A steady stream of investment has driven tremendous growth in subsea cable infrastructure to keep pace with ever-increasing bandwidth demand.
According to new data from TeleGeography’s Transport Networks Research Service, the aggregate cost of new construction over the past nine years has averaged over $2 billion annually.
Let's review the state of submarine cable investment in 2025.
Latency is a term that’s frequently cited when discussing long-haul networks. But what is it really?
Broadly speaking, telecom service providers have two ways of connecting traffic to a destination telco.
They can either connect directly with the destination carrier or route traffic to a wholesale carrier that connects to a destination telco.
Although many retail service providers, such as mobile operators, MVNOs, and cable broadband providers, rely heavily on wholesale carriers to transport and terminate their customers’ international calls, wholesale revenues are down 11% from ten years ago.
Let’s take a moment to dive in a bit and see what's going on.
If you’ve checked out our International Voice Report, you probably noticed that the data carefully distinguishes between retail and wholesale traffic, as well as between wholesale and direct traffic.
What's the difference?
The international voice market's trajectory is an inexorable downward spiral, and “over-the-top” (OTT) communications services are most certainly the main culprit.
Global internet bandwidth rose by 22% in 2024, continuing its slow but steady decline over the past few years. Total international bandwidth now stands at 1,479 Tbps, representing a four-year CAGR of 25%.
Clearly, the pace of growth has been slowing recently. However, it varies across regions.
New IP Networks research tells us that Africa has once again experienced the most rapid growth of international internet bandwidth, growing at a compound annual rate of 41% between 2020 and 2024.
To many people, the concepts of global network infrastructure and bandwidth markets are difficult to grasp. But to those who follow this sector, it's one of the most fundamental building blocks of the global economy.
You’ve likely heard that worldwide bandwidth demand is steadily increasing. A natural follow-up question: why? Who’s generating all of this demand?
The year 2014 represents the peak for international voice traffic. International call minutes declined the following year, for the first time since the Great Depression—and it's been downhill ever since.
While artificial intelligence (AI) has been the most hyped demand driver in recent years, its impact on international internet capacity is not entirely clear.
A large amount of AI-driven demand is likely to be carried over the private networks of Google, Microsoft, Amazon, and Meta. Microsoft's infrastructure is also supporting OpenAI, the company behind ChatGPT.
Here are some other factors that will shape how the global internet develops in the coming years.
Three years after the COVID-19 pandemic struck, the internet seems to have achieved a state of normalcy.
This can be seen across regions of the world. With the initial rapid traffic growth due to COVID-19 continuing to wane in 2023, many global networks appear to have started to return to more typical rates of utilization.
Let’s look at the numbers.
