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.
Alan goes on to explain why Europe is a major global networking hub and which regions are heavily focused on Europe for interregional connectivity.
His presentation then switches gears to explore Italy’s current network ecosystem, touching on noteworthy trends like increasing diversity in Italian cable landings, growing investment in Italian submarine cables, and more.
Hit the play button below to take it all in.
But that's not all we have to share this month.
Qué novedades nos trae el mercado de las telecomunicaciones este 2023
In an interview with DatacenterDynamics, Research Analyst Juan Velandia talks about connectivity and the State of the Network.
Watch the full session in Spanish below.
How the US is pushing China out of the internet’s plumbing
This Financial Times article provides a comprehensive look at the current situation between the U.S. and China.
Alan is featured here, too, along with a plethora of cool visuals made with TeleGeography data.
If you'd like to learn more on how recent geopolitical tensions are affecting telecoms, you've come to the right place. The TeleGeography team just tackled two related questions on our blog.
Has Geopolitical Conflict Between China and the U.S. Caused Their Networks to Disconnect?
Geopolitical conflict has certainly affected the cable industry in the last four years, but have the U.S. and China’s networks actually disconnected?
VP of Research Tim Stronge conducts a series of disconnect tests to find out.
Will the EU Block Huawei and ZTE From 5G Rollouts?
In the last few years, Huawei, ZTE, and other Chinese equipment suppliers have come under increasing scrutiny due to alleged links with the Beijing government, raising serious security concerns for Western powers.
Following the U.S. government's ban on Chinese 5G technology, China-based vendors now face problems elsewhere.
The European Union (EU) is considering an outright ban of Chinese equipment across Europe’s 5G networks. Research Analyst Pete Bell has the full scoop.
Think you've got something that should be on our monthly reading list? Tweet it to us @TeleGeography.