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.