The Expanding Frontier Of Digital Infrastructure
2025-12-23 13:39:00 ET
By Christopher Gannatti, CFA
As 2025 has unfolded, the conversation around digital infrastructure has taken on the scale and energy once reserved for the early internet. Data centers and compute capacity have become the new oilfields. They are the massive, capital-intensive assets powering artificial intelligence, cloud-based application economies and an emerging class of autonomous digital systems. OpenAI (OPENAI), Microsoft (MSFT), Alphabet (GOOG), Meta (META), Amazon (AMZN), Oracle (ORCL) and others are announcing multi-gigawatt buildouts as if they were announcing the next great hydroelectric projects of the 20th century. 1 Each new deployment represents not just racks of graphics processing unites (GPUs) but an investment in national competitiveness, industrial policy and the physical substrate of intelligence itself. Compute has become a geopolitical resource....
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The Expanding Frontier Of Digital Infrastructure
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