signaling just how strategic this move could be for the country's long-term growth. President Lee pointed out that building next-gen tech infrastructure outside the capital is more than a regional development playit might be a template for the nation's high-tech decentralization. Chey, for his part, sees the AI race as a core pillar of Korea's future economic engine. If SK can deliver on the capacity, this site may serve as a launchpad for global AI trafficnot just domestic. Investors were already connecting the dots. On Friday, AI-linked names rallied hard. SK Hynix (HXSCL) gained over 3%, Kakao popped 11%, and LG CNS surged 9%, lifting the KOSPI above 3,000 for the first time in over three years. The market response suggests traders aren't just excited about another data centerthey're betting this investment could be a catalyst for Korea's next AI leap. This article first appeared on GuruFocus.
Yahoo
a day ago
- Business
- Yahoo
Amazon Just Bet $4 Billion on South Korea's AI Boom -- Here's Why It Could Be a Game-Changer
Amazon Web Services (NASDAQ:AMZN) and SK Group are teaming up to build what could become South Korea's most powerful AI infrastructure project to date. The two giants are putting roughly $5.11 billion on the table$4 billion from AWS aloneto develop a hyperscale data center in Ulsan. Construction is scheduled to start in September, with a 100MW launch target by 2029. But that's just the beginning. SK Group Chairman Chey Tae-won told investors the plan is to scale to one gigawatt down the road, potentially transforming Ulsan into a global nerve center for AI computing. The announcement wasn't just corporate theater. South Korean President Lee Jae Myung and tech leaders showed up in force, signaling just how strategic this move could be for the country's long-term growth. President Lee pointed out that building next-gen tech infrastructure outside the capital is more than a regional development playit might be a template for the nation's high-tech decentralization. Chey, for his part, sees the AI race as a core pillar of Korea's future economic engine. If SK can deliver on the capacity, this site may serve as a launchpad for global AI trafficnot just domestic. Investors were already connecting the dots. On Friday, AI-linked names rallied hard. SK Hynix (HXSCL) gained over 3%, Kakao popped 11%, and LG CNS surged 9%, lifting the KOSPI above 3,000 for the first time in over three years. The market response suggests traders aren't just excited about another data centerthey're betting this investment could be a catalyst for Korea's next AI leap. This article first appeared on GuruFocus.
