SPECIAL EDITION
OF THE iMASONS 2026 ANNUAL REPORT
The Data Infrastructure Industry is Entering Its Most Constrained Growth Cycle Yet
Growth is no longer dictated by demand alone. Capital is flowing, but deployment is colliding with permitting delays, power constraints, workforce shortages and geopolitical fragmentation.
This “State of the Digital Infrastructure Industry” report reframes the opportunity: not just where to invest, but where execution risk is rising and why.