Insight & Analysis

Thought-leaders and Experts in digital infrastructure & investment provide opinion and analysis on the opportunities and challenges in digital infrastructure investment.
The Industry Perspective

The Industry Perspective

  Matt Vartabedian, a leading wireless and telecom industry analyst, offers a perspective of investment from the perspective of the technology industry as a whole.Matt Vartabedian Analyst IGRThe Age of the Machine March 3, 2021 One of the surprises of the Year...

Vantage Towers aims to be ‘5G superhost’

Vantage Towers aims to be ‘5G superhost’

Source: TelecomTV Vantage Towers, Vodafone’s neutral host spin-off with near-term IPO plans, is positioning itself as a “5G superhost” that can support the specific connectivity needs of enterprise users as well as wireless service providers. “We remain focused on our...

Jennifer Fritzsche

Jennifer Fritzsche

  Jennifer Fritzsche, a leading investment analyst in Telecom, Media and Technology, offers up her unique insight and thought about the rapidly evolving world of digital infrastructure, investment and policy..February 23, 2021 The SPAC is back!  That is the...

Triple Point returns with digital infrastructure IPO

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 invest in a range of...