AI BOOM SET TO UNLOCK AUSTRALIAN CAPITAL MARKETS

Macquarie's forecast reflects broader global momentum around artificial intelligence infrastructure and related investments. Companies positioned along the AI supply chain—from semiconductor manufacturers to data center operators—are attracting significant capital flows. The outlook suggests Australia's financial markets could see increased M&A activity, IPOs, and equity capital raises as investors seek exposure to the AI sector. Macquarie's position as the nation's leading underwriter gives weight to predictions about deal volume acceleration. Australia has emerging strengths in AI-adjacent sectors, including technology infrastructure and resource companies exploring AI applications. The anticipated surge aligns with global venture capital and institutional investor trends favoring companies positioned to benefit from AI adoption. Macquarie's assessment signals strong near-term prospects for dealmaking activity, particularly in sectors supporting the broader AI ecosystem expansion.