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?
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?
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.
You've probably read about the global chip shortage the world is facing due to supply chain issues. As it turns out, there's also a shortage of undersea cable-laying ships.
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.
After decades without new routes, several new cables landing in the Gulf have been announced, with more undoubtedly on the way.
These new routes will provide additional international capacity, reduce dependence on a limited number of terrestrial crossings, and build resiliency in international connectivity.
But what's driving this reemergence of Mexican subsea?
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?
A dollar doesn’t go very far these days. That is, unless you’re Cogent Communications, and in the market to buy Sprint’s fiber assets from T-Mobile.
This surprising story kicks off our latest list of recommended telecom reads.
New presentation alert.
Research Analyst Marvin Tan recently joined Ciena and Hawaiki for a webinar highlighting trans-Pacific submarine network opportunities.
The trans-Atlantic submarine corridor was a hot topic when VP of Research Tim Stronge joined Ciena for a live presentation back in June.
Now it's time to shift our attention to the trans-Pacific. And Research Analyst Marvin Tan has just the data to share.
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