--- title: Reaves Asset Management Blog | Communication Infrastructure description: Communication Infrastructure | Utility, energy & communication insights from four decades of intelligent investing image: https://insights.reavesam.com/hubfs/Content%20Offers/Subscribe%20to%20Insights/2020.01-Reaves-Subscribe.linkedin.png --- [![Reaves Asset Management](https://insights.reavesam.com/hs-fs/hubfs/raw_assets/public/ReavesAssetManagement_May2023/images/header_logo.png?width=270&height=135&name=header_logo.png "Reaves Asset Management")](https://reavesam.com/) [![Reaves Asset Management](https://insights.reavesam.com/hs-fs/hubfs/raw_assets/public/ReavesAssetManagement_May2023/images/Reaves_Asset_Management_Logo_mobile.png?width=1000&height=135&name=Reaves_Asset_Management_Logo_mobile.png "Reaves Asset Management")](https://reavesam.com/) - About Us - [About Reaves](https://reavesam.com/about-us/) - [Philosophy and Process](https://reavesam.com/philosophy-and-process/) - [Our Team](https://reavesam.com/our-team/) - Portfolios - [Reaves Utility Income Fund](https://reavesam.com/our_services/reaves-utility-income-fund/) - [Reaves Infrastructure Fund](https://reavesam.com/our_services/reaves-infrastructure-fund/) - [Virtus Reaves Utilities ETF](https://reavesam.com/our_services/reaves-utilities-etf/) - Separately Managed Accounts - [Reaves Long Term Value Strategy](https://reavesam.com/our_services/reaves-long-term-value-strategy/) - [Reaves Dividend Income Strategy](https://reavesam.com/our_services/reaves-dividend-income-strategy/) - Resources - [Content Library](https://reavesam.com/library/) - [Blog](https://insights.reavesam.com/blog) - [Contact](https://reavesam.com/contact-us/) - [Form CRS](https://reavesam.com/wp-content/uploads/2022/02/Reaves-Asset-Management-Form-CRS-123121.pdf) [![Reaves Asset Management](https://insights.reavesam.com/hs-fs/hubfs/raw_assets/public/ReavesAssetManagement_May2023/images/UTG_Logo_White_Rust1200px.png?width=900&height=835&name=UTG_Logo_White_Rust1200px.png "Reaves Asset Management")](https://utilityincomefund.com/) [![Reaves Asset Management](https://insights.reavesam.com/hs-fs/hubfs/raw_assets/public/ReavesAssetManagement_May2023/images/UTG_Logo_Color1200px_two.png?width=900&height=835&name=UTG_Logo_Color1200px_two.png "Reaves Asset Management")](https://utilityincomefund.com/) [UTG website](https://utilityincomefund.com/) [![Reaves Asset Management](https://insights.reavesam.com/hs-fs/hubfs/raw_assets/public/ReavesAssetManagement_May2023/images/Reaves_Asset_Management_Logo_mobile.png?width=1000&height=135&name=Reaves_Asset_Management_Logo_mobile.png "Reaves Asset Management")](https://reavesam.com/) [![Reaves Asset Management](https://insights.reavesam.com/hs-fs/hubfs/raw_assets/public/ReavesAssetManagement_May2023/images/UTG_Logo_Color1200px_mobile.png?width=100&height=135&name=UTG_Logo_Color1200px_mobile.png "Reaves Asset Management")](https://utilityincomefund.com/) - About Us - [About Reaves](https://reavesam.com/about-us/) - [Philosophy and Process](https://reavesam.com/philosophy-and-process/) - [Our Team](https://reavesam.com/our-team/) - Portfolios - [Reaves Utility Income Fund](https://reavesam.com/our_services/reaves-utility-income-fund/) - [Reaves Infrastructure Fund](https://reavesam.com/our_services/reaves-infrastructure-fund/) - [Virtus Reaves Utilities ETF](https://reavesam.com/our_services/reaves-utilities-etf/) - Separately Managed Accounts - [Reaves Long Term Value Strategy](https://reavesam.com/our_services/reaves-long-term-value-strategy/) - [Reaves Dividend Income Strategy](https://reavesam.com/our_services/reaves-dividend-income-strategy/) - Resources - [Content Library](https://reavesam.com/library/) - [Blog](https://insights.reavesam.com/blog) - [Contact](https://reavesam.com/contact-us/) - [Form CRS](https://reavesam.com/wp-content/uploads/2022/02/Reaves-Asset-Management-Form-CRS-123121.pdf) ![Reaves-Asset-Managment-Utilities-EFTs](https://insights.reavesam.com/hubfs/ReavesAssetManagement_May2023/Image/Reaves-Asset-Managment-Utilities-EFTs.jpg) ## Insights [The Opportunity In Utilities](https://info.reavesam.com/the-opportunities-in-utilities) ## Insights ## Utility, energy & communication insights from four decades of intelligent investing Posts about # Communication Infrastructure [![post](https://insights.reavesam.com/hubfs/2023.12%20Reaves%20Blog%20Power%20Play%20Data%20Centers%20Featured.png)](https://insights.reavesam.com/blog/power-play-ai-adoption-data-center) [Infrastructure](https://insights.reavesam.com/blog/tag/infrastructure), [Communication Infrastructure](https://insights.reavesam.com/blog/tag/communication-infrastructure) ## [Power Play: AI Adoption is Sparking a Surge in Data Center Energy Demand](https://insights.reavesam.com/blog/power-play-ai-adoption-data-center) The adoption of artificial intelligence (AI) and its potential use cases was a major theme for investors in 2023. Applications such as Open AI, IBM Watson, and Google’s Bard have... [Read More](https://insights.reavesam.com/blog/power-play-ai-adoption-data-center) [![post](https://insights.reavesam.com/hubfs/2023.11%20Reaves%20Blog%20Why%20Data%20Centers%20Thumbnail.png)](https://insights.reavesam.com/blog/why-data-centers) [Infrastructure](https://insights.reavesam.com/blog/tag/infrastructure), [Communication Infrastructure](https://insights.reavesam.com/blog/tag/communication-infrastructure) ## [Why Data Centers?](https://insights.reavesam.com/blog/why-data-centers) Utility and utility-like stocks have formed the foundation of our managed portfolios over the past 45 years. These essential infrastructure businesses, we believe, possess... [Read More](https://insights.reavesam.com/blog/why-data-centers) [![post](https://insights.reavesam.com/hubfs/Blog/2021.06%20Reaves%20Blog%2050%20LinkedIn.png)](https://insights.reavesam.com/blog/a-regulatory-victory-in-wireless-highlights-reaves-strengths) [Communication Infrastructure](https://insights.reavesam.com/blog/tag/communication-infrastructure) ## [A Regulatory Victory in Wireless Highlights Reaves’ Strengths](https://insights.reavesam.com/blog/a-regulatory-victory-in-wireless-highlights-reaves-strengths) After the merger of T-Mobile1 and Sprint closed a little over a year ago, we posted a blog indicating our enthusiasm for the new entity. We opined that while we could not assume... [Read More](https://insights.reavesam.com/blog/a-regulatory-victory-in-wireless-highlights-reaves-strengths) [![post](https://insights.reavesam.com/hubfs/2021.04%20Reaves%20Blog%2048%20LinkedIn.png)](https://insights.reavesam.com/blog/landlords-to-the-cloud-why-we-think-data-centers-are-essential) [Infrastructure](https://insights.reavesam.com/blog/tag/infrastructure), [Communication Infrastructure](https://insights.reavesam.com/blog/tag/communication-infrastructure) ## [Landlords to the Cloud: Why We Think Data Centers are Essential](https://insights.reavesam.com/blog/landlords-to-the-cloud-why-we-think-data-centers-are-essential) Superstorm Sandy, the strongest, most destructive hurricane of the 2012 Atlantic hurricane season, slammed ashore in New Jersey and New York on October 29, 2012, leaving most... [Read More](https://insights.reavesam.com/blog/landlords-to-the-cloud-why-we-think-data-centers-are-essential) [![post](https://insights.reavesam.com/hubfs/Blog%20Images/2021.03%20Reaves%20Blog%2047%20LinkedIn.png)](https://insights.reavesam.com/blog/chart-of-the-month-rising-demand-for-broadband-speed) [Communication Infrastructure](https://insights.reavesam.com/blog/tag/communication-infrastructure) ## [Chart of the Month: Rising Demand for Broadband Speed](https://insights.reavesam.com/blog/chart-of-the-month-rising-demand-for-broadband-speed) Sometimes a single chart can be the best way to illustrate the information supporting an investment thesis. That is the impetus behind our chart-of-the-month series. Each month we... [Read More](https://insights.reavesam.com/blog/chart-of-the-month-rising-demand-for-broadband-speed) [![post](https://insights.reavesam.com/hubfs/2021.03%20Reaves%20Blog%2045%20LinkedIn.png)](https://insights.reavesam.com/blog/landlords-to-5g-the-case-for-cellular-towers) [Infrastructure](https://insights.reavesam.com/blog/tag/infrastructure), [Communication Infrastructure](https://insights.reavesam.com/blog/tag/communication-infrastructure) ## [Landlords to 5G: The Case for Cellular Towers](https://insights.reavesam.com/blog/landlords-to-5g-the-case-for-cellular-towers) Since its inception, wireless services have enabled communication advancements from voice calling to text to social networking and videoconferencing. Work applications have... [Read More](https://insights.reavesam.com/blog/landlords-to-5g-the-case-for-cellular-towers) ### Topics - [About Reaves (2)](https://insights.reavesam.com/blog/tag/about-reaves) - [Closed End Funds (3)](https://insights.reavesam.com/blog/tag/closed-end-funds) - [Communication Infrastructure (9)](https://insights.reavesam.com/blog/tag/communication-infrastructure) - [Defensive Investing (33)](https://insights.reavesam.com/blog/tag/defensive-investing) - [Dividend Growth (19)](https://insights.reavesam.com/blog/tag/dividend-growth) - [Equities (3)](https://insights.reavesam.com/blog/tag/equities) - [ETF (1)](https://insights.reavesam.com/blog/tag/etf) - [Income (13)](https://insights.reavesam.com/blog/tag/income) - [Income Investing (3)](https://insights.reavesam.com/blog/tag/income-investing) - [Industrial Infrastructure (5)](https://insights.reavesam.com/blog/tag/industrial-infrastructure) - [Infrastructure (35)](https://insights.reavesam.com/blog/tag/infrastructure) - [Quarterly Update (15)](https://insights.reavesam.com/blog/tag/quarterly-update) - [Renewables & Clean Energy Transition (15)](https://insights.reavesam.com/blog/tag/renewables-clean-energy-transition) - [Retirement (2)](https://insights.reavesam.com/blog/tag/retirement) - [Retirement Income (2)](https://insights.reavesam.com/blog/tag/retirement-income) - [Utilities (39)](https://insights.reavesam.com/blog/tag/utilities) see all topics ### Top Posts ### Utilities & Infrastructure Insights from 40+ Years of Experience Prev [1](https://insights.reavesam.com/blog) [2](https://insights.reavesam.com/blog/tag/communication-infrastructure/page/2) [Next](https://insights.reavesam.com/blog/tag/communication-infrastructure/page/2)     Reaves Asset Management is an investment adviser registered with the Securities and Exchange Commission under the Investment Advisers Act of 1940. Registration does not imply any skill or training. Reaves is a privately held, independently-owned “S” corporation organized under the laws of the State of Delaware. The information provided in this blog does not constitute, and should not be construed as, investment advice or recommendations with respect to the securities and sectors listed. Investors should consider the investment objective, risks, charges and expenses of all investments carefully before investing. Any projections, outlooks or estimates contained herein are forward looking statements based upon specific assumptions and should not be construed as indicative of any actual events that have occurred or may occur. Past performance is no guarantee of future results. All investments involve risk, including loss of principal. All data is presented in U.S. dollars. Important Tax Information:  Reaves Asset Management and its employees are not in the business of providing tax or legal advice to taxpayers. 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