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The artificial intelligence industry will become the key increment driving the growth of submarine cables.

If the submarine cables carried web pages, videos and social data in the past two decades, then in the next five years, they will carry the massive token interactions of AI large models.

OpenRouter data shows that within a week at the end of June 2026, the total usage of AI large models worldwide reached 46.7 trillion tokens, and the weekly usage of the leading models exceeded the trillion-level. Omdia predicts that AI traffic will expand rapidly at a compound annual growth rate of 60%. The report also calculated a figure based on the ALC submarine cable: its single-fiber capacity is 27 Tbps, and when converted to equivalent industry traffic, it can transmit over 80 billion tokens per second. The role of submarine cables is undergoing a qualitative change; they are no longer just information channels connecting people, but corridors connecting data centers and data centers, cloud computing power and end-user computing power.

More importantly, there is the spatial coupling effect.

The Asia-Pacific region is accelerating to become a global AI computing center. Countries such as Malaysia, Thailand, and Indonesia have taken on a large number of newly built AI computing centers, but there are significant bandwidth gaps between these places and global submarine cable hubs. The report shows that the "lit capacity" of submarine cables within Asia has exceeded 50%, far exceeding the 30% expansion warning line. The AI traffic peak brought about by AI is turning submarine cables into a strategic resource that must be invested in ahead of time.

Marine scenarios and integrated communication

The application boundaries of submarine cables are breaking through the limitations of traditional transoceanic communication and extending simultaneously to the depths of the ocean and the high altitudes of the sky.

In the offshore oil and gas sector, 3,728 various offshore platforms around the world are accelerating the transformation of smart oil fields. Traditional platforms only require less than 100 Mbps bandwidth, while smart oil field platforms need to transmit high-definition videos, equipment sensing, and remote industrial control data in real time, with the peak bandwidth demand of each platform exceeding Gbps level. Regions such as the Persian Gulf, the Gulf of Mexico, and the North Sea are becoming new growth poles for submarine communication cables.

In the submarine computing power field, the deployment of submarine data centers has moved from concept to engineering. Microsoft continues to conduct submarine data center experiments, while China has taken the lead in achieving a breakthrough - Shanghai Lingang has launched the world's first wind power directly connected submarine data center, Guangdong Yangjiang has initiated the construction of a GW-level submarine computing power center, and the submarine intelligent computing center in Hainan has been officially put into use.

In the integrated communication field, the collaboration between satellite internet and submarine cables is weaving an integrated network of air, land, space and sea. At the beginning of 2026, the active paying users of Starlink in the United States reached 11.8 million, covering 160 countries and regions, with a cumulative downlink capacity of 700 Tbps. Submarine cables continue to play an irreplaceable role as the global physical backbone of the Internet due to their large capacity, low cost and low latency; satellite communication covers remote areas and emergency scenarios. The complementarity of the two is enabling the global Internet to truly have ubiquitous coverage for the first time.

At the same time, SMART Cable technology makes submarine cables have scientific observation functions. By integrating sensors inside repeaters, submarine cables can real-time sense changes in underwater vibrations, temperature and pressure, achieving regular monitoring of marine and geological activities such as earthquakes, tsunamis and sea level rise. Submarine cables have evolved from a simple communication tool to a "communication + sensing" marine information infrastructure.

Emerging markets
When the submarine cable density in the three major regions of Asia, Europe and America has approached saturation, Southeast Asia, the Middle East, Africa and Latin America are becoming the main battlefields for incremental investment. The report depicts this picture with a set of data: The global 5G population coverage rate has reached 55%, and it is expected to rise to 73.8% by 2030, and more than half of the new 5G commercial countries come from Southeast Asia, the Middle East and Africa. In 2025, the global per capita mobile data traffic reached 13.42 GB per month, and it is expected to exceed 24 GB by 2030.

Where the traffic surges, the submarine cables must be laid there.

The active users of TikTok in Southeast Asia, Latin America, the Middle East and Africa have exceeded 1.2 billion in total; the total transaction volume of live streaming e-commerce in Southeast Asia has increased by 2.5 times in two years; the total transaction volume of goods in the ASEAN region has increased from less than 40 billion US dollars in 2015 to over 300 billion US dollars in 2025.

The report specifically mentions that among the currently announced ongoing and planned submarine cable projects worldwide, the proportion of those landing in the Asian region exceeds 30%, ranking first among all regions. However, the real growth potential lies in the "light connection" across regions, such as direct routes like Asia-Latin America and Africa-Oceania, which are moving from plans to reality.

Summary
$19 billion, 120 billion RMB, 150 new systems, 500,000 kilometers of new submarine cables - behind these figures lies a profound reshaping of the underlying architecture of the global digital economy. Artificial intelligence has fundamentally changed the nature of the traffic carried by submarine cables, emerging markets have reorganized the geographical distribution of traffic, and maritime scenarios and integrated communications have significantly expanded the physical boundaries of submarine cables.