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map of big tech undersea cables
(Sherwood News)

Big Tech’s most important infrastructure is at the bottom of the sea

While data centers on land are getting all the attention, Big Tech’s vast network of undersea fiber-optic cables carry 99% of all international network traffic.

This week, Amazon announced plans for “Fastnet,” a new undersea transatlantic fiber-optic cable running from Maryland to County Cork, Ireland. The new, high-capacity cable will carry Amazon Web Services data at a rate of over 320 terabits per second — which Amazon says is enough to transmit “the entire digitized Library of Congress three times every second” or stream “12.5 million HD films simultaneously.”

Amazon’s latest cable joins a crowded sea of submarine pathways linking Big Tech’s data centers and customers around the world.

While massive data centers on land are the focus of the industry right now, and space-based internet is scaling up, undersea fiber is still the most crucial part of tech companies’ infrastructure for global computing today, as they handle 99% of all international network traffic.

Let’s take a look at the size and reach of tech’s biggest companies.

Amazon

While AWS offers 120 Availability Zones in 38 geographic regions, it actually has the fewest number of miles of fiber-optic undersea cable of its Big Tech peers, according to data from TeleGeography.

Amazon cables
Data: TeleGeography

Including Fastnet’s approximately 5,500 kilometers of cable, Amazon has invested in projects covering about 30,000 kilometers of fiber, most of which are still in development. But the company says if you count up terrestrial and subsea fiber, its network uses over 9 million kilometers.

It also uses the JUPITER consortium’s 14,500-kilometer transpacific cable, along with Meta, which entered service in 2020.

Microsoft

Microsoft shares the 6,600-kilometer MAREA transatlantic cable with Meta and Spanish telecom company Telxius, which entered service in 2018. MAREA was hailed as the first “Open Cable System” in the world — allowing the connection at landing stations to be used with any company’s networking equipment, rather than one system for the entire cable from one vendor. It also allows for updates that improve the speed of the connection without having to lay new cable.

microsoft cables
Data: TeleGeography

Highlighting the unique risks that come with a fire hose of data just lying on the seabed, in September, Microsoft’s Azure cloud service was disrupted in Asia and Europe when some of its undersea cables were cut in the Red Sea.

Meta

Not content to have only the world’s largest data center, Meta also wants to have the longest undersea cable. Announced in February, Project Waterworth consists of 50,000 kilometers of cable that will span five continents. Meta says that the Waterworth cables will use a “first-of-its-kind” routing allowing for deep-water placement — up to 7,000 meters — and “enhanced burial techniques” in shallow waters to prevent damage from ships and anchors.

meta cables
Data: TeleGeography

Meta was also a key partner in the massive 45,000-kilometer 2Africa Pearls cable project, which wraps around Africa, connecting it to Europe and Asia.

Google

Google leads the pack in Big Tech for the most extensive undersea fiber network. It has access to about 267,000 kilometers of cable in the 33 projects it has invested in.

google cables map
Data: TeleGeography

Google’s early work to build a global web search network brought the company to seek undersea fiber capacity early. Google has been investing in undersea cable consortiums since the 2010s, and in 2018 it started to build its own private cable projects:

  • “Dunant” - A 6,600-kilometer cable from Virginia to France.

  • “Curie” - A 10,500-kilometer cable that runs from Los Angeles, California, to Panama City, Panama, to Valparaiso, Chile.

  • “Grace Hopper” - A 7,000-kilometer cable that connects New York to the United Kingdom and Spain.

  • “Equiano” - A 15,000-kilometer cable that runs from Portugal along the western coast of Africa to end in South Africa.


Dig deeper into Big Tech’s spiderweb of undersea fiber in the searchable table below, or visit TeleGeography’s comprehensive Submarine Cable Map.

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Report: OpenAI may tailor a version of ChatGPT for UAE that prohibits LGBTQ+ content

in June of last year, OpenAI CEO Sam Altman appeared in Abu Dhabi, UAE along side Nvidia CEO Jensen Huang to announce “Stargate UAE,” a project that includes a 1-gigawatt AI data center in Abu Dhabi, and a commitment to invest in the Stargate USA project.

OpenAI has announced that it is interested in jumping on the “sovereign AI” train, helping countries roll out their own AI services that reflect their own language, culture, and version of history.

Today, Semafor is reporting that OpenAI is in talks to develop a tailored version of ChatGPT for UAE that would align with the kingdom’s conservative social laws and speech restrictions, such as disallowing discussion of LGBTQ+ content. The UAE-owned MGX investment firm is an investor in OpenAI.

The company announced its OpenAI for Countries initiative in May of last year, which aims to “help interested governments build sovereign AI capability in coordination with the U.S. government—rooted in democratic values, open markets, and trusted partnerships.”

The UAE is a monarchy with a history of human rights violations.

OpenAI has announced that it is interested in jumping on the “sovereign AI” train, helping countries roll out their own AI services that reflect their own language, culture, and version of history.

Today, Semafor is reporting that OpenAI is in talks to develop a tailored version of ChatGPT for UAE that would align with the kingdom’s conservative social laws and speech restrictions, such as disallowing discussion of LGBTQ+ content. The UAE-owned MGX investment firm is an investor in OpenAI.

The company announced its OpenAI for Countries initiative in May of last year, which aims to “help interested governments build sovereign AI capability in coordination with the U.S. government—rooted in democratic values, open markets, and trusted partnerships.”

The UAE is a monarchy with a history of human rights violations.

Allen & Co Brings Together Media And Tech Titans In Sun Valley

Analysts think Amazon’s sky-high capex is a good thing, even if there’s “shock value” for investors

That said, several analysts also lowered their price targets for Amazon the day after its downbeat earnings report.

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Big Tech’s $1.1 trillion cloud computing backlog

Now that the big dogs of cloud computing have all reported their quarterly earnings, we can step back and get a sense of the searing demand that AI is driving toward their businesses.

Amazon, Google, and Microsoft each reported hundreds of billions in RPO (remaining performance obligations) — signed contracts for cloud computing services that can’t yet be filled and haven’t yet hit the books.

Collectively, the big three cloud providers reported a $1.1 TRILLION backlog of revenue.

This gargantuan demand could be good news for the “neoscalers” like CoreWeave and Nebius. But even CoreWeave is reporting a substantial backlog of its own — $55 billion last quarter.

tech

Big Tech capital expenditure soared in 2025. It’s going up another 50% in 2026.

Last quarter was one for the record books when it came to Big Tech’s purchases of property and equipment. Combined, Amazon, Alphabet, Microsoft, and Meta spent nearly $400 billion on capex, sans leases, in total last year, mostly in service of building out the AI infrastructure that they hope will furnish their futures.

And 2026 is only getting more expensive.

The four are expected to spend 50% more in 2026 than in 2025: roughly $600 billion. Amazon said it’s on the hook for $200 billion in capex this year, while Google expects to spend between $175 billion and $185 billion. Not too far behind, Meta estimated its 2026 capex would be $115 billion to $135 billion. Microsoft didn’t give an estimate, but analysts have its 2026 calendar year capex at around $114 billion. However, it should be noted that analysts’ expectations for 2026 were way lower than the reality for the rest.

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