We started collecting our monthly dose of telecom reading recommendations when it occurred to us: this reading list is somewhat despairing.
Earthquake-based cable outages, infrastructure security concerns—a headline that literally includes the words "solar catastrophe." We don't mean to bring the room down with our July picks, but maybe have something lighter queued up for later.
For the last eight years, we've posted submarine cables owned by content providers over here. (Shout-out to the readers who had this one bookmarked.)
When we first published this list in 2017, we had 20 cables listed. Fast-forward to today, and our list has grown to 59—a sizable markup.
With such an uptick in content provider cables to track, we figured it was worth starting a fresh new list for you to bookmark.
Looking back on June 2024, we can't help but notice the plethora of submarine cable updates and announcements that littered our exchanges. (And you know we're always watching for the latest cable news.)
This month didn't disappoint. Just look at this small sampling of news and notes from around the industry in the last three weeks alone:
Mike Constable has logged many hours in digital infrastructure.
He's the mind behind Infra-Analytics Pte Ltd, a strategic consulting and advisory firm. His experience boasts time spent time in leadership and strategic roles, commercial, technical, and project management positions on both the supply and investment side.
As May winds down, we’re reflecting on some articles—and broadcasts—that should be on your radar.
Buckle up: this month’s reading list is very submarine cable and data center heavy.
Dr. Steve Grubb’s fascination with subsea cable technology began in the 1990s. Thirty years later, now CEO of Grubb Blue Ocean Solutions, Steve spends his time advising cable companies on technical design and vendor selection.
He also lends his expertise as one of TeleGeography's Preferred Partners.
Worldwide bandwidth demand continues to grow at a steady pace.
Annual demand growth has decelerated slowly, but according to new data from TeleGeography’s Transport Networks Research Service, aggregate demand more than tripled between 2019 and 2023 to reach an eye-popping 5 Pbps.
Investment in new submarine cables has surged in recent years. Despite some fluctuations, new cable investment has averaged over $2 billion per year in the past eight years.
With demand continuing to rise at an exponential rate, the value of new submarine cables entering service from 2024-2026 is forecasted to reach over $10 billion.
To many people, the concepts of global network infrastructure and bandwidth markets are difficult to grasp. But to those who follow this sector, it's one of the most fundamental building blocks of the global economy.
If you haven't heard of TeleGeography’s Transport Networks Research Service, it's one of our most popular research subscriptions. In short, this tool assesses the state of the global telecom capacity market—and we just finished updating it with tons of new data and analysis.
So now is the perfect time for us to answer the question: what's fueling the changes we see in the global bandwidth market?
Copyright © 2024 TeleGeography.
