Hyperscalers’ subsea investment can help operators to improve services and reach new markets but is also a threat
The number of cables deployed with hyperscaler involvement has been rising since 2010. The number of new cables has also been rising year-on-year. By the end of 2026, Analysys Mason expects that there will be at least 40 subsea cables in service or ready for service that will have been funded or part-funded by a hyperscaler.
This article discusses how future hyperscaler investment can enable network operators to improve their services or open up new routes, but explains why this investment is also a risk for operators.
Author

Simon Sherrington
Research Director, expert in fibre infrastructure and sustainabilityRelated items
Forecast report
xHaul: worldwide forecast 2022–2030
Article
Total US submarine cable capacity was 7107Tbit/s in 2023 and will rise by at least 59% by the end of 2028
Article
17 new submarine cables were launched in 2024 and another 120 are expected by 2028