2024 began with Google joining the "Humboldt" project—the first subsea cable directly connecting South America to the Asia Pacific region. This story is indicative of a larger trend shaping the industry — investments from hyperscalers are taking on widespread infrastructure. Subsea fiber-optic cables now span roughly 1. 48 million kilometers globally (TeleGeography), carrying the overwhelming majority of intercontinental data traffic and quietly underpinning everything from cloud platforms to cross-border payments. For institutional investors, the attraction is not only. Fiber optic vendors are employing a mix of manufacturing expansion, technological innovation in high-density and next-generation fibers, and strategic supply chain alignment to meet the anticipated surge in demand from AI and data centers in 2026. The demand is so high that at least one major fiber. The global telecommunications infrastructure industry is entering a phase of accelerated and sustained growth, driven by the rapid expansion of broadband networks, rising investments in 5G technology, increasing construction of data centers, and the growing need for high-speed, reliable. Altman Solon is the largest global strategy consulting firm exclusively working in the TMT sectors. Following a presentation at our annual London Breakfast, Managing Director Justin Hotchkiss shares his insights on the investment potential of subsea cables in an era of hyperscaler usage. This article breaks down the unit.
