#13: Scaling Digital Infrastructure

Over the past year, network infrastructure and data center service providers have been on fast-forward, delivering on new demands for global businesses requiring rapid enhancement of everything digital.

While the COVID pandemic created a tumultuous year across many industries, the Information and Communications Technology (ICT) sector saw explosive growth, an upward trajectory underpinned by new and more complex mandates, across the digital infrastructure supply chain. 

Yet amid growth, the ICT valuation game today remains debatable amongst players and investors in the sector.  For example, fiber is arguably the most technical and most difficult to deliver… why are these companies valued at the low end of the sector?  Meanwhile, why are data centers trading as high as 20X EBITDA?  In this episode of Digging Into the Future, we unveil viewpoints from experts in network infrastructure and data center development/investment as they continue to build and navigate the foundation of our virtual world into the future…

Joining us in this episode are Jonathan Atkin, Managing Director RBC Capital; Bill Stein, CEO, Digital Realty; Rick Calder, Former CEO, GTT; and David Couglan, CEO, SubCom

#network #digital #technology #subsea #datacenter #valuation #ict #ebitda #digitalrealty #gtt #subcom #rbc