The dominance of US hyperscalers in subsea cables has significantly reshaped the industry, raising concerns about critical infrastructure risks as they control 71% of international capacity.
The Australian Strategic Policy Institute highlights that the influence of these hyperscalers hasn’t been fully recognized, noting the shift from being customers to becoming owners.
Hyperscalers have displaced dominant telecom carriers, creating competition challenges due to their substantial financial resources and the limited availability of subsea cable infrastructure.
The industry’s shift from connecting urban centers to focusing on datacenter routes enhances resilience and promotes standardization, benefiting the overall infrastructure.
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