Equinix (EQIX) is seeing strong growth in its Asia/Pacific and European businesses, and the Switch and Data deal means less new construction will be required to support additional customer growth in the U.S.
The data center industry is hot. Data center stocks are outpacing the broader market, and there's been a flurry of acquisitions and IPOs amid strong interest from investors - especially from the private equity sector.
Content delivery providers Akamai (AKAM) and Limelight Networks (LLNW) were the top performers for the second quarter among data center stocks, while DuPont Fabros Technology (DFT) also had strong gains.
SGI led a group of data center stocks that beat the broader market averages with double-digit gains in the first quarter of 2010. NaviSite (NAVI), VMware(VMW), Akamai (AKAM) and DuPont Fabros (DFT) also had strong quarter. Here's our Data Center...