If you're a regular here on the TeleGeography blog, you've likely noticed that we round out each month with a list of telecom reading recommendations.
This month, we have more of a watching recommendation. That's because the recording of Research Director Alan Mauldin’s Namex Annual Meeting 2023 presentation—focused on Italy's Role in Global Network Expansion—is now available.
Alan first sets the stage with a breakdown of international bandwidth demand growth by region. Between 2018 and 2022, Europe grew at a compounded annual rate of about 41%.
This number implies that every two years, there is a complete doubling of all the bandwidth that links the countries within Europe, and other countries into Europe.