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Mikula highlights several trends affecting digital infrastructure: the need for expansion due to network congestion and regulatory impacts, the installation of 5G technology requiring denser network coverage, and the surge in demand for advanced data centres driven by artificial intelligence.
Cordiant Digital Infrastructure’s approach to investment is a "buy, build and grow" strategy, focusing on acquiring platforms with existing customers and expanding them, often pre-leased to reputable or governmental clients. The company successfully deployed its initial fund and plans to raise a second, targeting high-growth opportunities within digital infrastructure.
Mikula also discusses innovative solutions to contemporary challenges, such as leveraging existing sites for new data centres to minimise environmental impact and investing in renewable energy sources.
Looking forward,
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