The long-term fundamental demand drivers for digital infrastructure assets remains unchanged, said Strategic Capital in its update for digital infrastructure report.
The growth in internet traffic, cloud computing, Internet of Things (IoT), 5G and evolving technologies, such as virtual/augmented reality and autonomous vehicles, should continue to pave the way for long-term growth in the data center and wireless infrastructure sectors.
Carriers are experiencing a surge in data and internet demand across major networks:
AT&T’s mobile volumes are up 40 percent, and Wi-Fi calling volumes are up 100 percent. Network infrastructures are “performing quite well,” but the company noted the network is seeing some stress as more people work from home.
Verizon streaming demand increased 12 percent in a single week in March, web traffic climbed 20 percent, use of a virtual private network (VPN) jumped 30 percent and gaming skyrocketed 75 percent week
