9 Mar 2026
Digital Infra Investment Report 2025
Our Digital Infra Investment Report 2025 is now live and we can share that last year saw global M&A value surge – total value jumped 61% to US$509.9bn (from US$316.7bn).
For a preview of the full findings, we now have Executive Summary reports free to download – alongside the Global edition, you'll also get access to three regional reports with Americas, EMEA and APAC-specific analysis.
Key findings:
- Americas leads decisively – The region accounted for 57% of M&A volume and 77% of M&A value with the US contributing US$377.7bn
- Europe and APAC see softer M&A values – Europe’s deal value was down 22%; APAC recorded value down 13%.
- Landmark debt financings expand hyperscale capacity – Vantage raised US$38bn and Meta secured US$27.3bn to fund AI-focused datacentre expansion.
- Datacentres drive growth – M&A volume surged 98% and value rose 161% to US$184.3bn, representing 36% of global M&A value.
- 2026 pipeline remains robust – with 192 global M&A deals and 155 loan deals currently live or anticipated.
