Owning the Pipes Becomes the Edge in the Digital Economy

WisdomTree’s research team examines how telecommunications infrastructure is emerging as a durable compounding asset as data demand, AI and connectivity converge. 

• Mobile towers benefit from layered economics: once built, incremental tenants drive high-margin, inflation-linked cash flows over decades.

• AI is no longer just a demand driver but an operational lever, improving uptime, energy efficiency and return on invested capital.

• The opportunity set extends beyond urban 5G, with rural networks, emerging markets and satellite integration becoming central to future connectivity.

For investors looking past apps and narratives to the physical foundations of growth, the full piece details where infrastructure quietly compounds.