Phil Shih of Structure Research on the Trends and Forecasts Shaping Digital Infrastructure

Phil Shih of Structure Research on the Trends and Forecasts Shaping Digital Infrastructure

Author: Broadstaff September 3, 2025 Duration: 38:27

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.


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In a world built on invisible signals and physical networks, Let's Get Digital with Carrie Charles pulls back the curtain on the entire ecosystem that keeps us connected. This isn't about abstract tech concepts; it's a grounded look at the business and management realities behind wireless towers, sprawling fiber routes, and humming data centers. Carrie Charles, bringing her perspective as Broadstaff's CEO, guides these discussions with a focus on the human element driving change. You'll hear unfiltered dialogues with the executives, engineers, and strategists who are literally laying the groundwork for our digital future. Their conversations naturally explore the tough decisions, emerging technologies, and career paths defining the infrastructure landscape. The podcast digs into how trends like edge computing or new deployment models actually get managed and financed on the ground. It’s for anyone curious about the backbone of modern life-the complex, competitive, and fascinating business of digital infrastructure. Each episode aims to connect the dots between technological potential and practical execution, offering listeners a unique insider’s view they won’t find in a press release.
Author: Language: en-us Episodes: 100

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