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brianletort.aiD. Brian Letort, Ph.D.

AI Market · Forecast desk · partial · networking

70% · partial

At least one major colocation or interconnect operator reports cross-connect or interconnect revenue growth outpacing compute capacity revenue growth for two consecutive quarters.

Back to the bookIssue 2026-W17

Outcome

partialcalled at 70%brier contribution 0.040other

Equinix Q1 Apr 29: Fabric revenue +26% YoY, Fabric bookings +70% YoY, raised guidance — first of two quarters needed. Score moves to hit if Q2 confirms the same outpacing, expected early August.