The Next Decade of ICT Investment: Where Are Investors Placing Their Bets?

Over the years, ICT investments were centered on connecting people and businesses, moving workloads to the cloud, expanding broadband and 5G networks, and building the software layer of the digital economy. The next cycle is inclined to focus on building the intelligence and physical infrastructure that will power automated economies. Artificial intelligence is at the center of that shift, but the investment opportunity extends far beyond AI models.