What’s behind 2025’s surge in global digital infra M&A and debt?
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Global digital infrastructure proved resilient in 2025, with steady deal flow and a powerful resurgence in mega-transactions driving total value sharply higher.
As revealed in our Digital Infra Investment Report 2025, a total of 1,129 M&A deals were announced worldwide, up 3% yoy, while aggregate disclosed M&A value surged 61% to US$509.9bn – a clear rebound from US$316.7bn in FY 2024. Momentum peaked in Q4, which delivered US$178.1bn across 285 deals, more than doubling value yoy.
Debt markets told a similar story, defined by a rise in large-scale financings. Looking ahead, TMT Finance’s Loans Pipeline is tracking 155 live digital infrastructure deals, heavily concentrated in the datacentre sector, spanning 41 in the Americas, 40 in Europe and 24 in APAC – underscoring strong forward momentum across global markets.
Download the free Executive Summary for a preview of the full findings. You'll also get access to three regional reports with Americas, EMEA and APAC-specific analysis.
Key highlights:
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.
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