Providers’ shift to predominantly 100 Gbps internet backbones continues to reduce the average cost of carrying traffic, enabling profitability at lower prices. As a result, price erosion remains the universal norm, reflecting the introduction of competition into new markets and the response of more expensive carriers to lower prices.
How AI will impact enterprise networks is a huge topic that we're tackling in a multi-part series. In these posts, we're comparing the total cost of ownership (TCO) of a legacy MPLS network—one that still represents many multinationals’ WANs in 2025—to various hybrid or internet-first alternatives designed to accommodate changes brought by AI and cloud.
Predicting the future is hard.
As an analyst, that is exactly what people hope I can do. Of course, no one can predict the future, but we can model various outcomes given the best data we have on hand.
So using the data, let's make a prediction about the future impact of AI on enterprise networks.
There is no shortage of headlines about high-profile cable breaks, particularly around the Baltic Sea and Taiwan. But it's worth remembering that where there have been faults, there have also been repairs.
A new report details what is needed to sustain current service levels and reduce repair delays for the undersea cables that carry global internet traffic.
In this episode of the TeleGeography Explains the Internet podcast, FCC Commissioner Nathan Simington joins the show for a deep dive into the evolving world of spectrum allocation, broadband infrastructure, submarine cable policy, and cybersecurity. With a unique background in finance, law, and policy, Simington offers an interesting perspective on the complexities of the current telecom environment and where federal policy is headed.
Can you stop a cable break before it happens? We know how and why cable faults occur, but could damage be mitigated beforehand?
What's shaping the trajectory of the global bandwidth market? To answer that question, we identified four significant trends worth watching within our recently updated Transport Networks Research Service.
To understand the future of long-haul capacity demand and pricing, bookmark these industry headlines.
Copyright © 2025 TeleGeography.
