One gigabit per second at fixed locations for all users and 100% 5G population coverage by 2030 are the goals the European Commission (EC) has set so the continent achieves digital transformation. Delivering on this goal will require significant investments at a time when telco valuations are low – how can the sector attract the necessary capital? In light of recently raised concerns about the financial situation of the telecoms sector, revenues, investment capabilities, and the attractiveness for investment in conventional mobile network operators, how can the wider digital infrastructure industry enable the required investment.