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.
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