In an exclusive interview with The Tech Capital at the Pacific Telecommunications Council's PTC'24 conference in Honolulu, Hawaii, Jon Mauck, the Senior Managing Director at DigitalBridge Investment Management, shared his insights on the current state and future trajectory of the digital infrastructure industry. Drawing from his extensive experience, Mauck provided an analysis of the digital infrastructure industry, comparing it to the tech landscape of 2001 and 2004. He discussed whether the industry is teetering on the edge of uncertainty or poised for a rapid ascent despite prevailing headwinds and challenges, offering perspectives on the industry's potential trajectory. Addressing the potential impact of rising interest rates, Mauck delved into how digital infrastructure funds and companies can navigate and thrive in such a financial landscape. Given the capital-intensive nature of the industry, his perspectives shed light on adaptive strategies for success. Mauck also explored the evolving dynamics of the digital infrastructure landscape, highlighting the dominance of the Big Five hyperscalers in the last decade. He shared his vision for emerging players or trends that could reshape the industry and potentially dominate the digital infrastructure landscape in the next decade, offering valuable foresight into potential industry shifts. With the increasing ubiquity of digital infrastructure, Mauck provided forward-looking insights into the sector's potential for utility-like growth and valuations. He discussed the implications of this evolution for the industry and investment landscape, drawing parallels to the growth and valuations of utility companies, and offering valuable perspectives on the sector's future growth trajectory. +++ Follow us on: Subscribe: https://thetechcapital.com/register/ Twitter: https://twitter.com/thetechcapital_ LinkedIn: https://www.linkedin.com/company/the-tech-capital Instagram: https://instagram.com/thetechcapital_ Facebook: https://www.facebook.com/The-Tech-Capital-101679965480510 YouTube: https://www.youtube.com/channel/UCPZ8yuPvtECZCwV2g9OkX1w #digitalinfrastructure #datacenter #thetechcapital #cloudadoption #cloudcomputing #datacentre #infrastructure #youleadwereport