Globe News Wire
26 Jun 2026, 09:15 UTC · 2h ago
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5 claims · each scored for market impact
The global Data Center Infrastructure Management (DCIM) market is projected to grow from USD 3.61 billion in 2025 to USD 12.82 billion by 2035. — Significant long-term revenue growth projections for the sector indicate strong tailwinds for infrastructure software and hardware providers.
+0.60Blackstone agreed to acquire Australian data center operator AirTrunk for USD 16 billion. — A massive capital deployment by a major private equity firm signals high institutional confidence and valuation premiums for data center assets.
+0.50AI-driven computing workloads and hyperscale deployments are emerging as primary growth drivers for DCIM demand. — Directly links the ongoing AI boom to operational spending on management software, diversifying the AI trade beyond chips.
+0.40Continue reading
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The services segment is projected to register the fastest growth in DCIM due to increasing deployment complexity. — Suggests a shift toward high-margin professional services and consulting as infrastructure becomes too complex for internal management.
+0.30DigitalBridge acquired Yondr Group to add approximately 878 MW of contracted AI-ready capacity. — Demonstrates active consolidation and capacity expansion specifically targeted at AI-ready infrastructure.
+0.30Which stocks this story touches
The company strengthened its position in digital infrastructure by agreeing to acquire AirTrunk for USD 16 billion.
The company expanded its AI-ready data center portfolio through the acquisition of Yondr Group.
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