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USA Market Intent and Sentiment Report

Digital Infrastructure M&A and Financing

Download your free executive summary

The new TMT Finance USA Market Intent and Sentiment Report 2026 is now available.  

This report delivers an exclusive, data-driven view of US digital infrastructure dealmaking intent for the year ahead. 

Based on insights from 227 senior executives, this report integrates quantitative polling, proprietary deal-flow tracking, and expert analysis to deliver a clear view of the sentiment, opportunities, and risks shaping the outlook for 2026.

Download the Executive Summary to get a preview of the full report, which gives you:

  • A clear, data-grounded view on whether the current investment cycle is sustainable
  • Advance insight into emerging deal opportunities across datacentres, fibre and towers
  • A deeper understanding of how ABS, continuation funds, and private placements are reshaping financing structures
  • Guidance on the critical risks shaping 2026 strategy, from power scarcity to capital efficiency
  • Strategic intelligence for market-entry planning and competitive differentiation

 

Complete the form to download your Executive Summary:

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