Digital infrastructure is comprised of the physical and logical resources that are necessary to enable the use of data, internet-connected devices, methods, systems and processes. This Digital infrastructure is indispensable to the functioning of our global society and the quality of life of its citizens.

Corporate decarbonization and the necessary adoption of renewables will drive significant investment in related technologies.

Maturity of digital infrastructure in “emerging markets” trails the US, and historic trends lend themselves to predictable technology adoption outside the US.