The Infrastructure Investment research practice focuses on the changing investments in the essential, fundamental underpinnings of telecoms assets. For the past 30 years, these assets have been a combination of passive fixed and wireless assets with the related intelligence for switching calls and routing packets in network equipment. Network virtualisation reveals greater than USD1 trillion already invested and more investment required in physical infrastructure that underpins 5G wireless, home video and cloud data centres. Who owns these? What are they worth? How much more will be invested? Are new investors looking to enter this market? These are the sorts of questions answered in these programmes.
