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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

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Fritzche's Forum

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..

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Investor News Trending in Digital Infrastructure

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...


Venture Capital, Private Equity and M&A Professionals

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Trending News in Digital Infrastructure Firms

The Coming Age of Digital Reality

Source: Axios The next decade of technological advances — in virtual reality and AI — is poised to move more of human life into the digital realm. The big picture: Moments of great upheaval are often followed by major technological and social innovations....

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