Global subsea cable building has picked up momentum in response to the AI Infrastructure Build Super Cycle. The Cloud provider community has been the driving force behind Pacific, Atlantic and Indian Ocean cables. 

Omdia view

Summary

Global subsea cable building has picked up momentum in response to the AI Infrastructure Build Super Cycle. The cloud provider community has been the driving force behind Pacific, Atlantic, and Indian Ocean cables. Bevan Slattery, founder and CO-CEO of SUBCO, offered tone-setting comments:

  • “The world needs more deep-water routes and more routes bypassing Asia.”
  • “If you are operating an AI GW data center, 25Tbps is no big deal.”
  • “If you are a $3tn company, you need to spend $3bn on your network.”
  • “Data sovereignty is a rising issue. The sentiment is intense.”

A subscription is required to view this content.

Already subscribed? Continue Continue