AI investment boom is creating a virtuous cycle of massive capacity expansion, exponential traffic growth, and an urgent need for network upgrades that support ultra-high density and low-latency connections.
Hyperscalers like Microsoft and Google continue to commit tens of billions of dollars annually to this build-out, with forecasts suggesting their collective capital expenditure could exceed $360 billion in 2025.
The 10-year outlook for submarine fibre cable capacity demand between Southeast Asia and the United States is overwhelmingly positive, predicting substantial.
