Hyperscale & Data-Centre Infrastructure
Hyperscale capex, data-centre power and cooling, interconnection, AI-training buildout.
MeridianConsensus
Decision-grade Market IntelligenceAny market · any geography
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.
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.
Every sub-sector below is commissionable as a standalone 30-chapter study, or scoped bespoke for investment-committee and diligence use.
Hyperscale capex, data-centre power and cooling, interconnection, AI-training buildout.
SaaS, platform-as-a-service, data platforms, enterprise AI adoption and pricing.
Network, endpoint, identity, and cloud security; industrial and OT cyber; consolidation economics.
Fixed and mobile network operators, 5G monetisation, streaming, social-platform economics.
AI training/inference platforms, model marketplaces, vector databases, developer-tool SaaS.
Payment networks, embedded-finance, BaaS, stablecoin rails and merchant-acquirer economics.
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.
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.
Hyperscaler capex trajectory, utility-power constraints, and data-centre siting race.
Per-seat vs consumption pricing normalisation; ROI-proof cycle and pilot-to-production conversion.
Best-of-breed to platform pivots; M&A cycle; security-ops unified-platform economics.
ARPU-flat 5G rollout; network-capex-ROI pressure; fibre and FWA as refuge.
Streaming ad tier expansion, connected-TV pricing, and social-platform ad normalisation.
Hyperscaler edge-node expansion, Nvidia DGX-anywhere programmes, and the colocation capacity race for sub-10 ms inference close to the end user.
Per-seat → consumption metering migration; net-retention-rate compression; agentic-pricing frameworks and the ARR-to-cRPO visibility gap.
Copilots moving from horizontal chat to workflow-native vertical apps (Harvey, Abridge, Glean, Sierra); displacement thesis vs incumbent SaaS.
Client identity is held under NDA; scope, methodology, and outcome are disclosed. Full engagement references available under mutual confidentiality.
Sovereign wealth fund
Bottom-up demand model for hyperscale capacity through 2030 with regional heat maps and power-constraint overlays. Provided under retainer advisory.
Informed a $2.4B commitment by the fund to a pan-APAC digital-infrastructure vehicle. Advisory retainer extended into 2026.
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.
Enterprise software, platform, and cybersecurity M&A diligence with competitive-moat framing.
SaaS portfolio benchmarking, Rule-of-40 screening, and AI-exposure portfolio construction.
AI-capex modelling, cloud-migration planning, and platform-vs-best-of-breed architecture decisions.
Infrastructure, security, developer-tools, and AI-platform diligence.
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.
Intel Watchlist · from $89/mo
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.