Infratil Limited · NZX:IFT
Infratil — Investor Day (2024)
8 slides from Infratil's investor day presentation, May 14, 2024
Slide 1: Digital Infrastructure Update
Digital Infrastructure Update Will Smales Lewis Bailey Managed by Chief Investment Officer Executive Director: Strategy
Slide 2: Four Engines Driving Digital Demand
Four Engines Driving Digital Demand Cloud migration and consumer video not yet out of fuel, while AI and automation are starting to fire Enterprise cloud migration Consumer video Artificial intelligence Robotics and IoT and SaaS Market size, 2023-2028, $bn SVOD subscribers US vs Global, million GenA
Slide 3: An Eye On AI
An Eye On AI Buildout of product and interface layers will drive Gen-AI uptake Today, ‘promise’ is greater than … but massive investment in ... and as new AI products are adopted, ‘practice’ … product development in ‘23… complementary services and adjacent Reported use of GenAI, currently use vs sho
Slide 4: Physical Infrastructure Implications: Chips
Physical Infrastructure Implications: Chips Gen-AI will shape demand for physical infrastructure Massive production need Digital gold Fabrication capacity needed, US only, million WSPM Nvidia market capitalisation, US$tn WSPM: measurement of output of a semiconductor plant (fab) 2.5 5.3 2.0 2.2 1.5
Slide 5: Physical Infrastructure Implications: Energy
Physical Infrastructure Implications: Energy Digital and Energy infrastructure increasingly entwined Energy efficiency improvements slowing, DC energy Data centers are becoming the largest electricity consumption to double in the next 5 years consumers in some countries Electricity demand from data
Slide 6: Digital Infrastructure Ecosystem
Digital Infrastructure Software defined Ecosystem interconnection A network of physical, defensive Wired Consumers infrastructure assets underpin the delivery of the Subsea Cables Data Centers Wholesale Fibre Wireless Enterprise essential connectivity services that power Satellites Devices / IoT the
Slide 7: Console Connect and Kao Data
Console Connect and Kao Data Seeding new platforms to ride the next wave of digital growth European Data Center platform Global, configurable connectivity Business model Business model UK-based colocation datacenters Global connectivity platform Development platform, with 3 sites and ~20MW operating
Slide 8: Digital Infrastructure: Dynamics Driving Opportunity
Digital Infrastructure: Dynamics Driving Opportunity Deep understanding of market and technology dynamics translates into… …opportunities offering attractive risk-adjusted returns Wired Consumers Wireless Enterprise Subsea cables Data centers Wholesale fibre Data businesses Connected Data growth Vol