Fox-Martin 称新云厂商转向推理和企业客户，Equinix 是自然伙伴，且该群体占 MRR 不到 2%。
我们看到新云厂商正在转型，把推理视为机会，并把企业作为更广泛的客户群。在这种转型中，Equinix 是它们相当自然的合作伙伴。原文 (en)
what we're seeing is a transformation with the neos to looking at inference as an opportunity and enterprise as a much broader base of customers for them to execute against. And in those transformations, Equinix is quite a natural partner for them.
Fox-Martin 表示新加坡是 Equinix 全球最重要的市场之一，包括 SG6 在内的持续投资体现了其在数字经济中的核心作用。
Equinix 在新加坡投资已近 25 年，这座新设施将进一步扩大我们作为中立交换枢纽的布局，让企业连接其创新和增长所需的云、网络和合作伙伴。新加坡是我们全球最重要的市场之一，我们的持续投入证明了它在数字经济中的核心地位。原文 (en)
Equinix has been investing in Singapore for nearly 25 years, and our new facility will further expand our presence as the neutral exchange where enterprises connect to the clouds, networks and partners they need to innovate and grow. Singapore is one of our most important markets globally, and our continued investment here is a testament to the central role it plays in the digital economy.
Fox-Martin 称 Equinix 需求强劲、广泛且可持续，没有单一客户收入占比超过 2.5%。
我先从需求说起。需求强劲、基础广泛且具有持续性。我们有独特的观察视角：我们服务几乎所有行业和工作负载的客户，没有任何单一客户占我们收入的比例超过 2.5%。原文 (en)
I'll start with demand. It's strong, it's broad-based and it's durable. We have a unique purview to this. We serve customers across nearly every industry and workload, and no single customer accounts for more than 2.5% of our revenue.
Fox-Martin 认为托管容量紧缺，Equinix 正处于持续定价强势的早期阶段。
因此我们认为，我们正处于可持续定价强势的非常早期阶段。原文 (en)
So we believe that we're at the very early stage of durable pricing strength going forward.
她表示行业资本开支集中于别处，托管容量不足以满足需求。
从环境角度看，可以说我们处于异常强劲的环境，尤其是托管领域，因为行业大部分资本开支集中在其他方向，市场上没有足够的容量满足需求。原文 (en)
From an environment perspective, though, it is fair to say that we are in an exceptionally strong environment and particularly as it relates to colocation because much of the CapEx in our industry is focused elsewhere, there isn't enough capacity to satisfy the demand that we see in the market.
Fox-Martin 称 Equinix 规模较小且分散的建设降低了监管和执行风险。
我们新的零售型建设针对这些用例，通常不超过 60 兆瓦，远小于最受监管关注的大型园区。我们也不依赖任何单一项目来实现增长目标。目前我们在 32 个市场有 48 个项目在建。原文 (en)
Our new retail builds are sized for these use cases, generally 60 megawatts or less, and they are substantially smaller than the large scale campuses drawing the most regulatory attention. We also don't depend on any single build to meet our growth objectives. We have 48 projects across 32 markets currently in progress.