The Digital Infrastructure Paradox: Why Markets Are Undervaluing a Critical Growth Story

While much of the technology sector remains captivated by artificial intelligence and cloud computing, a more fundamental battle is unfolding behind the scenes: the struggle to power our digital future. DigitalBridge has strategically positioned itself at the very center of this critical infrastructure need. Yet, a curious disconnect has emerged, with the company’s stock performance lagging significantly behind its apparent strategic importance.

Recent activity from DigitalBridge’s leadership team underscores their focus on the central role of energy in digital expansion. Rather than courting Wall Street, CEO Marc Ganzi was recently engaged in discussions with McKinsey & Company about the escalating power requirements of the global digital economy. Simultaneously, Senior Advisor Christian Belady addressed a conference in Las Vegas, speaking... Read more...