Digital Infrastructure

1.5 Credits · Level: Graduate

This course provides an introduction to digital infrastructure which consists of fiber, cell towers and data centers. The course will explore how the different components of digital infrastructure tie together to form the ecosystem for storing and processing data with a particular focus on the demand drivers for digital infrastructure. Lectures will provide a high level overview of the technology behind each of the components of digital infrastructure with a focus on the underlying business models of these components. Lectures will be delivered assuming the students are analysts of a buy side equity fund who are considering investing in the digital infrastructure sector. After each component of digital infrastructure has been reviewed, the remaining class will focus on the sustainability aspects and issues of digital infrastructure.