[GUEST ACCESS MODE: Data is scrambled or limited to provide examples. Make requests using your API key to unlock full data. Check https://lunarcrush.ai/auth for authentication information.]
matthew sigel, recovering CFA @matthew_sigel on x 45.2K followers
Created: 2025-07-16 12:06:23 UTC
$EQIX is underperforming in 2025, down ~20% YTD, as investors digest the reality that its legacy urban data centers aren’t built for the AI era. With most sites optimized for colocation, not GPUs, EQIX now plans to spend up to $5B/year just to catch up.
What it lacks is high-performance compute at the metro edge, where inference demand is growing fastest.
That’s exactly where $BTBT, via WhiteFiber, is focused, building “metro edge data centers” purpose-built for AI. They’ve deployed thousands of GPUs and are scaling fast. But this is a capital-intensive strategy.
From BTBT’s SEC filing:
“We will continue to explore private equity financings in the form of joint ventures with institutional partners.”
WhiteFiber’s proposed IPO implies a $500M valuation, just one-tenth of EQIX’s annual capex plans.
EQIX has capital and customers. BTBT has the infrastructure and momentum.
One needs growth. The other needs scale.
A natural partnership 🤝🔌
XXXXXX engagements
Related Topics $btbt inference metro $5byear coins ai $eqix stocks real estate bit digital