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US digital infrastructure: 6 resources

The 3rd annual Datacloud USA will unite the US data infrastructure market: it is the leading senior level gathering for data center operators, hyperscalers, suppliers and investors.

Attendees will enjoy unrivalled networking opportunities with major players from across the North American market as well as a thought-provoking conference programme featuring some of the most influential players in the data center industry.

Digital infrastructure insights from Metro Connect

Datacloud's sister event Metro Connect took place in February 2024, focusing on digital infrastructure across the United States - construction, planning, financing, and more.

Here are some of the presentations delivered at the event this year, free for you to download - we hope they are useful.

Marc Ganzi's keynote presentation

DigitalBridge CEO Marc Ganzi uses Metro Connect every year to deliver his now-famous State of the Market address - and this year AI took centre stage.
 

Download Marc's presentation

Six 2024 digital infra trends

Cowen and Partners are another Metro Connect regular, and the highly-anticipated market forecast was defnitely worth a listen. The conclusion was that AI will be huge, good fiber assets command good fiber multiples, and that there are six key trends in 2024: AI demand is 'bonkers', power transmission is an under-discussed issue (there's no point generating power if you can't move it), capital markets are easing, 5G tower spend will be low, FTTH is steady but open access could be huge, and the industry really needs to get the ball rolling on BEAD.

 

Download the presentation

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