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Quotables on Digital Infrastructure
“Our belief is that as people, places and objects become increasingly more interconnected, the importance of data infrastructure assets will rise. We expect this rapid growth to persist for the foreseeable future, driven by a number of factors including greater smartphone penetration, increasing data consumption, advent of 5G networks and other new and evolving uses such as Internet of Things, AI and other applications that depend on low latency.”
—Sam Pollock, CEO, Brookfield Infrastructure
“Digital Infrastructure sits at the intersection of numerous disruptive trends, from increasing connectivity through the growth of 5G and the internet of things, to the rise of big data and artificial intelligence, and the transition to software delivered seamlessly through the cloud. We believe that such infrastructure is therefore essential to 21st Century grwoth and can play a mutli-faceted role in investors’ portfolios that could offer income and growth characteristics. ”
—Pedro Palandrani, Research Analyst, Global X Data Center REIT & Digital Infrastructure ETF
“The opportunity at the edge is exactly like the cloud. It’s sort of a new cloud in the making if you think about it. The cloud created an immense amount of opportunity, but it was all about remote computing, taking things to the cloud and it gets computed somewhere. The edge is literally closer to home. We now have a much better way to create, deliver and consume services from the edge. We look at the edge as a massive growth opportunity for VMware and our partners as customers start to build and consume more and more applications and data that will all be delivered from the edge.”
—Shekar Ayyar, Executive Vice President and General Manager for VMware’s Telco and Edge Cloud
Investor News Trending in Digital Infrastructure
Vertical Bridge Completes Strategic Combination with Eco-Site
Source: Vertical Bridge Combined company now has over 20,000 owned and master-leased towers, including over 1,600 recently built towers; Eco-Site Executives Join Leadership Team at Vertical Bridge BOCA RATON, FLA. (PRWEB) NOVEMBER 23, 2020 Vertical...
Digital Colony Leads $1.2 Billion Investment in Vantage Data Centers
Source: LA Business Journal Digital Colony Management, an investment firm established by downtown-based Colony Capital Inc. and digital infrastructure investor and operator Digital Bridge Holdings, has led a $1.25 billion investment in Denver-based...
Strategic Wireless Acquires Tower Portfolios in Louisiana and Wisconsin
Source: InsideTowers.com Strategic Wireless Infrastructure Funds Management, LLC announced yesterday that through its affiliate, SWI Funds Tower Holdings, LLC, it has completed the acquisition of two separate portfolios consisting of cell towers,...
Alaska Communications to Be Acquired, Go Private for $300M in Cash
Source: Inside Towers Investment firms Macquarie Capital and GCM Grosvenor will acquire Alaska Communications Systems Group, Inc. (NASDAQ: ALSK) for $300 million in cash. The transaction will take Alaska Communications private. The...
American Tower Enters Canadian Market With $3.5B Buy of InSite Wireless
Source: Inside Towers American Tower Corporation (NYSE: AMT) today announced that it has entered into a definitive agreement to acquire InSite Wireless Group, LLC, which owns, operates and manages approximately 3,000 communications sites, primarily...
Race Communications Announces New Partnership with Oak Hill Capital
Source: PRNewswire SOUTH SAN FRANCISCO and MENLO PARK, Calif., Nov. 4, 2020 /PRNewswire/ -- Race Communications ("Race"), a fiber-to-the-premises operator serving homes, small businesses and large enterprises across the state...
Stonepeak Announces Agreement to Acquire Astound Broadband from TPG for $8.1 Billion
Source: BusinessWire Represents the largest private equity acquisition in the U.S. in 2020 and the largest cable transaction in the past five years Stonepeak Infrastructure Partners (Stonepeak), a private equity firm specializing in...
Introducing the Global X Data Center REITs & Digital Infrastructure ETF (VPN)
Source: GlobalXETFs On October 29th, 2020, we introduced the Global X Data Center REITs & Digital Infrastructure ETF (VPN) on Nasdaq. VPN seeks to invest in companies that operate data center REITs and other digital infrastructure...
UBS Asset Management Makes Strategic Minority Investment in Tillman Infrastructure to Accelerate U.S. Tower Rollout
Source: BusinessWire Funds managed by UBS Asset Management (UBS-AM) on behalf of a large US pension plan have made a strategic minority investment in Tillman Infrastructure (Tillman), a leading developer and owner of telecommunication tower...
DartPoints Acquires Metro Data Centers
Source: BusinessWire DartPoints, an owner and operator of edge colocation data centers, announces its acquisition of Metro Data Centers (MDC), a full-service provider of interconnection and data center solutions in Dublin, OH serving the Central...
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Trending News in Digital Infrastructure Firms
Edge Computing Is Leading The Next Great Tech Revolution
Source: InCyberDefense.com by Stephen McBride from Forbes Do you want in on the next great tech revolution? Well, it’s happening before our eyes. But it’s a shift so subtle, hardly anyone recognizes the profits at stake. As I’ll show you today, these subtle shifts in...
Dell Technologies, FedEx, Switch Partner for Edge Computing & Real Estate
Source: ZDNet Edge computing build-outs will have a lot to do with real estate assets. Enter a edge computing partnership between Dell (infrastructure), FedEx (real estate footprint) and Switch (data centers). Dell Technologies, FedEx and data center company Switch...
Quantifying How COVID-19 is Accelerating Digital Transformation
Source: eWeek.com Chris Preimesberger, eWEEK | October 28, 2020 eWEEK NETWORKING ANALYSIS: Digital service providers forecast to increase private connectivity 5x between 2019 and 2023, driven by greater demands from enterprises to close digital gaps at the...
IMF urges infrastructure investment to boost post-COVID growth
Source: Reuters WASHINGTON (Reuters) - The International Monetary Fund on Monday said member governments should seize a low interest rate opportunity to invest in infrastructure to drive recovery from the coronavirus pandemic and...
Brookfield Infrastructure Sees a 100-Year Investment Opportunity in Data
Source: The Motley Fool The global infrastructure owner plans to significantly increase its investment in data infrastructure given the massive opportunity it sees ahead. Data is the oil of the digital economy. Like crude over the last couple of centuries, information...
Beyond Colo: Equinix Repositions as Digital Infrastructure Company
Source: Data Center Frontier Equinix is not just about colocation anymore. The company is reinforcing that reality with new branding that positions Equinix as “the world’s digital infrastructure company.” “It expands our lens and get beyond just colocation and...
The Future of Infrastructure is Digital: Macquarie
Source: Financial Standard FRIDAY, 18 SEP 2020 12:09PM COVID-19 has only served to accelerate the already growing trend towards digital infrastructure, according to Macquarie Infrastructure Partners (MIP). Speaking to Financial Standard as...
The Remote Work Reality is Driving New Opportunities for 5G, Edge and IoT
Source: TheFastMode.com By: Jeff Sharp As Coronavirus has forced social distancing to take over most of our lives, companies have been relying on and enforcing remote working policies. This has led many employees to master the art of video-conferencing, adopt new file...
Sology Solutions and Smart City Media Announce Strategic Alliance
Source: Tyler Morning Telegraph RICHARDSON, Texas, Sept. 2, 2020 /PRNewswire/ -- Sology Solutions today announced a strategic partnership with Smart City Media, LLC, which will further its efforts to bridge the digital divide across the...