Tech
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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FCC bans new Chinese drones and components from DJI and Autel Robotics

Yesterday, the Federal Communications Commission (FCC) banned new drones and critical components from the market-leading Chinese drone manufacturer DJI, and smaller firm Autel Robotics, calling the foreign made drones “an unacceptable national security risk.”

The ban covers all drones and related components from any foreign manufacturer. DJI dominates the worldwide (nonmilitary) drone market, with a market share greater than 90%, according to some estimates.

In addition to hobbyists, the quadcopter-style drones made by DJI are used heavily by a wide variety of businesses including agriculture, infrastructure inspection, real estate, and also by first responders. Blocking foreign drones leaves many critical industries without a viable US-made alternative, as the industry has struggled to develop new supply chains that don’t come from China and match the quality of DJI’s hardware and software.

Shares of Florida-based drone builder Unusual Machines are up over 8% in early trading. Donald Trump Jr. is an investor and advisor to the company.

DJI has said its drones do not present a security risk, and welcome a national security review, noting that their drones can be used without an internet connection, and all data is saved locally.

FCC Chair Brendan Carr said:

“I welcome this Executive Branch national security determination, and I am pleased that the FCC has now added foreign drones and related components, which pose an unacceptable national security risk, to the FCC’s Covered List. Following President Trump’s leadership, the FCC will work closely with U.S. drone makers to unleash American drone dominance.”

The ban covers all drones and related components from any foreign manufacturer. DJI dominates the worldwide (nonmilitary) drone market, with a market share greater than 90%, according to some estimates.

In addition to hobbyists, the quadcopter-style drones made by DJI are used heavily by a wide variety of businesses including agriculture, infrastructure inspection, real estate, and also by first responders. Blocking foreign drones leaves many critical industries without a viable US-made alternative, as the industry has struggled to develop new supply chains that don’t come from China and match the quality of DJI’s hardware and software.

Shares of Florida-based drone builder Unusual Machines are up over 8% in early trading. Donald Trump Jr. is an investor and advisor to the company.

DJI has said its drones do not present a security risk, and welcome a national security review, noting that their drones can be used without an internet connection, and all data is saved locally.

FCC Chair Brendan Carr said:

“I welcome this Executive Branch national security determination, and I am pleased that the FCC has now added foreign drones and related components, which pose an unacceptable national security risk, to the FCC’s Covered List. Following President Trump’s leadership, the FCC will work closely with U.S. drone makers to unleash American drone dominance.”

tech

Tesla’s EU sales fell nearly 40% in the first 11 months of 2025

From January through November this year, Tesla sales fell 39% to 129,000 in the European Union compared with the first 11 months of 2024, according to new data from the European Automobile Manufacturers’ Association, known as ACEA. In that same time, sales of Chinese competitor BYD grew 240% to 110,000. BYD first outsold Tesla there this spring, but Tesla is still outpacing BYD for the year.

Overall, sales of battery electric vehicles in the EU rose 28%.

Tesla has struggled throughout this year in Europe, its third-biggest market — something CEO Elon Musk has blamed on Europe’s lack of regulatory approval for its Full Self-Driving tech, though the decline likely has more to do with competition from China.

tech
Jon Keegan

Pentagon adds xAI’s Grok to its AI platform

Grok is going to war.

Today the Pentagon announced that xAI’s controversial Grok chatbot will be added to GenAI.mil, the Department of Defense’s “bespoke AI platform.”

Launched earlier this month, GenAI.mil joins Google’s Gemini on the platform, which the Pentagon says will usher in an “AI-driven culture change” at the agency.

Federal workers have had access to Grok since the White House ordered the chatbot added to the GSA’s approved AI vendor list in August.

xAI has had some embarrassing episodes as it scrambles to monetize Grok, after spending billions on its Colossus data centers. Just this summer, several examples emerged of Grok responding to user queries with antisemitic tropes, and even praising Hitler.

Launched earlier this month, GenAI.mil joins Google’s Gemini on the platform, which the Pentagon says will usher in an “AI-driven culture change” at the agency.

Federal workers have had access to Grok since the White House ordered the chatbot added to the GSA’s approved AI vendor list in August.

xAI has had some embarrassing episodes as it scrambles to monetize Grok, after spending billions on its Colossus data centers. Just this summer, several examples emerged of Grok responding to user queries with antisemitic tropes, and even praising Hitler.

tech
Jon Keegan

Alphabet acquires data center company Intersect for $4.75 billion

Google parent Alphabet announced a deal to acquire data center and energy infrastructure builder Intersect. Alphabet already held a minority stake and a partnership with the company. The acquisition is for $4.75 billion in cash.

According to Alphabet CEO, Sundar Pichai: “Intersect will help us expand capacity, operate more nimbly in building new power generation in lockstep with new data center load, and reimagine energy solutions to drive US innovation and leadership. We look forward to welcoming Sheldon and the Intersect team.”

The deal is expected to close in the first half of 2026.

tech
Rani Molla

Tesla might get to a 1,000 Robotaxis in the Bay Area this year after all

Tesla has registered 1,655 ride-hailing vehicles in California, up from just 28 when it launched the service in August, according to California Public Utilities Commission data cited by Business Insider. That growth suggests Tesla — which currently has about 130 Robotaxis operating with a driver using Full Self-Driving in the Bay Area — could realistically hit CEO Elon Musk’s target of 1,000 vehicles in the region by the end of the year.

Registered vehicles aren’t the same as an active fleet, but the increase signals that Tesla is gearing up for significant expansion.

Google’s Waymo remains in the lead, with nearly 2,000 driverless vehicles registered across its two California markets, including more than 1,000 operating in the Bay Area and 700 in Los Angeles.

It’s less clear whether Tesla can meet Musk’s other goals, including deploying 500 Robotaxis in Austin, where just 32 vehicles are currently operating, or removing safety monitors by year’s end. Only two of those Austin vehicles are currently testing without drivers.

Registered vehicles aren’t the same as an active fleet, but the increase signals that Tesla is gearing up for significant expansion.

Google’s Waymo remains in the lead, with nearly 2,000 driverless vehicles registered across its two California markets, including more than 1,000 operating in the Bay Area and 700 in Los Angeles.

It’s less clear whether Tesla can meet Musk’s other goals, including deploying 500 Robotaxis in Austin, where just 32 vehicles are currently operating, or removing safety monitors by year’s end. Only two of those Austin vehicles are currently testing without drivers.

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