Meta and Google are investing heavily in undersea cables, challenging the idea that such investments are merely a form of diversification for tech companies. These efforts are driven by the need to ensure uninterrupted service for their platforms, which rely on real-time, personalized content delivery. For instance, Meta is planning to fund a 50,000-kilometer undersea cable that would encircle the globe, highlighting the scale of such projects.
Undersea cables are a vital part of global communications, carrying the majority of international internet traffic. Recent events, such as suspected sabotage in politically sensitive areas like the Baltic Sea and the Taiwan Strait, have raised concerns about the vulnerability of these cables. In the Strait of Hormuz, there have been explicit threats to destroy undersea cables, which are often owned by private companies. This has sparked worries about the security of these critical infrastructures for individuals, businesses, and governments alike.
According to data from the Submarine Cable Almanac, Google and Meta are responsible for 23% of the installed bandwidth between 2020 and 2025 and 32% of the bandwidth in ongoing projects. Meta's Waterworth project, announced in 2025, aims to install a global undersea cable, further solidifying their role in this domain.
The question arises: why are Meta and Google, rather than traditional telecommunications companies, taking on the role of cable providers? Their services require real-time personalization of content and advertising for each user, necessitating strict control over latency and network resilience. By owning the infrastructure, these companies can prioritize traffic and use proprietary protocols that enhance performance. In contrast, companies like Netflix rely on distributed caching systems, while Amazon and Microsoft meet their global communication needs through long-term cable leases from third-party providers.
Recent projects by Meta and Google suggest a preference for routes that avoid traditional choke points, such as the Suez Canal, the Strait of Hormuz, and the Taiwan Strait. Meta's Waterworth project connects the east and west coasts of the United States via Brazil, South Africa, India, and Australia, bypassing traditional routes. Google's network allows for a similar route in the opposite direction, passing through Chile, the South Pacific, and Australia before reaching South Africa and the eastern United States.
These projects create alternative routes that reduce dependence on politically vulnerable regions. However, they also lead to a concentration of infrastructure ownership, potentially creating new vulnerabilities for end users. The development of these undersea cable networks highlights the growing importance of resilience in global digital infrastructure and raises questions about the privatization and concentration of such critical resources.
Tech Giants Invest in Undersea Cables Amid Global Concerns Over Resilience and Vulnerability
AI-rewritten from original reportingHow it works
undersea-cablesmetagoogledigital-infrastructurenetwork-securitybandwidth-control



