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What is Digital Infrastructure (Dgtl Infra)?

Digital Infrastructure is the physical link, which is driving connectivity, as Internet traffic, mobile data traffic, and data storage needs increase.

Despite common misunderstandings around “wireless” communication and the “cloud”, the entirety of global communications networks are reliant on physical infrastructure assets.

Digital Infrastructure represents the building blocks of fundamental technologies like 5G and is comprised of four types of real assets, which coexist to deliver bandwidth: 1. Towers, 2. Data Centers, 3. Fiber, and 4. Small Cells & DAS.

Dgtl Infra covers the latest developments from the leading digital infrastructure companies, both public and private, including:

American Tower

Towers

Leases space on communications sites to wireless service providers, radio and television broadcast companies, wireless data providers, government agencies and municipalities.

Crown Castle

Towers

Leases shared communications infrastructure to customers throughout the U.S., including ~40k towers and ~80k route miles of fiber supporting small cell networks.

SBA Communications

Towers

Owner and operator of wireless communications infrastructure, including towers and rooftops that support antennas used for wireless communications, principally in the U.S.

Cellnex Telecom

Towers

Provides services to mobile network operators, broadcasters and other public and private companies acting as a neutral European telecommunications infrastructure operator.

Equinix

Data Centers

Connects enterprises and service providers directly to their customers and partners across the world’s most interconnected data center and interconnection platform.

Digital Realty

Data Centers

Global provider of data center, colocation, and interconnection solutions for customers across a variety of industry verticals including cloud and information technology services.

CyrusOne

Data Centers

Owns, operates, and develops enterprise-class, carrier-neutral, multi-tenant, and single-tenant data center properties, which are purpose-built facilities with redundant power and cooling.

CoreSite Realty

Data Centers

Ownership, acquisition, construction, and operation of strategically located data centers in the U.S. which deliver secure, reliable, high-performance solutions to customers.

Zayo Group

Fiber

Provider of bandwidth infrastructure in the U.S. and Europe, including leased dark fiber, fiber to cellular towers and small cells, Wavelength connections, Ethernet, and IP.

Cogent Communications

Fiber

Provider of low-cost, high-speed Internet access, private network services, and data center colocation space with a network specifically designed to transmit packet switched data.

Uniti Group

Fiber

Acquires and constructs fiber optic broadband networks, wireless communications towers, copper and coaxial broadband networks and data centers.

Lumen Technologies

Fiber

Owns ~450k route miles of fiber optic cable globally and are among the largest providers of communications services to domestic and global enterprise customers.

Boingo Wireless

Small Cells & DAS

Builds wireless networks incl. DAS, Wi-Fi and small cells at large venues like airports, transportation hubs, stadiums, military bases, multifamily, universities, convention centers, and office campuses.

ExteNet Systems

Small Cells & DAS

Designs, builds, owns, manages, and operates indoor and outdoor distributed networks for wireless service providers, and venue owners and managers.

ZenFi Networks

Small Cells & DAS

Builds purpose-built communications infrastructure network enabling mobile densification throughout the New York and New Jersey metro regions.

Freshwave Group

Small Cells & DAS

Network service provider bringing together mobile operators, public authorities, and real estate providers, through managed sites in central London, UK.

DAILY UPDATES

News

Coverage of United States and international Digital Infrastructure markets, with a focus on the four verticals of Towers, Data Centers, Fiber, and Small Cells & DAS.

DIGITAL INFRA

Basics

Discussing innovative digital infrastructure concepts including business models and technological change, with detailed explanations from subject matter experts.

STOCK MARKET

Investing

Determining which public companies will benefit from the secular growth drivers of Digital Infrastructure, including 5G, edge computing, interconnection and new spectrum.