Infra

ForumInfra

CRE + public infrastructure + construction + data centers.

Four sub-modules: commercial real estate, public infrastructure (transit + water + airports), construction, data centers. Cross-links to energy + tech-AI-infra + finance.

Start free on ForumInfra See a sample brief

Source landscape

797+

catalogued infra sources — regulatory, financial, trade press, academic, patents, court records, vendor blogs, conference catalogs

PhasePhase 1 — active build

Sub-modules4

Personas tuned6

Wave-2 target300+ sources

Featured entities

Prologis Equinix Digital Realty AECOM Brookfield Infrastructure

Personas

Six tuned briefs for the infra buyer set.

Each persona gets section structure, source weights, and citation depth tuned to its job-to-be-done. Briefs are 400–800 words and arrive at 06:00 customer local.

CRE equity research + REIT analyst

Infra equity + PE investor

Construction corp-strat + capital planner

Public-infra regulatory + funding counsel

Infra journalist + analyst

Data-center site selector + operator

Forum Brief — Infra

Continuous per-persona daily synthesis across 4 sub-modules. Citation-validated. Voice-readable.

Forum Forecast — Infra

Monte-Carlo probability distributions on M&A, regulatory, capacity, and exec movement events. 3 forecast types per persona at v1.

Forum Network — Infra

Cross-sector entity graph linking Infra entities to their appearances in adjacent sectors. Featuring Prologis and Equinix.

Brief preview

A recent Infra brief — first two sections.

Headlines

Wiz disclosed a $32B all-stock acquisition by Alphabet, clearing antitrust review faster than the Mandiant deal 1 2. Palo Alto Networks raised FY26 product revenue guidance by 300bps on platform-consolidation momentum 3. CrowdStrike's earnings call previewed an ITDR module landing in Q3, narrowing the gap to Microsoft Defender's identity surface 4 5.

Competitor moves

Microsoft positioned its E5+Defender bundle as the default SOC for mid-market customers in a 2026-05-19 Build keynote 6, with Sentinel-as-XDR pricing moving from per-event to per-asset 7. The shift compresses the per-seat economics of pure-play SIEM vendors and directly pressures Splunk's renewal cycle 8.

Zscaler announced a private CrowdStrike-aligned XDR integration in a 2026-05-21 press release 9, telegraphed at RSA 2026 panel discussion 10. Cloudflare's API-security pricing pivoted to consumption-based on 2026-05-23, ending the flat-rate model and aligning with Wiz pricing posture 11.

Competitive teardown

What we add vs. the incumbents.

Each incumbent covers part of the infra landscape at a premium price point. Forum Atlas aggregates them — and adds capabilities the human-analyst cost structure cannot fund.

CoStar (CRE)

Covered + cited in every Infra brief where relevant; cross-referenced to the Forum Atlas synthesis layer.

Green Street

Covered + cited in every Infra brief where relevant; cross-referenced to the Forum Atlas synthesis layer.

S&P Global - Infra

Covered + cited in every Infra brief where relevant; cross-referenced to the Forum Atlas synthesis layer.

BRG

Covered + cited in every Infra brief where relevant; cross-referenced to the Forum Atlas synthesis layer.

Datacenter Dynamics

Covered + cited in every Infra brief where relevant; cross-referenced to the Forum Atlas synthesis layer.

Cross-sector moat

Infra entities that touch other sectors.

Forum Network resolves each Infra entity across every sector it touches — letting you see, for example, how an M&A move in Tech reshapes Cyber exposure or Defense supplier dynamics.

BlackRock

BLK

FinanceEnergyMaterialsInfraTech

appears in 5 sectors · importance 98.9

Amazon

AMZN

TechInfraHealthCommsEnergy

appears in 5 sectors · importance 98.2

ForumInfra

Try Forum Atlas on Infra.

The free tier includes the top-3 daily items in Infra. No credit card.

Start free See pricing

Forum Atlas

Infra

ForumInfra

CRE + public infrastructure + construction + data centers.

Four sub-modules: commercial real estate, public infrastructure (transit + water + airports), construction, data centers. Cross-links to energy + tech-AI-infra + finance.

Start free on ForumInfra See a sample brief

Source landscape

797+

catalogued infra sources — regulatory, financial, trade press, academic, patents, court records, vendor blogs, conference catalogs

PhasePhase 1 — active build

Sub-modules4

Personas tuned6

Wave-2 target300+ sources

Featured entities

Prologis Equinix Digital Realty AECOM Brookfield Infrastructure

Personas

Six tuned briefs for the infra buyer set.

Each persona gets section structure, source weights, and citation depth tuned to its job-to-be-done. Briefs are 400–800 words and arrive at 06:00 customer local.

CRE equity research + REIT analyst

Infra equity + PE investor

Construction corp-strat + capital planner

Public-infra regulatory + funding counsel

Infra journalist + analyst

Data-center site selector + operator

Forum Brief — Infra

Continuous per-persona daily synthesis across 4 sub-modules. Citation-validated. Voice-readable.

Forum Forecast — Infra

Monte-Carlo probability distributions on M&A, regulatory, capacity, and exec movement events. 3 forecast types per persona at v1.

Forum Network — Infra

Cross-sector entity graph linking Infra entities to their appearances in adjacent sectors. Featuring Prologis and Equinix.

Brief preview

A recent Infra brief — first two sections.

View full brief

Headlines

Data center construction remains the dominant growth engine across infrastructure markets. HOCHTIEF was awarded a contract to build a data center for NTT Global Data Centers in Berlin, a deal "valued at several hundred million euros" covering a 36 MW facility 1. The win reflects a broader backlog surge: HOCHTIEF "secured EUR 16.8 billion of new data center orders" in 2025, with the segment now representing "21 percent of backlog" 1. The buildout is also reshaping US construction-spending statistics — "New Census data showed that data center construction reached an annualized rate of $50.7 billion in April, surpassing general office construction" 2. Project-starts data corroborates the trend: Dodge Construction Network reported that "megaprojects drove sizable growth in groundbreaking activity" during May, per director of economic research Sarah Martin 3. Together, these figures point to a structural shift in construction demand — data centers have moved from a niche vertical to a primary driver of both contractor backlog and national construction-spending benchmarks, with knock-on implications for materials, skilled labor, and grid-interconnection capacity across US and European markets alike.

A real Infra brief from the live corpus — every claim citation-validated, the same discipline every Forum Atlas brief carries.

Brief preview

A recent Infra brief — first two sections.

Headlines

Competitor moves

Competitive teardown

What we add vs. the incumbents.

Each incumbent covers part of the infra landscape at a premium price point. Forum Atlas aggregates them — and adds capabilities the human-analyst cost structure cannot fund.

CoStar (CRE)

Covered + cited in every Infra brief where relevant; cross-referenced to the Forum Atlas synthesis layer.

Green Street

Covered + cited in every Infra brief where relevant; cross-referenced to the Forum Atlas synthesis layer.

S&P Global - Infra

Covered + cited in every Infra brief where relevant; cross-referenced to the Forum Atlas synthesis layer.

BRG

Covered + cited in every Infra brief where relevant; cross-referenced to the Forum Atlas synthesis layer.

Datacenter Dynamics

Covered + cited in every Infra brief where relevant; cross-referenced to the Forum Atlas synthesis layer.

Cross-sector moat

Infra entities that touch other sectors.

Forum Network resolves each Infra entity across every sector it touches — letting you see, for example, how an M&A move in Tech reshapes Cyber exposure or Defense supplier dynamics.

BlackRock

BLK

FinanceEnergyMaterialsInfraTech

appears in 5 sectors · importance 98.9

Amazon

AMZN

TechInfraHealthCommsEnergy

appears in 5 sectors · importance 98.2

ForumInfra

Try Forum Atlas on Infra.

The free tier includes the top-3 daily items in Infra. No credit card.

Start free See pricing

ForumInfra — CRE + public infrastructure + construction + data centers. · Forum Atlas