Philbert Shih Guest

Philbert Shih

Philbert Shih is the Founder and Managing Director of Structure Research, an independent Toronto and Singapore-based research and consulting firm devoted to the cloud and data centre infrastructure services markets with a specialization in the hyperscale value chain. Mr. Shih is based in Toronto and has covered the infrastructure services space for over 20 years. His coverage of the sector is global in scope and extends across the broader Internet infrastructure value chain. He is the conference chair for the annual infra / STRUCTURE summit and heads up the Structure Research consulting practice, which has advised and provided subject matter expertise for transactions across data centre, cloud and managed hosting, with over $3b in value.

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Appears in 1 Episode

Phil Shih of Structure Research on the Trends and Forecasts Shaping Digital Infrastructure
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Phil Shih of Structure Research on the Trends and Forecasts Shaping Digital Infrastructure

In this episode, Philbert Shih, Founder and Managing Director of Structure Research, offers a deep dive into the evolving landscape of digital infrastructure through the lens of market intelligence and industry specialization. From launching his boutique firm in 2011 to supporting over $3 billion in M&A transactions, Phil shares insights into the macro trends reshaping the sector, including the rise of hyperscale cloud, the real-world impact of AI, and the mounting constraints of power, land, and regulatory hurdles. He also previews Structure Research’s annual Infrastructure Summit, emphasizing the 2025 theme of “Concurrence”, a reflection of the many concurrent forces redefining the industry.