TMT Finance Report Shows Rising M&A Optimism in European Digital Infrastructure Amid AI Growth
TMT Finance's 2026 Europe Market Sentiment Report indicates a surge in M&A optimism, with 77% of surveyed executives expecting increased activity over the next year. AI-linked datacentres are highlighted as the most attractive M&A segment, while valuation gaps and financing challenges are noted as key barriers. The report forecasts a shift in digital infrastructure financing toward ABS and CMBS by 2027.
Topics: AI-linked datacentres capital markets digital infrastructure M&A valuation gaps