Breaking into Europe's Digital Infrastructure Markets: Drivers and Trends

Overview

Title: Breaking into Europe's Digital Infrastructure Markets: Drivers and Trends

Duration: 45 Minutes

Register On-Demand
Summary

The digital world has become critical to daily life, as the Covid pandemic proved. As the rate of digitization continues to grow, so does the appetite for digital infrastructure assets that enable and drive it. Critically, for investors - banks, private equity, and pension funds or long-term asset owners - looking to diversify portfolios and lower liability risk, digital infrastructure assets have shown resilience and growth in times of crises.

Driving a digital transition requires investment in infrastructure - datacenters, fiber networks, and wireless communication towers/small cells - that can support data growth and connectivity needs by improving network density, speeds, and reliability.

Data centers serve a variety of functions and are essential for housing both edge workloads and core/cloud workloads. Wireless communication towers are the last mile for all mobile devices and serve as the main connection hub for 5G, fixed wireless and edge computing. While last mile fiber networks support our connected world, from households to enterprises and the state, all with rapidly expanding data needs.

Join us as we discuss the development of Europe's key digital infrastructure trends, including:

  • The rate of fiber development in Europe: the landscape, and the shape of, and appetite for investment and what is driving it.
  • Data center growth and trends in Europe, how fiber and subsea connectivity impacts data center location and how growing edge requirements will impact the industry.
  • The state of tower assets in the region, how they compare with the US and how tower companies are viewing edge computing and the data center.

Speakers
Mai Barakat
Research Analyst for the Datacenter Services & Infrastructure channel
451 Research, a part of S&P Global Market Intelligence
Natalie Colakides
Associate Research Analyst, Media & Communications
S&P Global Market Intelligence
Zaneta Kucerova
TMT Product Specialist, EMEA
S&P Global Market Intelligence
Mohammed Hamza
Principal Analyst, Media & Communications
S&P Global Market Intelligence
 
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