Originally posted on Data Center POST.
At Metro Connect 2025, Marc Ganzi, the CEO of Digital Bridge, took center stage to deliver a thought-provoking keynote that unraveled the complexities of the digital infrastructure sector, explored the hype around artificial intelligence (AI), and shed light on the challenges and opportunities the industry faces in the coming years.
Ganzi’s speech was a mix of insightful industry analysis, personal anecdotes, and a look into the future of digital infrastructure, with an emphasis on AI’s role in shaping the data center landscape.
The Evolution of Digital Infrastructure: From Humble Beginnings to AI Backbone
Ganzi began by reflecting on the 11-year journey of Digital Bridge, emphasizing its transformation from a merchant bank into a diversified asset manager with a focus on digital infrastructure. He outlined the rapid growth the company has seen, now managing over $96 billion in assets across 53 companies globally. The company’s shift towards an asset-light model has been pivotal, allowing Digital Bridge to invest across various verticals, particularly in data centers, fiber networks, and towers, while maintaining flexibility to meet customer needs.
The evolution of digital infrastructure, according to Ganzi, has been driven by four key pillars: mobility, cloud computing, AI, and fiber connectivity. He stressed that the industry’s role as the “pick and shovel” of these technological revolutions has been pivotal, and it remains mission-critical to global economies. Ganzi highlighted that digital infrastructure, particularly in AI, is indispensable, describing it as an “essential” and “defensible” sector with highly predictable growth.
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