digital-infrastructure
(13)
Riot Platforms, Inc.
Riot spent years turning cheap electricity into Bitcoin. Now the same land, substations and cooling know-how are being repackaged for AI - a pivot that could make the power connection more valuable than the mine.
Digital Realty
The company you have probably never heard of owns the buildings your favorite apps actually live in. Here is how a REIT born from bankruptcy auctions became the landlord of the AI boom.
Lumen Technologies
A Louisiana telephone descendant is wagering that the most valuable layer of AI may be the glass beneath it. Lumen is turning a sprawling fiber backbone into a programmable network enterprises can switch on in minutes.
Younity
Younity is a New York and Tel Aviv based proptech company that builds a software-defined digital infrastructure platform for multifamily and commercial buildings. It delivers property-wide, instantly provisioned WiFi paired with a SaaS layer for building performance monitoring, cyber protection, proactive service and an open platform for smart-building integrations. Younity helps landlords, developers and asset managers turn connectivity from a cost center into a revenue source while giving tenants lightning-fast, secure internet from move-in.
Equinix
Equinix is a global digital infrastructure company that designs, builds and operates carrier-neutral colocation data centers - its International Business Exchange (IBX) centers - where enterprises, cloud providers, networks and financial institutions place equipment and interconnect directly with one another. Founded in 1998 on the principle of neutrality, Equinix has grown into the world's largest data center and interconnection platform, operating a programmable network of more than 270 data centers across roughly 75+ markets in 30+ countries. Structured as a real estate investment trust (REIT) since 2015, the company pairs physical colocation with software-defined services such as Equinix Fabric, Metal and Network Edge, positioning itself as the meeting place for hybrid multicloud and, increasingly, distributed AI workloads.
Evocative
Evocative is a Los Angeles-based digital infrastructure provider that delivers enterprise-grade colocation, bare metal servers, carrier-neutral network, and managed services. Built largely through acquisition, its footprint spans roughly 20 data centers and dozens of Points of Presence across strategically located North American, European, and Asian metros. Evocative positions itself as a carrier-neutral, edge-ready alternative to the largest colocation operators, giving enterprises and service providers full control over performance, connectivity, and scaling for workloads that increasingly include AI.
Ingenium LA
Ingenium is an independent engineering, consulting and operations firm specializing in mission-critical data centers across Latin America. Founded in Costa Rica in 2008, it acts as a vendor-agnostic trusted advisor that plans, designs, builds, certifies and operates high-availability digital infrastructure. The firm has worked on more than 150 data center projects in over 20 countries and holds one of the region's largest rosters of engineers accredited by the Uptime Institute, BICSI, LEED, PMI and ISO - including work on Latin America's first Tier IV design certification.
Sidewalk Infrastructure Partners (SIP)
Sidewalk Infrastructure Partners (SIP) is an infrastructure developer and holding company that builds and operates businesses reshaping how energy and digital systems work together. Founded inside Alphabet in 2017 and spun out as independent in 2019 by Sidewalk Labs veterans Jonathan Winer and Brian Barlow, SIP raised $400 million in 2020 backed by Alphabet and the Ontario Teachers' Pension Plan. It identifies bottlenecks in physical infrastructure, then pairs technology with capital to create new operating companies - most recently Renew Home, a roughly one-gigawatt residential virtual power plant, and Verrus, which designs large-scale data centers that flex their grid draw on demand.
Karl Meyer
Karl Meyer is General Partner and Managing Director, Head of Global Portfolio Operations at Digital Alpha, an alternative asset manager focused on digital infrastructure - the backbone of the digital economy spanning next-generation networks, cloud, and IoT/Smart Cities. Bringing two decades of enterprise technology experience from Cisco, Kleiner Perkins, HPE, and Incorta, Meyer joined Digital Alpha in October 2021 to build a world-class operations function and drive measurable value creation across the firm's portfolio companies. He currently serves on the boards of Energybox and PacketFabric, where his enterprise software and go-to-market expertise helps portfolio companies scale into Global 2,000 accounts.
Derek Garnier
Derek Garnier is the CEO of Evocative, a global digital infrastructure provider headquartered in Los Angeles, California. With over 35 years in the industry, he has built, operated, and sold multiple companies across data centers, fiber networks, and managed services. A former engineer turned strategist, Garnier co-founded Arcadian Infracom, led Layer42 Networks through a successful acquisition by Wave Broadband in 2015, and returned to Evocative as CEO in February 2023. He champions hybrid cloud, AI-ready infrastructure, and inclusion as core business pillars, guiding Evocative through a significant debt financing round in December 2025 to expand high-density colocation and network capacity for next-generation AI applications.
Sachin Puri
Sachin Puri is the Chief Executive Officer of Bluehost Group (Newfold Digital), the umbrella that houses Bluehost, HostGator, Yoast, and YITH. An IIT Kanpur engineer with a Michigan Ross MBA, he spent two decades marketing and operating high-growth SaaS, security, and commerce brands - WP Engine, McAfee, StubHub, eBay, HP, Liquid Web - before taking the corner office in May 2025 with a mandate to rebuild the open web for the AI era.
Adaire Fox-Martin
Adaire Fox-Martin is CEO and President of Equinix, the world's largest data-center company. A Trinity College Dublin graduate who once taught school in Ireland, she spent 18 years at Oracle, 14 at SAP, and three at Google Cloud before taking the top job at Equinix in 2024. She runs 280 data centers across 77 markets and calls the internet 'the fourth utility'.
Steve Smith
Steve Smith is the Chief Executive Officer of Zayo Group, one of the world's largest independent fiber network and infrastructure companies. A West Point engineering graduate and former eight-year U.S. Army officer, Smith built his reputation scaling Equinix from a $2 billion company to a $34 billion global data center giant over 11 years as CEO. Appointed to lead Zayo in October 2020 after the company went private under EQT and Digital Colony, he is now steering the company through a massive AI-driven infrastructure buildout - securing over $1 billion in AI-related deals in 2024 alone, with a pipeline exceeding $3 billion. Under his leadership, Zayo operates 240,000+ route miles globally and 34 million fiber miles, serving customers across healthcare, finance, media, and enterprise sectors.