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.
The TeleGeography team might know them as Research Director Alan Mauldin and Vice President of Research Tim Stronge: colleagues, analysts, and submarine cable enthusiasts.
But an entire universe of SubOptic attendees know them as something entirely different: the Telecom Mythbusters.
The wait is over. The 2023 State of the Network Report is finally here and it's our sixth annual check-in on all things telecom, if you can believe it.
We again extract major global bandwidth headlines, take a snapshot of the global internet, peruse the latest in data centers, check in on the cloud, and finish with an update from the voice market.
But what’s new and different? What’s the data telling us in 2023?
While most planned satellite constellations used for connectivity fly in low earth orbit (LEO), some fly in geosynchronous equatorial orbit (GEO) and circle the earth from a much further distance.
Because of this distance, LEO satellites tend to have lower latency and higher bandwidth than their GEO counterparts.
So when MetTel tried to cross its SD-WAN offering with HughesNet's GEO connection, it got latency.
More on this story and our other January telecom reading recs below.
The TG team is enjoying OpenAI's new ChatGPT—an artificial intelligence assistant trained to answer questions and provide information on a wide range of topics—and our Slack channels show it.
As usual, we can't help talking about telecom, so our analysts have made a game of testing ChatGPT's submarine cable knowledge.
How well has it fared?
You thought we were going to do a major end-of-year review of telecom trends and leave out all things WAN? No, no. Not on our watch.
Host and Senior Manager of Enterprise Research Greg Bryan broke out the data for this bonus New Years episode of TeleGeography Explains the Internet.
Back in July, we touched on how UK data centers were struggling to stay cool through unseasonably warm temperatures.
Five months later, our telecom reading list starts off with a very different story: Equinix is considering a multi-year project to raise its data center temperatures.
We're looking back at all things telecom in 2022. And we're doing it the best way we know how: rounding up our analysts and inviting them to discuss major findings in their areas of research on TeleGeography Explains the Internet.
If you want to dive in from the very beginning, you can listen to part one over here. And if you're ready for more, keep scrolling.
Part two takes us on a journey through the last 12 months of submarine cable news, SD-WAN, security, and major world events that intersected with telecom infrastructure.
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