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あらすじ・解説
In this episode, Caroline Gabriel, expert in network and cloud strategies and architecture, discusses the latest trends in the submarine cable market with experts Simon Sherrington and Stephen Burton.
They explore the strategic significance of submarine cables in global connectivity and the investment drivers, including the increasing role of hyperscalers such as Google, Meta and Microsoft. Stephen shares insights into Analysys Mason's new Submarine cable database, which tracks over 600 existing and planned cables worldwide, while Simon highlights how geopolitical factors, sustainability and the need for network resilience are shaping future investments. The conversation also touches on the growth of international data traffic and the need for new cable routes, especially for emerging markets.
For more insights, read the related article.