# Equinix points to smaller facilities as scrutiny of U.S. data center construction grows

- URL: https://talkfuse.com/story/equinix-points-to-smaller-facilities-as-scrutiny-of-u-s-data-center-construction-grows/
- Published: 2026-11-06T07:23:02+00:00
- Updated: 2026-11-06T08:25:49+00:00
- Original publisher: CNBC (publisher lean: Centre)
- Original article: https://www.cnbc.com/2026/11/06/equinix-us-data-center-growth-asia.html
- Topics: AI, Business, Technology

## Key points

- Equinix says customer demand is driving its $7 billion capital spending.
- 53% of projected US hyperscaler growth is in states where restrictions may arise.
- Asia could gain investment, though power and grid constraints remain.

## Summary

Equinix says customer demand, rather than political uncertainty, is driving its data centre expansion as scrutiny of US construction grows. The company’s comments come amid concerns that new restrictions could delay projects and raise costs, with potential knock-on effects for AI infrastructure suppliers.

Equinix’s capital spending has risen from about $2 billion a few years ago to $7 billion, and its third-quarter annualised gross bookings topped $500 million, up 35% year on year. A BMI report estimates 53% of projected US hyperscaler development is in states where newly elected governors could restrict construction, though effects may emerge from 2028. Asia is expected to attract substantial investment, but power, grid capacity, equipment delays and regulatory reviews pose challenges; South Korea may be positioned to gain additional capacity.

---
Summarised by TalkFuse (https://talkfuse.com/). Quote the original publisher for the reporting and link this page for the summary and discussion.