The global data center market is under an unprecedented squeeze as we move into 2023.
On one hand, we have a long-term challenge surrounding the sustainability of the industry’s growth trajectory in essential hub markets. On the other, we have an acute short-term problem with energy prices in the colocation sector.
These issues combine to create an uncomfortable phase in the market right now.
Twenty years ago, the United States was very much at the center of the global internet.
In 2003, 98% of all interregional internet capacity and 42% of all international internet bandwidth was connected to the U.S. despite emerging intraregional capacity in Europe and Asia.
Submarine cables helped to enforce this centrality, and the highest capacity cables were connected to the U.S. Around this time, the U.S. was also among the cheapest places to connect to the internet.
So what’s happened to the U.S.’s role? Is the U.S. becoming less centric to the global network?
Historically, the two most predictable trends in the bandwidth market have been consistent demand growth and price erosion. But those trends have been challenged over the past few years.
Recent supply chain issues and geopolitical challenges have dramatically slowed price erosion globally. For the first time, we're asking ourselves, are prices actually increasing?
As telecom analysts, my TeleGeography colleagues and I have been busy attending conferences and gathering market intelligence from many of the most prominent telecom companies around the world.
Recently, our travels took us to São Paulo and Mexico City for the Futurecom and Mexico Connect 2022 conferences.
There’s a lot going on in both the Brazilian and Mexican markets, so let’s recap some of the discussion themes that stood out.
Some pretty ominous headlines have been circulating around the world lately regarding the risk of a global recession and the ongoing threat of inflation.
At TeleGeography, we've received several questions about how these economic indicators could impact the submarine cable industry.
In particular, people are curious to know if slowing economic growth impair international bandwidth demand growth on subsea cables. And will inflation lead to rising international bandwidth prices?
New presentation alert. Research Analyst Marvin Tan recently joined Ciena and Hawaiki for a webinar highlighting trans-Pacific submarine network opportunities.
I recently had the pleasure of not only attending the 2022 European Peering Forum, but also presenting my own update on interconnection geography.
Unsurprisingly, there was a lot to cover. A full 47 slides, to be exact. Here are some highlights from my presentation.
Specifically, which applications and network operators have latency on their minds?
Well, content providers, gaming companies, financial enterprises, and cloud service providers, to name a few.
TeleGeography Senior Analyst Paul Brodsky recently joined experts from Ciena and Angola Cables for an hour-long discussion centered around Connecting to Africa with Low-Latency Services.
This month saw the 16th annual MVNOs Europe event take place at the Victoria Park Plaza in London.
I was glad to connect with representatives from some of the region’s top virtual operators, network operators, tech vendors, and solution providers.
Here’s what I learned.
Anyone who follows the submarine cable sector knows that a lot of cables have been built in recent years—and investments in new cables keep coming.
I gave a presentation at Submarine Networks World 2019 in Singapore titled "Is Your Planned Submarine Cable Doomed?" My goal was not to identify particular planned cables that I think are doomed to fail, but rather to highlight some of the key flaws we often see when assessing cable operator business plans on behalf of investors.
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