Where will US digital infrastructure capital go next?

At TMT Finance USA 2026 in New York, Analysys Mason brought together senior investors and industry leaders for private breakfast roundtables to discuss where digital infrastructure capital is likely to be deployed next. Across three focused discussions, participants talked candidly about the risks and opportunities shaping investment in data centers, fiber networks and towers. Topics included: how to manage development risk, where consolidation and new funding models could create value, and how established infrastructure platforms can evolve without weakening the investment characteristics that made them attractive. The conversations came as Analysys Mason strengthens its presence in the US, building on an extensive North American client base and bringing its global transaction, strategy, and technical expertise closer to clients that are making critical investment decisions in the market.