# If Equinix moves, who benefits? How far does the value-chain ripple reach?
Canonical: https://valuechain.wiki/equinix · Facet: ripple · Updated: 2026-10-31T17:23:22.56+00:00 · Source: ValueChain.wiki (cited money-flow graph)

**Citable summary**: Per the valuechain.wiki graph, Equinix is directly linked to 7 companies (5 supply, 2 revenue relationships) and reaches 36 companies within two hops; the links are backed by 9 dated sources, 3 of them primary filings (as of 2026-10-31).

Equinix returned +19.5% in 2024, -16.9% in 2025 and +34.3% through October 30, 2026. Q3 revenue rose 11% to $2.571 billion, annualized gross bookings rose 35% to $533 million and planned 2026 cabinet delivery is nearly 40% above the initial plan. Caterpillar was +10.5% and Cummins -0.1% over the same 2026 window. Data-center demand reached the site and interconnection operator strongly in both operations and the stock, while generator suppliers showed operating growth but divergent equity reactions. Rates and REIT valuation also affect Equinix, so conversion of $5-$6 billion of capex into live capacity and recurring revenue is the next test.

## Demand chain (leading)
- T1 Microsoft (https://valuechain.wiki/microsoft.md)
- T2 OpenAI (https://valuechain.wiki/openai.md)
- T3 Intuit Inc. (https://valuechain.wiki/intuit.md)
- T3 Accenture plc (https://valuechain.wiki/accenture.md)
- T2 Snowflake (https://valuechain.wiki/snowflake.md)
- T3 ResMed Inc. (https://valuechain.wiki/resmed.md)
- T3 Otis Worldwide Corporation (https://valuechain.wiki/otis-worldwide.md)
- T3 Verisk Analytics (https://valuechain.wiki/verisk-analytics.md)
- T3 Expand Energy Corporation (https://valuechain.wiki/expand-energy.md)
- T2 ServiceNow (https://valuechain.wiki/servicenow.md)
- T2 Walmart Inc (https://valuechain.wiki/walmart.md)
- T3 UnitedHealth Group Incorporated (https://valuechain.wiki/unitedhealth-group.md)
- T2 Starbucks Corp (https://valuechain.wiki/starbucks.md)
- T3 E-mart Inc. (https://valuechain.wiki/emart.md)
- T3 Nestlé S.A. (https://valuechain.wiki/nestle.md)
- T3 Target Corporation (https://valuechain.wiki/target.md)
- T2 Costco Wholesale (https://valuechain.wiki/costco.md)
- T2 Johnson Controls (https://valuechain.wiki/johnson-controls.md)
- T2 Parker-Hannifin Corporation (https://valuechain.wiki/parker-hannifin.md)
- T3 Airbus (https://valuechain.wiki/airbus.md)
- T3 ASML (https://valuechain.wiki/asml.md)
- T2 Stryker Corporation (https://valuechain.wiki/stryker.md)
- T3 HCA Healthcare, Inc. (https://valuechain.wiki/hca-healthcare.md)
- T2 Adobe Inc. (https://valuechain.wiki/adobe.md)
- T3 The Coca-Cola Company (https://valuechain.wiki/coca-cola.md)
- T3 IBM (https://valuechain.wiki/ibm.md)
- T3 Tapestry, Inc. (https://valuechain.wiki/tapestry.md)
- T2 3M Company (https://valuechain.wiki/3m.md)
- T3 Fastenal Company (https://valuechain.wiki/fastenal.md)
- T2 Illinois Tool Works Inc. (https://valuechain.wiki/illinois-tool-works.md)
- T3 Ford Motor Company (https://valuechain.wiki/ford-motor-company.md)
- T2 Boston Scientific Corporation (https://valuechain.wiki/boston-scientific.md)
- T2 Autodesk, Inc. (https://valuechain.wiki/autodesk.md)
- T3 Kia (https://valuechain.wiki/kia.md)
- T2 Rockwell Automation, Inc. (https://valuechain.wiki/rockwell-automation.md)
- T3 Kikkoman (https://valuechain.wiki/kikkoman.md)
- T2 Take-Two Interactive Software, Inc. (https://valuechain.wiki/take-two-interactive.md)
- T3 Apple (https://valuechain.wiki/apple.md)
- T2 Roper Technologies (https://valuechain.wiki/roper-technologies.md)
- T2 Kenvue Inc. (https://valuechain.wiki/kenvue.md)
- T2 Axon Enterprise, Inc. (https://valuechain.wiki/axon-enterprise.md)
- T2 The Kraft Heinz Company (https://valuechain.wiki/kraft-heinz.md)
- T3 Dollar General Corporation (https://valuechain.wiki/dollar-general.md)
- T2 Fiserv (https://valuechain.wiki/fiserv.md)
- T3 Wells Fargo (https://valuechain.wiki/wells-fargo.md)
- T2 Cognizant Technology Solutions Corporation (https://valuechain.wiki/cognizant.md)
- T3 McDonald's (https://valuechain.wiki/mcdonalds.md)
- T3 Gilead Sciences, Inc. (https://valuechain.wiki/gilead-sciences.md)
- T2 Dover Corporation (https://valuechain.wiki/dover.md)
- T3 Coca-Cola Europacific Partners (https://valuechain.wiki/coca-cola-europacific-partners.md)
- T2 Veralto Corporation (https://valuechain.wiki/veralto.md)
- T2 Ralph Lauren Corporation (https://valuechain.wiki/ralph-lauren.md)
- T3 Alibaba Group (https://valuechain.wiki/alibaba.md)
- T3 JD.com (https://valuechain.wiki/jd-com.md)
- T1 VeriSign, Inc. (https://valuechain.wiki/verisign.md)
- T2 GoDaddy (https://valuechain.wiki/godaddy.md)

## Supply chain (benefiting)
- T1 Bloom Energy (https://valuechain.wiki/bloom-energy.md)
- T2 LS ELECTRIC (https://valuechain.wiki/ls-electric.md)
- T1 Vertiv (https://valuechain.wiki/vertiv.md)
- T1 Oklo (https://valuechain.wiki/oklo.md)
- T1 Salesforce, Inc. (https://valuechain.wiki/salesforce.md)
- T2 Amazon (https://valuechain.wiki/amazon.md)
- T3 Quanta Computer (https://valuechain.wiki/quanta.md)
- T3 Seagate Technology (https://valuechain.wiki/seagate.md)
- T3 Credo Technology (https://valuechain.wiki/credo.md)
- T3 NVIDIA (https://valuechain.wiki/nvidia.md)
- T3 TSMC (https://valuechain.wiki/tsmc.md)
- T3 Marvell (https://valuechain.wiki/marvell.md)
- T3 SK hynix (https://valuechain.wiki/sk-hynix.md)
- T3 Astera Labs (https://valuechain.wiki/astera-labs.md)
- T3 Alchip Technologies (https://valuechain.wiki/alchip.md)
- T3 SanDisk (https://valuechain.wiki/sandisk.md)
- T3 Foxconn (Hon Hai) (https://valuechain.wiki/foxconn.md)
- T3 Arista Networks (https://valuechain.wiki/arista.md)
- T3 Anthropic (https://valuechain.wiki/anthropic.md)
- T3 Wiwynn (https://valuechain.wiki/wiwynn.md)
- T3 IonQ (https://valuechain.wiki/ionq.md)
- T3 Rigetti Computing (https://valuechain.wiki/rigetti.md)
- T3 D-Wave Quantum (https://valuechain.wiki/d-wave.md)
- T3 Eaton (https://valuechain.wiki/eaton.md)
- T3 Schneider Electric (https://valuechain.wiki/schneider-electric.md)
- T3 GE Vernova (https://valuechain.wiki/ge-vernova.md)
- T3 Vistra (https://valuechain.wiki/vistra.md)
- T3 Quantum Computing Inc (https://valuechain.wiki/qubt.md)
- T3 Talen Energy (https://valuechain.wiki/talen-energy.md)
- T3 Ciena (https://valuechain.wiki/ciena.md)
- T3 Corning (https://valuechain.wiki/corning.md)
- T3 Globalstar (https://valuechain.wiki/globalstar.md)
- T3 Cummins (https://valuechain.wiki/cummins.md)
- T3 ABB (https://valuechain.wiki/abb.md)
- T3 Caterpillar (https://valuechain.wiki/caterpillar.md)
- T3 Celestica (https://valuechain.wiki/celestica.md)
- T3 Digital Realty (https://valuechain.wiki/digital-realty.md)
- T3 Nike (https://valuechain.wiki/nike.md)
- T3 Amorepacific (https://valuechain.wiki/amorepacific.md)
- T3 Procter & Gamble (https://valuechain.wiki/procter-gamble.md)
- T3 ArianeGroup (https://valuechain.wiki/arianegroup.md)
- T3 Fabrinet (https://valuechain.wiki/fabrinet.md)
- T3 Jabil (https://valuechain.wiki/jabil.md)
- T3 Exelon (https://valuechain.wiki/exelon.md)
- T3 Cerebras Systems (https://valuechain.wiki/cerebras.md)
- T3 Abbott Laboratories (https://valuechain.wiki/abbott-laboratories.md)
- T3 United Parcel Service, Inc. (https://valuechain.wiki/united-parcel-service.md)
- T3 FedEx (https://valuechain.wiki/fedex.md)
- T3 Colgate-Palmolive Company (https://valuechain.wiki/colgate-palmolive.md)
- T3 Norfolk Southern (https://valuechain.wiki/norfolk-southern.md)
- T3 Occidental Petroleum (https://valuechain.wiki/occidental-petroleum.md)
- T3 Entergy (https://valuechain.wiki/entergy.md)
- T3 The Estée Lauder Companies Inc. (https://valuechain.wiki/est-e-lauder-companies.md)
- T3 Ameren Corporation (https://valuechain.wiki/ameren.md)
- T3 Church & Dwight Co., Inc. (https://valuechain.wiki/church-dwight.md)
- T3 Omnicom Group Inc. (https://valuechain.wiki/omnicom-group.md)
- T2 Alphabet (Google) (https://valuechain.wiki/alphabet.md)
- T3 Broadcom (https://valuechain.wiki/broadcom.md)
- T3 Intel (https://valuechain.wiki/intel.md)
- T3 Samsung Electronics (https://valuechain.wiki/samsung-electronics.md)
- T3 TeraWulf (https://valuechain.wiki/terawulf.md)
- T3 NextEra Energy (https://valuechain.wiki/nextera-energy.md)
- T3 Berkshire Hathaway (https://valuechain.wiki/berkshire-hathaway.md)
- T3 MediaTek (https://valuechain.wiki/mediatek.md)
- T3 Flex Ltd. (https://valuechain.wiki/flex-ltd.md)
- T3 Comcast Corporation (https://valuechain.wiki/comcast.md)
- T3 Duke Energy Corporation (https://valuechain.wiki/duke-energy.md)
- T3 Xcel Energy (https://valuechain.wiki/xcel-energy.md)
- T3 Fox Corporation (https://valuechain.wiki/fox.md)
- T1 Legrand (https://valuechain.wiki/legrand.md)

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Full node: https://valuechain.wiki/equinix.md · JSON: https://valuechain.wiki/equinix.json