全球最大的数据中心公司之一Equinix Inc.表示，新项目上线面临的障碍日益增多，将使现有产能更具价值，并可能增强其对市场的掌控力——包括定价权。
Inc., one of the world’s biggest data-center companies, said mounting barriers to bringing new projects online will make existing capacity more valuable and potentially strengthen its grip on the market — including pricing.
首席执行官Adaire Fox-Martin周三在分析师电话会议上表示：“如果有许多项目被取消，那么本已稀缺的产能将变得更加稀缺。”她称，这可能让Equinix有空间提高收费。
“If there are a number of projects canceled, then it only makes what is already scarce capacity much more of a scarce resource,” Chief Executive Officer Adaire Fox-Martin told analysts on a call Wednesday. She said that could give Equinix room to charge more.
电力短缺、当地反对和新立法正日益阻碍数据中心建设。不过，Equinix高管表示，该公司比一些竞争对手处境更有利，因为它在不同地区拥有数十个项目，且可以扩建现有园区，而非从头开工新建。
Power shortages, local opposition and new legislation are increasingly impeding data-center construction. Still, Equinix executives said, the company is better positioned than some rivals because it has dozens of projects spread out geographically and can expand existing campuses rather than breaking ground on new ones.
Fox-Martin谈及电力供应担忧时说：“我们肯定不是充耳不闻。”她表示，公司项目的典型电力需求低于许多批发或超大规模开发项目，这使得公用事业公司更容易满足其需求。
“We’re not tone deaf for sure,” Fox-Martin said of concerns around power availability. The company’s projects typically demand less power than many wholesale or hyperscale developments, she said, making it easier for utilities to meet their needs.
首席财务官Olivier Leonetti称，公司约80%的新增产能扩张位于Equinix深耕多年的市场。公司还有48个项目在建，若个别项目遭遇延误，这提供了灵活性。他说：“如果一个项目可能向左走，另一个通常会向右走。”
About 80% of the company’s new capacity expansion is in markets where Equinix has operated for years, Chief Financial Officer Olivier Leonetti said. The company also has 48 projects underway, giving it flexibility if individual developments run into delays. “If one maybe goes to the left, the other one usually goes to the right,” he said.
Equinix表示，在年度化毛预订额增长35%至创纪录的5.33亿美元后，公司目标是今年交付的服务器机柜数量比最初计划多近40%。该股今年已上涨32%。
Equinix said it aims to deliver almost 40% more server cabinets this year than initially planned, after annualized gross bookings rose 35% to a record $533 million. The stock has climbed 32% this year.