Why data centres are becoming an infrastructure asset class
Once viewed as specialist technology facilities, data centres are increasingly becoming essential infrastructure. Rising demand for cloud computing and AI is turning them into a long-term asset class for investors.
ET&A Research · 24 July 2026
Data centres were once viewed mainly as specialist real estate: large buildings filled with servers, leased to technology companies, cloud providers, and enterprises. That view is now changing. As artificial intelligence, cloud computing, digital payments, streaming, cybersecurity, and enterprise software become more central to the global economy, data centres are increasingly being treated as critical infrastructure.
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