Description
The infrastructure services market entered the previous year with cautious optimism. After a few short months, the COVID-19 virus became a global pandemic and put the global economy into a tailspin.
As was the case during the 2008-09 financial crisis, Internet infrastructure was resilient through the economic downturn, and in many ways benefited. There is good reason to believe that trends set in motion by the global pandemic will accelerate even further as the world gradually moves into an economic recovery phase.
The Internet infrastructure ecosystem is positioned to thrive and will help drive the next wave of hyperscale expansion and facilitate the transition to a global digital economy. But different categories within the sector will profit in different ways and at varied rates. Meanwhile, new forces that have emerged on the geopolitical front will continue to shape how all this plays out.
Against a unique and still developing backdrop, this report looks at some of the key questions facing the Internet infrastructure sector as it moves into 2021. What should we expect from hyperscale, managed third party cloud and edge? Will traditional infrastructure services fade, rebound or re-invent? What should we expect as we turn the page on 2020?
