Meta to invest $10B in global subsea cable network

Meta’s ambitious plan to construct its first fully-owned subsea cable network represents a significant shift in how technology companies approach global data infrastructure, with implications for AI development and internet connectivity worldwide.

Project Overview: Meta is investing over USD 10 billion in a massive underwater fiber-optic cable system that will span 40,000 kilometers, connecting multiple continents in a W-shaped configuration.

• The cable will link the East Coast of the United States to India via South Africa, then connect to Australia before reaching the U.S. West Coast
• This marks Meta’s first solely owned and operated subsea cable project
• The initiative aims to support growing data demands from Meta’s AI operations and platforms

Current Impact and Usage: Meta’s digital platforms already represent a substantial portion of global internet traffic, driving the need for expanded infrastructure.

• Meta’s services account for 10 percent of fixed internet traffic and 22 percent of mobile internet traffic worldwide
• As the second-largest driver of internet usage globally, Meta’s platforms require robust infrastructure to maintain service quality
• The company anticipates increased data demands as its AI investments grow

Project Timeline and Implementation: The initiative remains in early development stages, with several key milestones ahead.

• Formal announcement of the project is expected in early 2025
• Detailed information about cable route, capacity, and strategic reasoning will be revealed during the announcement
• Construction has not yet begun, and budget specifics remain undisclosed

Technical Challenges: The project faces significant logistical hurdles that could impact its completion timeline.

• Limited availability of specialized cable-laying vessels poses a major constraint
• These vessels are currently booked several years in advance
• The extensive scale of the project suggests a multi-year implementation timeframe

Strategic Significance: This initiative represents a departure from traditional telecommunications infrastructure ownership models and signals a new era in tech company self-reliance.

• The project shifts away from the conventional model where telecom companies own and operate subsea cables
• Meta will gain complete control over its data traffic routes
• The investment demonstrates Meta’s commitment to building independent infrastructure capabilities

Looking Ahead: While the project’s ambitious scope and technical challenges present significant hurdles, its completion could reshape how major tech companies approach their infrastructure needs. The success or failure of this initiative may influence whether other tech giants pursue similar infrastructure independence strategies.