Tag Archives: Subsea cable

Subsea Fiber Market Update: A Transformational Build Cycle Anchored in AI, Hyperscalers, and Geopolitics

By | December 30, 2025

While investments in access telecom networks continue to stagnate (see here), the subsea fiber market is bucking the trend. Growth in connectivity infrastructure for cloud services has kept activity strong, and the buildout of AI infrastructure and data center interconnects is adding new momentum. In fact, this is the most significant wave of subsea investment… Read More »

The Disruptive Nature of Starlink

By | February 12, 2025

I wanted to share a few thoughts as Starlink approaches 5 million subscribers—a milestone achieved in just over 4 years since launching its beta service in November 2020. This growth is particularly impressive when compared to the performance of traditional satellite service providers. Destruction in the GEO broadband market A significant portion of Starlink’s growth… Read More »