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Tracking the 5G rollout through alternative data

INTRODUCTION

5G is forecasted to contribute $2.2tn to the global economy by 2034, opening up opportunities for various sectors:

As different industries race to incorporate and leverage 5G, impacting various thematic investors, we discuss the alternative datasets available for readers hoping to monitor the 5G rollout. This Intelligence report specifically touches on how investors can track five key stages of the value chain: public/private investment in 5G, device and cloud enablement, and consumption of 5G by the average individual.

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