Have you seen an $8 billion figure floating around the internet over the last week? Specifically that we could see $8 billion in new cable investments over the next three years?
It's true—and you can explore our 2021 submarine cable map to see what that's about.
Since we dropped our new map, we've seen lots of stories pop up about what we can expect from the latest cable construction boom.
And the influence of new players in the market is always of interest.
Having accounted for less than 10% prior to 2012, content providers’ share of total capacity surged to 66% in 2020. Unlike previous booms, content providers like Amazon, Google, Facebook, and Microsoft are taking a more active role in the submarine cable market.
These companies alone have such incredible demand for data center traffic that they’re driving projects and route prioritization for submarine cable systems. Google alone has more than 15 subsea cable investments globally.
You can catch up on several of these $8 billion stories below, as well as an awesome explainer on content providers and cables.
We round things out with some recommended reads on navigating a "post-MPLS" landscape and the latest on Ericsson and Huawei.
Cloud data centers continue to reshape global internet architecture—just take it from this Data Center Frontier article and our 2021 submarine cable map.
Watch: Why Tech Giants Are Laying Undersea Cables
WAN managers must appraise what happens to their traffic once it leaves their office over a best-efforts internet connection. Performance on the “internet middle mile,” once the telco’s problem in the MPLS network, is now a concern for the enterprise.
This Network Computing piece explores four major forces influencing the WAN's evolution away from MPLS and toward the internet.
Another piece penned by our own Greg Bryan!
Writes Greg: "I believe it will be the NSPs who can match the right products, solutions, and vendors to an enterprise's unique needs (with transparency and flexibility) that will ultimately win in this post-MPLS landscape. It likely won't make sense for most enterprises to create their own carrier-like sourcing teams if NSPs can stay ahead of these changes."
Authorities have raised concerns in a number of countries—led by the U.S.—that Huawei’s links to the Chinese government could pose a national security risk due to the potential for espionage and network disruption.
And Swedish equipment vendor Ericsson could face a backlash in China following Sweden’s 2020 decision to ban cellcos from using Huawei gear in 5G networks. More in this overview from Pete Bell.
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