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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