Hyperscaler Subsea Cable Expansion for AI/Cloud Capacity
Google announces Americas Connect subsea expansion (Alisios, Canoa, OlaLuz, Firmina branch) for Caribbean and Pacific redundancy. Intra-Asia cables SEA-H2X (200 Tbps) and SHV-HK (80 Tbps) commercial, driven by AI bandwidth demand. Subsea security updates: UK legislation, AUKUS drone initiative, FCC streamlining. Festoon and unrepeatered submarine link engineering technical reference adds depth. Two subsea cables off Perth damaged; DAS (distributed acoustic sensing) proposed as monitoring solution, raising questions about deployment costs and adoption.
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Updated Aug 15, 2026