InfraXmedia Illustrates the Opportunity

Featured Professionals: Thierry Monjauze, Brian Titterington, Greg Waller, Mathew Tsui

Today, data is everywhere. But knowing which datasets to use, combined with sector-specific expertise, is what helps data and information companies uncover actionable insights, drive better decisions, and enhance productivity for their clients.

End markets like data center, with increasingly complex ecosystems and expanding scopes, have a particularly strong need for these companies that can stay ahead of sector developments and guide participants across those changes.

Below, we further explore this opportunity and what our recent client InfraXmedia reveals for today’s investors.

Data Center Ecosystem Complexity Drives Demand

The proliferation of AI and high-performance computing is continuing to accelerate data center expansion around the world. In fact, JLL's 2026 outlook projects nearly 100 GW of new data center capacity added between 2026 and 2030, effectively doubling global capacity, at a 14% CAGR through 2030.¹

As a result, the data center market is becoming more complex as more stakeholders become part of the ecosystem. “The rapid build-out of data center infrastructure comes with many complications, from supplying adequate energy to sourcing advanced semiconductors to incorporating efficient cooling systems,” says Greg Waller, a managing director in our Energy, Power & Infrastructure Group. “It’s no longer a siloed space that can operate, build, and scale without bringing together other industries to solve key challenges.”

This backdrop has made trusted market intelligence more vital than ever. “Everyone involved in the data center market is seeking better data and insights to stay ahead of the sector’s evolution,” adds Thierry Monjauze, a managing director in our Technology Group.

In response, leading data and information services providers need to combine public and proprietary data from wide-ranging sources, while leveraging deep sector expertise, to create a more holistic, accurate view of the entire space. Ultimately, this helps connect the dots between industry participants and support sector-wide growth.

Advanced technology is key for these providers. For example, many best-in-class businesses are adopting GenAI to improve their capabilities through data, pattern, and context management as well as sentiment and predictive analysis. “GenAI can help data and information services companies bring together and surface relevant information faster than ever,” says Brian Titterington, a managing director in our Technology Group. “Companies that can use these tools to focus their expertise on delivering value-added insights will be the winners across their respective sectors.”

Looking ahead, data center growth shows little signs of slowing, and the future will remain bright for those offering a blend of tailored data center intelligence and deep subject matter experience. “Platforms like our recent client InfraXmedia that form the nexus of information flow to the digital infrastructure ecosystem are expected to remain highly attractive to investors,” says Mathew Tsui, a director in our Technology Group.

InfraXmedia: A Cross-Sector, Integrated Media Approach

InfraXmedia is a B2B media, events, and intelligence company serving the global data center, compute, and AI infrastructure market. Harris Williams advised InfraXmedia, a portfolio company of Opus Origin, on its sale of a majority shareholding to Bowmark Capital.

A key factor of InfraXmedia’s success is its integrated media model. While many organizations offer events, editorial content, professional learning, or intelligence products independently, the company has built a leading position by building all these elements on top of its single data and technology platform. This allows the whole platform to become more powerful than the sum of its parts.

“By pulling together data from several sources, including proprietary audience engagement data, customer-contributed industry information, and carefully curated and enhanced public and partner-driven datasets, InfraXmedia has deepened its offering across the data center market,” adds Tsui. “This enables its customers to stay up to date while gaining an edge on industry shifts in a space where innovation is already happening at a high velocity.”

Underpinned by strong demand for data center intelligence and the ongoing global expansion of digital infrastructure, InfraXmedia will continue to see substantial growth.

“With Bowmark Capital’s support, the company will keep building on its momentum by investing in its market intelligence offering, broadening its international events reach, strengthening its technology and AI capabilities, scaling its learning platforms, and pursuing strategic acquisitions,” says Monjauze. “This partnership will help InfraXmedia further cement its status as a top platform for connecting and advancing the digital infrastructure industry.”

Building Clarity in an Evolving Industry

As the data center sector becomes more dynamic and complex, companies that deliver cohesive market-specific data and insights are becoming increasingly valuable.

“The data center ecosystem is getting bigger and more complicated with a wider range of stakeholders, making market intelligence more important,” says Monjauze. “Providers like InfraXmedia that can support decision makers across the space through an integrated media approach will continue to grow and draw investor attention.”

To further discuss investment opportunities across data and information services, please contact our senior professionals.

1. https://www.jll.com/en-us/insights/market-outlook/data-center-outlook