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Content provided by Carrie Charles. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Carrie Charles or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://ppacc.player.fm/legal.
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Phil Shih of Structure Research on the Trends and Forecasts Shaping Digital Infrastructure
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Content provided by Carrie Charles. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Carrie Charles or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://ppacc.player.fm/legal.
In this episode, Philbert Shih, Founder and Managing Director of Structure Research, offers a deep dive into the evolving landscape of digital infrastructure through the lens of market intelligence and industry specialization. From launching his boutique firm in 2011 to supporting over $3 billion in M&A transactions, Phil shares insights into the macro trends reshaping the sector, including the rise of hyperscale cloud, the real-world impact of AI, and the mounting constraints of power, land, and regulatory hurdles. He also previews Structure Research’s annual Infrastructure Summit, emphasizing the 2025 theme of “Concurrence”, a reflection of the many concurrent forces redefining the industry.
Subscribe, leave a review, and stay connected.
160 episodes
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Manage episode 504180788 series 2716844
Content provided by Carrie Charles. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Carrie Charles or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://ppacc.player.fm/legal.
In this episode, Philbert Shih, Founder and Managing Director of Structure Research, offers a deep dive into the evolving landscape of digital infrastructure through the lens of market intelligence and industry specialization. From launching his boutique firm in 2011 to supporting over $3 billion in M&A transactions, Phil shares insights into the macro trends reshaping the sector, including the rise of hyperscale cloud, the real-world impact of AI, and the mounting constraints of power, land, and regulatory hurdles. He also previews Structure Research’s annual Infrastructure Summit, emphasizing the 2025 theme of “Concurrence”, a reflection of the many concurrent forces redefining the industry.
Subscribe, leave a review, and stay connected.
160 episodes
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Similar to Let's Get Digital with Carrie Charles
How can business help solve society’s biggest challenges? Welcome to Take on Tomorrow, the award-winning podcast from PwC that examines the biggest problems facing society and the role business can—and should—play in solving them. Hosts Femi Oke and Lizzie O’Leary talk to industry innovators, tech trailblazers and visionary leaders from around the globe about timely topics: from the climate transition to AI and data; and from the future of food to how we build, move and power the world.
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continue reading
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The Ticket: Discover the Future of Customer Service, Support, and Experience, with Intercom
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