Four things have combined to drive powering digital infrastructure to the top of the priority list.
Firstly, Russia’s invasion of Ukraine drove a spike in energy costs. While that spike has subsided the risk of future spikes has pushed energy costs to the top of everyone’s risk register. Secondly, energy generation is becoming more distributed and intermittent. That creates the opportunity to generate clean energy on site to power equipment directly and it also enables firms to sell power services back to the grid. Next, pressure to decarbonise networks from governments, consumers and investors is leading to changes in capex and opex by towercos and MNOs.
