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“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
InfraTech SPAC Raises $250M in IPO, Plans Digital Infrastructure Deals
Source: Datacenter Frontier There’s a new public company shopping for a $1 billion acquisition of a digital infrastructure company. InterPrivate IV InfraTech Partners Inc. raised $250 million in its IPO Friday on the NASDAQ market, and will operate...
HORIZON ACQUIRES INFINITY FIBER, LLC
Source: Horizon Connects COLUMBUS, Ohio – March 2, 2021 – Horizon has acquired Infinity Fiber, LLC, anchoring the continued expansion strategy into Indiana. The acquisition provides connectivity to multiple data centers in Indiana and augments...
Digital Colony Swallows Boingo Wireless for $854 million
Source: Capacity Media Mobile infrastructure and wifi company Boingo Wireless is to become part of Digital Colony’s empire, which already includes FreshWave, Highline do Brasil and 50% of Zayo. The private investor said yesterday that it will pay...
Triple Point returns with digital infrastructure IPO
Source: Investment Week UK Triple Point Investment Management is to launch a digital infrastructure-focused investment trust on the London Stock Exchange, hopeful of investor support despite the continuing pandemic. Digital 9 Infrastructure will...
Airtower Networks Secures Private Equity Funding from Lumerity Capital
Source: PR Web Airtower Networks, “One of The Fastest Growing Companies in America” (Inc. 500) and a leading wireless infrastructure provider, announced today that it has successfully closed on a round of new funding. The investment was made by...
Cordiant Capital to launch digital infrastructure investment trust
Source: InvestmentWeekUK Cordiant Capital has targeted a £300m raise for a digital infrastructure investment trust, as it looks to "capitalise on the surging growth in data consumption and traffic". The investment manager will look to issue up to...
Everest Closes 2020 with Acquisition of 40 Midwest Tower Sites
Source: Everest Infrastructure Partners Everest Infrastructure Partners acquired more than 40 tower sites located throughout the Midwest region during 2020. Included in the acquisitions are 30 on-air macro towers located in major markets with an...
Everest Acquires Top Sites, Inc. and California Tower Portfolio
Source: Everest Infrastructure December 19, 2020 Everest Infrastructure Partners has Acquired Top Sites, Inc. and its’ portfolio of wireless towers located in Northern California. “We are incredibly pleased to complete the acquisition of Top...
AST & Science Going Public with $1.8 Billion Valuation of Satellite Broadband Venture
Source: InsideTowers.com On Wednesday, special purpose acquisition company New Providence announced that it would take Texas-based AST & Science public through a Special Purpose Acquisition Company (SPAC) deal. CNBC reported that satellite...
Virginia Retirement System Pledges $100 Million to Digital Colony Digital Infrastructure Fund
Source: Pensions and Investments Online Virginia Retirement System, Richmond, at a Thursday board meeting announced commitments of $500 million. Within its credit strategies asset class, the $85.1 billion pension fund committed $300 million to Ares...
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Trending News in Digital Infrastructure Firms
Global X Which themes are set to be benefit from the US infrastructure plan?
Source: CMCMarkets.com In this article, Andrew Little, a research analyst at Global X, breaks down how the US infrastructure plan will stimulate certain themes and highlights the main beneficiaries. The long-awaited $2trn US infrastructure plan has arrived. On 31...
Telecom Biden targets $100B for universal broadband access in $2T plan
Source: Fierce Telecom U.S. President Joe Biden outlined a plan to allocate $100 billion to fund broadband improvements with the goal of achieving 100% coverage by 2030, as part of a newly unveiled $2 trillion infrastructure package. Among other things, the...
Fastly Stands At The Leading Edge Of Edge Computing
Source: Nasdaq Fastly, Inc. (FSLY) is literally at the leading edge of an emerging technology called edge computing, which promises to significantly improve the performance of many cloud-based applications such as online gaming and augmented reality. While the concept...
Digital Infrastructure Sector M&A Heating Up as Pandemic Slows
Source: Lexology.com Carpenter Wellington PLLC February 23 2021 More investment cash is following into the digital infrastructure sector. Investors are eying new targets as the pandemic seems to be getting under control. The move shows that a new wave of...
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...
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...