Digital Infrastructure Securitizations Poised for 46% Growth to Reach $115 Billion by 2026 End

The market for securities backed by digital infrastructure, including data centers, is expected to grow 46% to $115 billion by the end of 2026, according to Bank of America. Data centers account for 61% of the current market, while fiber infrastructure and cell towers make up 20% and 18%, respectively. Investors' concerns about data center development have been alleviated following strong earnings from major hyperscalers.

The market for securities backed by digital infrastructure, including data centers, is poised for significant growth. According to Bank of America, this market is expected to increase by 46% to $115 billion by the end of 2026. Data centers currently account for 61% of the market, while fiber infrastructure and cell towers contribute 20% and 18%, respectively [1].

Investors' concerns about data center development have been mitigated by strong earnings from major hyperscalers. This growth is driven by the exponential rise in global data traffic, fueled by increased internet usage, IoT devices, video streaming, and enterprise digital transformation. The need for robust networking infrastructure to support low latency, high availability, and secure data flow between on-premises and cloud environments is a key driver. The ongoing expansion of hyperscale data centers by companies such as Amazon, Meta, and Google significantly contributes to this growth [2].

The global data center networking market size was estimated at USD 38.49 billion in 2024 and is projected to reach USD 154.83 billion by 2033, growing at a CAGR of 17.2% from 2025 to 2033 [2]. The market is segmented by component (hardware, software, services), end-use (BFSI, IT & Telecom, Healthcare, Retail, Education, Government), and region, with a strong focus on enterprise-level applications and regulatory compliance.

The integration of stablecoins like Ripple's RLUSD, which is set to launch in Japan in early 2026, is another indicator of the growing interest in digital infrastructure. RLUSD will be 1:1 backed by U.S. dollar reserves and audited monthly, designed for regulated, enterprise use under Japan’s new stablecoin rules. This initiative aligns with Ripple’s strategy to build compliant payment rails and institutional solutions, reflecting a broader trend towards enterprise-grade stablecoin infrastructure [1].

The market for digital infrastructure-backed securities is expected to benefit from these trends, with investors seeking opportunities in robust, regulated, and scalable digital infrastructure solutions. As the demand for high-bandwidth, scalable, and intelligent networking solutions continues to grow, the market for these securities is likely to see further expansion.

References:
[1] https://en.coinotag.com/ripples-rlusd-could-arrive-in-japan-by-early-2026-with-11-usd-backing-and-monthly-attestations/
[2] https://www.globenewswire.com/news-release/2025/08/25/3138241/28124/en/Data-Center-Networking-Market-Size-Share-Trends-Analysis-Report-2025-Global-Data-Center-Networking-Market-to-Surge-Over-Fourfold-by-2033.html