Hyperscale & Data-Centre Infrastructure
Hyperscale capex, data-centre power and cooling, interconnection, AI-training buildout.
MeridianConsensus
Decision-grade Market IntelligenceAny market · any geography
Industry coverage1 commissioned study · $16.5B in aggregate coverage
Information & Communications Technology.
ICT is the largest TAM on the planet and the fastest-rotating. Our studies cover hyperscale infrastructure, enterprise software, cybersecurity, telecoms, and the consumer-platform economy.
Our view
Thesis on Information & Communications.
ICT is the largest TAM on the planet and the fastest-rotating. Our studies cover hyperscale infrastructure, enterprise software, cybersecurity, telecoms, and the consumer-platform economy.
Same methodology as every other Meridian verticalCommittee-reviewed before publication
What we research
Sub-sectors of Information & Communications.
Every sub-sector below is commissionable as a standalone 30-chapter study, or scoped bespoke for investment-committee and diligence use.
Enterprise Software & Cloud
Interactive · live
A working information & communications dashboard.
Every commissioned information & communications study ships as an interactive dashboard, size and trajectory, ranked share, regional cuts, segmentation. Hover every bar to see the underlying figure; every number is traceable to a named source.
Interactive dashboard · live
Enterprise IT + telecom · specimen
Overview
2025 size · 2026–2036 forecast · committee-signed
$5.01T
2019$5.13T
2020$5.26T
2021$5.40T
2022$5.54T
2023$5.68T
2024$5.82T
2025$7.16T forecast
2030$9.18T forecast
2036Revenue trajectory (historical 2020 – Q1 2026 · forecast 2026–2036)
Strategic themes · this quarter
What is moving in Information & Communications.
The priorities our research committee is tracking across the sector this quarter. Sub-sectors describe structure; themes describe motion. Reports commissioned against these themes ship with the latest signal-read baked in.
AI training infrastructure capex
Hyperscaler capex trajectory, utility-power constraints, and data-centre siting race.
Enterprise AI adoption and pricing
Per-seat vs consumption pricing normalisation; ROI-proof cycle and pilot-to-production conversion.
Cybersecurity platform consolidation
Best-of-breed to platform pivots; M&A cycle; security-ops unified-platform economics.
In the library
Commissioned studies.
Representative engagement
A recent Information & Communications engagement.
Client identity is held under NDA; scope, methodology, and outcome are disclosed. Full engagement references available under mutual confidentiality.
Engagement
Data-Centre Infrastructure
Sovereign wealth fund
$2.4B
Commitment informed
Scope
Bottom-up demand model for hyperscale capacity through 2030 with regional heat maps and power-constraint overlays. Provided under retainer advisory.
Outcome
Informed a $2.4B commitment by the fund to a pan-APAC digital-infrastructure vehicle. Advisory retainer extended into 2026.
Who uses this research
Role-tested in Information & Communications.
The four teams that most commonly commission information & communications research. Each role below maps to a specific use-case the commissioned study is scoped against, from diligence to annual planning.
Corporate Development · Software
Enterprise software, platform, and cybersecurity M&A diligence with competitive-moat framing.
Commission research
A information & communicationsmarket we haven’t yet covered?
Same methodology, same committee review, same written support. If you can describe the sub-sector, we can commission the study, accessible instantly on demand. Any geography, any boundary.
Adjacent coverage
Related verticals.
Intel Watchlist · from $89/mo
Track information & communications continuously — never miss a deal, exec move, or filing.
Senior Analyst Support ships an always-on intel feed: M&A 8-Ks, exec moves, regulatory dockets, and patent filings on information & communications. Email + Slack delivery. Cancel any time.