Subsea Cable Investment Set To Double As Tech Giants Accelerate AI Buildout (cnbc.com)
(Monday November 10, 2025 @11:51AM (msmash)
from the underwater-internet-plumbing dept.)
- Reference: 0180025952
- News link: https://tech.slashdot.org/story/25/11/10/1414217/subsea-cable-investment-set-to-double-as-tech-giants-accelerate-ai-buildout
- Source link: https://www.cnbc.com/2025/11/08/big-tech-ai-underwater-cables.html
Investment in subsea cable projects is [1]expected to reach around $13 billion between 2025 and 2027, almost twice the amount invested between 2022 and 2024, according to telecommunications data provider TeleGeography. Tech giants Meta, Google, Amazon and Microsoft now represent about 50% of the overall market, up from a negligible share a decade ago.
The companies are expanding their subsea infrastructure to connect growing networks of data centers needed for AI development. Meta announced Project Waterworth in February, [2]a 50,000-kilometer cable connecting five continents that will be the world's longest subsea cable project. Amazon announced its first wholly-owned subsea cable called Fastnet, [3]connecting Maryland to Ireland . Google has invested in over 30 subsea cables. Over 95% of international data and voice call traffic travels through nearly a million miles of underwater cables.
[1] https://www.cnbc.com/2025/11/08/big-tech-ai-underwater-cables.html
[2] https://tech.slashdot.org/story/25/02/14/1852233/meta-to-build-worlds-longest-undersea-cable
[3] https://tech.slashdot.org/story/25/11/04/1516239/amazon-builds-first-solo-subsea-cable-linking-maryland-to-ireland
The companies are expanding their subsea infrastructure to connect growing networks of data centers needed for AI development. Meta announced Project Waterworth in February, [2]a 50,000-kilometer cable connecting five continents that will be the world's longest subsea cable project. Amazon announced its first wholly-owned subsea cable called Fastnet, [3]connecting Maryland to Ireland . Google has invested in over 30 subsea cables. Over 95% of international data and voice call traffic travels through nearly a million miles of underwater cables.
[1] https://www.cnbc.com/2025/11/08/big-tech-ai-underwater-cables.html
[2] https://tech.slashdot.org/story/25/02/14/1852233/meta-to-build-worlds-longest-undersea-cable
[3] https://tech.slashdot.org/story/25/11/04/1516239/amazon-builds-first-solo-subsea-cable-linking-maryland-to-ireland
What's the product (Score:2)
by stealth_finger ( 1809752 )
Have they even figured out a way to make money or anything from these yet or are we just burning all the cash and power hoping someone will figure that out sooner rather than later?
Re: (Score:2)
by Mr. Dollar Ton ( 5495648 )
The stock price "growth" while the government is pumping the bubble, just like the last time around.
Re: What's the product (Score:2)
by blue trane ( 110704 )
Do bubbles matter when the Fed can buy stocks to end panics, such that the S&P keeps setting record new highs despite these bubbles?
If the Fed had bailed out Lehman, would the 2008 panic even have started?
BRICS dropping anchors (Score:2)
by HnT ( 306652 )
BRICS will acccccccidentally be dropping and towing anchors EVERYWHEREâ¦
Obligatory, Niel Stephenson Hacker Tourist link: (Score:2)
by echo123 ( 1266692 )
From 1996:
[1]https://www.wired.com/1996/12/... [wired.com]
[1] https://www.wired.com/1996/12/ffglass/
May I be the first (Score:2)
May I be the first to say, "poor fish"?