A Foundational Asset Class Redefined

(October 15, 2025)
The rapid advancement of artificial intelligence, cloud computing, and next-generation connectivity is redefining the digital economy — and reshaping the infrastructure that supports it.
In our latest thought piece, A Foundational Asset Class Redefined: Unlocking Alpha in the Next Generation of Connectivity, senior leaders at Grain examine how these transformative forces are fueling demand for data networks, towers, and digital platforms, and highlight where investors can uncover new sources of value in this evolving landscape.