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Digital Infrastructure Research, Forecasts & Analysis

The underlying physical and virtual assets that enable cloud, computing, and connectivity.

1 Digital Infrastructure report1 analyst coveringLatest publication:May 2026

Featured Digital Infrastructure research

Digital Infrastructure Surges in April 2026 on Record Data Center Utilization and Graphene Breakthroughs

Digital Infrastructure Surges in April 2026 on Record Data Center Utilization and Graphene Breakthroughs

Sector gains led by Adisyn's 264.4% surge and Nextdc's 21.6% rise following A$2.2bn in capital initiatives during April 2026.

May 2026

EQUITY INSIGHT SERIES | Q1 2026: Big Tech Q1 2026 Earnings

EQUITY INSIGHT SERIES | Q1 2026: Big Tech Q1 2026 Earnings

Hyperscalers report record revenue beats but face a 158% surge in memory costs and diverging free cash flow outcomes.

May 2026

Microsoft’s $25B Australian Investment: Avoiding AI’s Technology Lock-In

Microsoft’s $25B Australian Investment: Avoiding AI’s Technology Lock-In

Microsoft must recover a 28.7% historical ROIC on a $150bn global capex base, driving 10-25% annual price hikes for M365 users.

Apr 2026

Coverage in Digital Infrastructure

Monthly Commentary(1)

Digital Infrastructure analysts

David KennedyDavid Kennedy
AllTelecomEnterprise ICTDigital InfrastructureDigital PlatformsDigital EconomyDigital RegulationMedia
Monthly Commentary

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