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Building Tomorrow’s Internet: A 2026 Update on Cable Investment
A steady stream of investment has driven tremendous growth in subsea cable infrastructure to keep pace...
Global network infrastructure is a fundamental building block of the global economy. When people want to understand those networks, they come to TeleGeography.
The Transport Networks Research Service includes proprietary data sets, written analysis, and interactive tools for exploring long-haul networks and the undersea cable market.
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The story right now is that global bandwidth demand continues to climb, albeit at a steadily slowing rate.
As recently as 2020, year-on-year demand had increased 45%, but the pace decelerated to 29% in 2024. Still, this represents a steady 32% compound annual growth rate and a tripling of demand between 2020 and 2024, with demand now surpassing 6.4 Pbps.
We cover this, content providers, demand requirements, pricing, geopolitical considerations, and AI in our executive summary.
A steady stream of investment has driven tremendous growth in subsea cable infrastructure to keep pace...
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