Macquarie: инвестиционный спрос на ИИ ускорит сделки на рынках капитала Австралии

Australian investment bank Macquarie, the country's largest deal underwriter, said on July 22, 2026, that investor demand for companies in the artificial intelligence supply chain will accelerate activity in Australia's capital markets.

What Macquarie said

Macquarie is forecasting a rise in the number of deals in Australia's capital markets driven by the investment boom around artificial intelligence. According to Bloomberg, investor demand for exposure to companies across the entire AI supply chain — from energy and equipment suppliers to data center operators — will spur share placements, capital raises, and mergers and acquisitions. The bank gives its assessment as the country's largest underwriter, meaning the main intermediary that helps companies go public and raise money from investors.

Why investors are chasing AI

Investors are looking for ways to gain exposure to the artificial intelligence boom not only through major technology companies but also through adjacent industries. The AI supply chain includes chipmakers, electricity suppliers, data center builders and operators, cloud infrastructure companies, and software developers. For Australia's commodity-driven, energy-intensive economy, this means interest in energy, infrastructure, and mining players that provide the physical foundation for computing. According to Macquarie's assessment, it is this broader demand — not just bets on individual AI startups — that will fuel a new wave of deals on the ASX exchange.

Investor demand for exposure to companies in the AI supply chain will accelerate activity in

Australia's capital markets.

— Macquarie's position, according to Bloomberg

What Australia has to do with it

Australia is one of the world's largest suppliers of raw materials critical to AI infrastructure: iron ore and steel for construction, lithium and rare earth metals for equipment, uranium and gas for powering data centers. Demand for computing is rising, and with it the need for the energy and materials that the Australian economy produces. That's why investment interest in the AI supply chain directly affects local commodity and energy companies — and, by extension, the deals surrounding them.

What hasn't been disclosed yet

Macquarie did not name specific amounts, timelines, or deals in its published comments. Bloomberg cites the bank's assessment as a forecast of the market's general direction, without detail on individual IPOs or amounts of capital raised. So the scale of the expected activity remains, for now, a qualitative assessment from the country's largest dealmaker rather than a quantitative forecast. Capital markets are the mechanism through which companies raise money: initial public offerings (IPOs), follow-on share issues, and bonds; an underwriter like Macquarie arranges and guarantees such deals.

What this means

The AI boom is no longer just a story for US technology exchanges: it is spreading to regional capital markets like Australia's, fueling interest in the energy, infrastructure, and raw materials that underpin computing. For investment banks like Macquarie, this points to a potentially busier year for deals.