Data centres are at the forefront of the digital economy, driving global transformation through cloud adoption, artificial intelligence, and compliance with data sovereignty regulations. Recognizing their strategic importance, A&M has developed an in-depth report exploring the market dynamics, investment opportunities, and trends shaping this rapidly evolving sector.

This report also provides a detailed analysis of the U.S. and Australian data centre markets, offering critical insights into regional trends.

Key Highlights

1. Compelling Investment Thesis
   Data centres have emerged as a high-performing asset class within digital infrastructure, delivering robust shareholder returns and long-term stability.
2. Drivers of Growth
   1. Digital Transformation: Increasing reliance on cloud services for scalability and efficiency.
   2. Artificial Intelligence: Rising demand for advanced computational power and storage.
   3. Data Sovereignty Regulations: Accelerating need for in-country data hosting solutions.
3. Stable Revenue Streams and Long-term Contracts
4. Hybrid asset classes

Read the full report here