Digital Infrastructure Becomes Essential: Investment Demand Surges from 5G to AI

Allianz Global Investors’ Digital Infrastructure Outlook (Oct 2025) highlights how connectivity has become a critical public utility and a long-term investment theme.

• Explosive growth in AI, cloud computing, and data traffic is driving massive capital needs across telecom towers, fibre networks, and data centres, now one of the fastest-growing infrastructure segments globally.

• Europe faces a €200bn+ funding gap to expand 5G and fibre networks, creating scalable opportunities for institutional investors through long-term, inflation-linked contracts with telecom operators.

• Data centres emerge as strategic assets, powered by hyperscale demand and AI workloads, offering resilient cash flows but requiring stringent ESG and energy strategies due to rising power intensity.

Can digital infrastructure offer both stable income and growth in an AI-driven economy? The full report explores portfolio roles across equity and debt strategies.