Source: Fortune
Meta is bypassing terrestrial infrastructure bottlenecks by investing directly in undersea cables that span six continents, shifting competitive advantage from reliance on telecom carriers to owning the pipes themselves. The company gains control over latency, redundancy, and data sovereignty while reducing dependency on third-party networks—critical advantages as AI training and real-time services demand unprecedented bandwidth. Tech giants are becoming infrastructure companies. Meta, Google, and Amazon now compete on cable capacity the way they once competed on software, changing the economics of global connectivity.