If your organization has assets and/or capabilities that others need as infrastructure for their business, you could consistently build on that infrastructure to gain relative competitive advantage.
Examples of infrastructure are server farms, storage media that can be made available in a cloud if necessary, network structures, but also ports, parking facilities, hotel real estate or workshops.
Such infrastructures are mainly needed for IT and for communication (hosting) as well as for logistics (flow of goods). A focus on infrastructure means that in terms of marketing and sales you should focus on customers who need to use these services.
All operational functions and all activities should support your company’s infrastructure leadership.