For the final eight years, we have posted submarine cables owned by content material suppliers over right here. (Shout-out to the readers who had this one bookmarked.)
Once we first revealed this listing in 2017, we had 20 cables listed. Quick-forward to as we speak, and our listing has grown to 59—a large markup.
With such an uptick in content material supplier cables to trace, we figured it was price beginning a contemporary new listing so that you can bookmark.
However first: what is the cope with content material suppliers and cables since we began monitoring this data practically a decade in the past?
Up to now decade, few telecommunications trade traits have been as impactful because the rise of content material suppliers changing into the dominant customers of worldwide capability.
As you may recall, content material suppliers’ urge for food for bandwidth ballooned within the early 2010s. In response, a few of these community operators transitioned from simply being clients of wholesale capability to proudly owning transport community infrastructure.
This pattern started when Google grew to become an investor within the Unity cable consortium, which entered service in 2010.
Since then Meta, Microsoft, and, most just lately, Amazon, have additionally invested in new submarine cable methods both straight or as main pre-sale purchasers.
Past these publicly disclosed cable investments within the desk under, content material suppliers have acquired partial or full fiber pairs on different submarine cables. Additionally they have leases and IRUs for managed capability on quite a few methods as nicely.
We’ll replace this new listing as these suppliers become involved in new cable initiatives or as different content material suppliers begin investing in comparable builds.
Who’re Content material Suppliers?
The time period content material supplier refers to a big selection of networks recognized by a number of labels together with hyperscalers, OTTs (over-the-top suppliers), ICPs (web content material suppliers), or CSPs (cloud service suppliers). There are a few key segments inside the distinction of content material suppliers, and a few operators match a couple of section. These embrace:
- Web-based content material and platform suppliers (e.g. Google, Meta, Microsoft, Apple, and TikTok mum or dad firm ByteDance)
- Cloud service/platform suppliers (e.g. Amazon, Microsoft, Oracle, Alibaba, and Google)
- Content material Supply Networks (CDNs) (e.g. Akamai, CloudFlare)
For our analysis, we embrace content material suppliers that function their very own long-haul networks as distinct from the general public web backbones run by carriers.
Content material 101
Our information reveals that content material suppliers’ worldwide bandwidth development has outpaced that of all different customers of capability in recent times.
This has been nothing in need of revolutionary in an trade lengthy dominated by conventional web carriers. In 2017, content material suppliers surpassed web spine suppliers as the biggest customers of worldwide capability. This edge has grown quickly in subsequent years. Between 2019 and 2023 the quantity of worldwide capability deployed by content material networks practically quadrupled, reaching 3.6 Pbps.
International Content material Supplier Bandwidth
