Interesting article on equinox and the Cloud Interconnectivity market

Attached is an interesting article on the cloud interconnectivity market and the biggest player in that space today - Equinix through their extensive data centre network and their proprietary connectivity platform. Note where they see Megaport in global connectivity ( note how small a share MP1 has today).

My takeaways are that Equinix sees interconnectivity as its future; it is its fastest growing revenue item. Megaport has lots of open runway to grow. On another thread it was asked how big could MP1 get to in 5 years - $500m plus is in play I think. This market is huge and only going to get bigger.

Note - like MP1, equinox has weathered the corona virus stock price shock well - its actually up in price over the pandemic timeframe

https://seekingalpha.com/article/4342159-equinix-in-single-metric