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Why Subsea Cables Are the New Oil Pipelines

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Manage episode 517467377 series 2926374
Content provided by BFM Media. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by BFM Media or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://podcastplayer.com/legal.

Over 97% of all international data travels through a vast, invisible network of subsea cables. As Malaysia invests billions in its AI ambitions and data center boom, this undersea infrastructure is no longer just a utility, it's a critical strategic asset.

Martyna Sucharzewska, a Technology Analyst at BMI, joins us to explore this new global race. She discusses why the explosive demand from AI is fueling new investment, how tech giants like Google and Meta are shifting the balance of power by owning these digital highways, and the growing geopolitical risks in contested areas like the South China Sea.

We discuss:

  • Why subsea cables are the critical backbone of the AI-powered economy.

  • How AI and cloud services are driving a surge in new cable investments.

  • The fundamental shift as tech giants (not telcos) build their own private cables.

  • Why these cables are now strategic assets and geopolitical flashpoints.

  • Malaysia's strategic position to become a regional digital infrastructure hub.

See omnystudio.com/listener for privacy information.

  continue reading

3796 episodes

Artwork
iconShare
 
Manage episode 517467377 series 2926374
Content provided by BFM Media. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by BFM Media or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://podcastplayer.com/legal.

Over 97% of all international data travels through a vast, invisible network of subsea cables. As Malaysia invests billions in its AI ambitions and data center boom, this undersea infrastructure is no longer just a utility, it's a critical strategic asset.

Martyna Sucharzewska, a Technology Analyst at BMI, joins us to explore this new global race. She discusses why the explosive demand from AI is fueling new investment, how tech giants like Google and Meta are shifting the balance of power by owning these digital highways, and the growing geopolitical risks in contested areas like the South China Sea.

We discuss:

  • Why subsea cables are the critical backbone of the AI-powered economy.

  • How AI and cloud services are driving a surge in new cable investments.

  • The fundamental shift as tech giants (not telcos) build their own private cables.

  • Why these cables are now strategic assets and geopolitical flashpoints.

  • Malaysia's strategic position to become a regional digital infrastructure hub.

See omnystudio.com/listener for privacy information.

  continue reading

3796 episodes

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