PwC Partner: Telecoms and Technology Strategy Brian Burns joined Stephen Gunnion in the Proactive studio to discuss the evolving landscape of digital infrastructure investment. Brian shared that $2 trillion of investment in AI infrastructure is expected by 2030, with $500 billion earmarked for data centres alone. He explained, "The quantum of that investment is driving the opportunity, both for the digital infrastructure segments and the broader industrial ecosystem."
Burns outlined two main forces behind this growth: AI adoption and data sovereignty. As more businesses prioritise localised data storage, demand for neo-clouds and domestic AI infrastructure has increased. This shift has opened opportunities beyond hyperscale data centres, including edge data centres for low-latency AI applications, growth in tower infrastructure, and expanding fibre connectivity.
He noted the regulatory environment has become more supportive, highlighting that recent UK policy has placed digital infrastructure as a core strategic focus.
Asked how a company like Cordiant Digital Infrastructure Ltd (LSE:CORD) can create value in digital infrastructure, Burns emphasised the importance of acquiring the right companies, implementing strong management, and developing a clear value creation strategy.
To discover more insights on digital infrastructure trends and strategies for companies like Cordiant Digital Infrastructure Ltd, watch the full interview. Visit Proactive’s YouTube channel for more videos, and don’t forget to give the video a like, subscribe to the channel and enable notifications for future content.
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