We went 12 years without building a new cable in the Atlantic. In the last two years we've seen two builds, another announced, and more planned.
This might be why our VP of Research Tim Stronge recently asked a group of PTC 2017 attendees if we're in a submarine cable bubble.
As exciting as this new cable activity is, Tim also pondered what would happen if this bubble were to burst, as one did about 15 years ago.
In this presentation, Tim covers:
- What caused the last bubble and what made it burst?
- How did bandwidth demand play a role?
- Did the wholesale cable model contribute?