Over the last decade, there has been substantial growth in demand for international bandwidth on major subsea cable routes.
In response to this rapid pace of demand growth (our research implies that demand is more than doubling every two years), there are over $2 billion of new cables entering service this year alone.
In short, demand is going up and we're seeing new cables.
This all makes sense.
But who is actually using this capacity? And will international demand continue to grow so expeditiously?