Infrastructure Software
This industry builds the foundational digital architecture that supports applications and data, including operating systems, database management, and cybersecurity solutions.
Why it exists
Infrastructure software provides the backbone that allows applications to run securely, reliably, and at global scale.
Why it’s necessary
Without infrastructure software, cloud computing, cybersecurity, and data systems collapse under complexity and attack.
Key components
Operating systems
Databases
DevOps & observability tools
Identity & access management
How to evaluate businesses
High switching costs drive moat strength. Look at enterprise penetration, platform dependency, pricing power, developer lock-in, and mission criticality. Gross margins are high; sales efficiency separates great firms from hype.
How the industry could be improved
Unified control planes across clouds, self-healing infrastructure, automated compliance, and predictive failure prevention before outages occur.