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

Let's Get Digital with Carrie Charles

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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