20 Aug 2025
Digital Infra Investment Review H1 2025 Americas
Our Digital Infra Investment Review H1 2025 Americas is now available.
As the world continues to grapple with economic uncertainty, geopolitical shifts, rapid technological change, and valuation gaps, TMT Finance’s H1 2025 Americas Digital Infrastructure Report paints a picture of a dynamic—though uneven—landscape across five core sectors in digital infrastructure.
Key Highlights
- Americas M&A growth: M&A up 8% in volume (303 deals) and 50% in value (US$119bn) in H1 2025.
- Telecoms decline: M&A down 20% in volume (49 deals) and 40% in value (US$14.75bn), with MNO and MVNO deal activity showing growth.
- Towers surge: Spiked by 63% in M&A, reaching 13 deals worth US$9.2bn, led by Macro Cell Towers and Small Cell, DAS.
- Fibre boom: M&A jumped 64% in volume (46 deals) reaching US$33.9bn in value, driven by Enterprise & Open-Access Fibre.
- Datacentres expansion: Deals rose to 73, with US$10bn in value, driven by Land Acquisitions and Power Infrastructure.