BSEIF’s Digital Infrastructure division has published its Initial Statement, the first official piece of divisional research released by the association. Written by Lorenzo Barbagelata, Head of Digital Infrastructure, the statement defines the context, scope and standards for the division’s work.
Its starting point is that AI adoption now depends less on research alone than on three practical bottlenecks: compute, energy and capital, with regulation shaping all three. The statement examines each constraint in turn, from demand for chips and data-centre capacity to grid access, cooling requirements and the financing needed to support the build-out.
From that analysis, the division establishes five areas of focus: AI technology; AI hardware; data-centre energy requirements; data-centre financing and capital expenditure, including hyperscaling; and traditional digital infrastructure. Regulation will run across all five rather than sit apart as a subject of its own.
The statement also records the division’s publication commitments. Research will be reviewed and challenged within the team; figures will carry sources and dates; assumptions, estimates and data cut-offs will be disclosed; and material errors will be corrected through dated revisions. The work represents the analysis of its authors and the division, not the views of any company, sponsor or speaker, and does not constitute investment advice.
The full statement is available under Insights, where BSEIF publishes official departmental research. It can be read on the website, opened separately or downloaded as a PDF.