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
