A renewed geopolitical premium on undersea connectivity is reshaping how data centres are sited and compute is routed.
A renewed geopolitical premium on undersea connectivity is reshaping how data centres are sited and compute is routed.
The brief covers 31 newly signed subsea cables and six observable sovereign-interference events between 2024 and 2026.
We propose a "twin-coast plus twin-alliance" minimum-redundancy principle as a baseline siting constraint for compute clusters.
For operators, terrestrial, subsea and LEO links should be treated as sub-layers within a single redundancy budget.