EMEA Infrawatch: German altnet investment struggles

This article includes:

• Organisations: Africa Finance Corporation; Airbus Defence & Space; Altice; APG; BREKO; Cassava Technologies; Columbia Threadneedle Investments; Communications Authority of Kenya; DAMAC Digital; DigitalBridge; Digital Realty; Deutsche Telekom; Eutelsat; Eurofiber; European Commission; FLAG; Google; IHS Towers; Indus Towers; Infracapital; L&G; Liberty; Loft Orbital; Magyar Telekom; Marlan Space; Mistral; MTN; Oak Holdings; Orange; Orange Poland; Polarise; Satellite Connect Europe; SES; Skynopy; Société Générale; SWI; TD Greystone Infrastructure; TelcoTitans; Telefónica; Telekom Deutschland; Telenet; UAE investment platform; Vantage Towers; Vision Invest; Vodafone; Vodafone Egypt; Vodafone Germany; Vodafone Group; Vodafone Turkey; VodafoneZiggo; WIOCC Group; 1&1; 3i Infrastructure.
• Geographies: Africa; Belgium; DRC; Egypt; Europe; Finland; Germany; Greenland; Hungary; Kenya; Middle East; Netherlands; Nigeria; Norway; Poland; South Africa; Turkey; United Arab Emirates (UAE).
• People: Engin Aksoy.
• Themes: AI education; AI infrastructure; AI-powered satellite constellations; altnets; application stores; broadband infrastructure; build-to-suit sites; carrier-neutral data centres; cloud infrastructure services; colocation services; direct-to-device services; digital infrastructure; data centre financing; data centre licences; data centres; fibre investment; fibre networks; fibre premises; ground infrastructure; internet exchange points; large language models; low-Earth orbit satellites; medium-Earth orbit satellites; open-access terrestrial fibre; satellite connectivity; satellite spectrum; satellite systems; satellite teleports; security infrastructure; software-defined ground infrastructure; subsea cables; terrestrial infrastructure; wireless infrastructure.