Company: BIP-PB
Filing Date: 2025-03-24
Form Type: 20-F
Source: 0001628280-25-014380
Chunk: 206

Company: Brookfield Infrastructure Partners L.P.
Filing Date: 2025-03-24
Form: 20-F
Item: Item 4
Chunk 206
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. S. fiber business is well-positioned to enter new markets in the U. S., where more than 50% of households do not have access to fiber-based broadband solutions. In addition to the construction of our 12 markets under development, we have compiled a backlog of attractive additional premises across the U. S. that are best suited for fiber upgrades. In addition, the market remains highly fragmented, which we believe will result in opportunities to further expand our presence through strategic acquisitions.

In Germany and Austria, we intend to construct approximately 5,500 sites from 2025 through to 2029 and deploy capital in support of network modernization requirements to meet demand in one of the fastest growing tower markets in Europe. The key objective for our telecommunications business is to actively participate in the expansion of telecom site hosting requirements of mobile network operators due to the increased demand for densification.

We believe our U. K. wireless infrastructure operation is strongly positioned to capture the expected growth in the U. K. market. A significant portion of our towers are in rural areas and we consider them to be prime candidates for future colocation as there are limited sites in such areas. Furthermore, we believe that our indoor networks business has significant growth potential driven by increased data demand.

Our Indian telecom towers operation completed the tuck-in acquisition of 76,000 additional towers during the year scaling up our tower sites to approximately 250,000, which now positions us as the leading passive telecom infrastructure platform in the Indian telecom sector. Due to the locations of our towers and competitive rates, we offer attractive leasing capacity and believe over time this will enable us to add incremental colocations from the MNOs as a result of data demand and growth in the country.

Our Australian data distribution business has completed delivery to 394,000 premises with a contracted book of premises to build over the long term. The business aspires to be the number one private FTTP provider for greenfield developments in Australia. This scale will allow the business to leverage its footprint to expand into other forms of access network infrastructure and to continually increase its network penetration.

We believe our semiconductor manufacturing facilities in the United States are well-positioned to capitalize on the favorable outlook for the semiconductor market. The investment should provide stable growth to our capital backlog. Once complete, our foundries will create a more resilient supply chain for the production of leading-edge chips utilized in diversified end markets. This first of its kind infrastructure investment could also serve as a template for future investment opportunities in the industrial manufacturing sector.

Data Storage