Digital Infrastructure Investment Paper – May 2025

HMC Capital has released a thematic research paper analysing the demand drivers supporting digital infrastructure including artificial intelligence (AI). The report examines the recent equity market correction and its impact on investor sentiment, offering valuable context for current valuation trends within digital infrastructure, with a particular focus on DigiCo Infrastructure REIT.

A key section of the paper explores the growing influence of artificial intelligence on the sector. While AI is driving unprecedented demand for data centre capacity, it also introduces concerns around the rapid evolution of AI models and the potential risk of market oversupply.

Despite recent volatility, DigiCo Infrastructure REIT remains well-positioned to benefit from long-term structural demand, presenting a compelling opportunity for investors seeking exposure to digital infrastructure.

We’re also pleased to share that the full Digital Infrastructure panel from the HMC Capital Investor Day is now available on our website and is linked below. The session features insightful commentary from Dan Golding, a world-renowned expert in data centres, offering further perspective on the sector’s outlook.

To view our Digital Infrastructure panel video, please visit bit.ly/4meI6aW

Our Digital Infrastructure research paper is also available to view online here.