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TeleGeography:2025全球海底电缆网络产业研究报告:人工智能时代与地缘政治挑战下的韧性连接保障(英文版)(44页).pdf

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1、THE GLOBAL SUBMARINE CABLE NETWORK:ENSURING RESILIENCE CONNECTIVITY IN THE AGE OF AI AND GEOPOLITICAL CHALLENGESAlan MauldinResearch DirectorTeleGeography15 October 2025Dr.Charles GurdonGeopolitical Expertise since 1978Broad geographic reachSince 1979 weve produced over7,000in-depth pieces of bespok

2、e and off-the-shelf political risk monitoring and analysisCovering over100different countries,and delivered toover1,500clientsServicesPOLITICAL RISKPublicationsWebinarsBespoke projectsARBITRATION AND LITIGATION SUPPORTExpert WitnessesInvestigative Support in Tricky JurisdictionsIndependent Expert An

3、alysisCONSULTANCYBespoke projectsMonitoringExpert advisoryRanked by Chambers and Partners as a leading firm for Investigative Due Diligence,Global-Wide.Specialise in complex due-diligence,strategic intelligence and investigations.Due DiligenceStrategic IntelligenceInvestigationsIndependent,Intellige

4、nce and Advisory Firm Founded in 2012 by Chris RobinsonAlan Mauldin is a Research Director at TeleGeography.He manages the companys infrastructure research group,focusing primarily on submarine cables,terrestrial networks,international Internet infrastructure,and bandwidth demand modelling.He also a

5、dvises clients with due diligence analysis,feasibility studies,and business plan development for projects around the world.Alan frequently speaks about the global network industry at a wide range of conferences,including PTC,Submarine Networks World,and SubOptic.SpeakerGLOBAL SUBMARINE CABLE MARKET

6、TRENDSAlan MauldinResearch DirectorTeleGeography15 October 20258Presentation OverviewSubmarine Cables:Users and OwnersNew Cable Demand DriversDiversity and ResilienceProtecting CablesIndustry ChallengesSubmarine Cables:Users and Owners10Who uses undersea cablesInternet backbone providers(carriers)On

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1. **用户与所有者转变**:超大规模云服务商(Google、Meta等)主导新建海底电缆,2024年占全球国际带宽74%,推动私人电缆投资增长。 2. **需求驱动因素**:带宽需求激增(2024-2030年增量达16 Pbps),老旧电缆(超25年设计寿命)退役,AI数据中心建设催生新连接需求。 3. **多样性与韧性**:跨大西洋、跨太平洋路由向多元化扩展(如新增美国弗吉尼亚海滩、北爱尔兰等登陆点),但中东地区84%容量仍依赖欧洲连接。 4. **行业挑战**:南海、红海地缘政治风险导致许可延迟和路由规避;电缆拥挤(如霍尔木兹海峡)引发多故障;维修船舶短缺,2040年需新增20艘。 5. **保护措施**:通过深埋(达3米)、AIS监控、光纤传感等技术提升防护,但平均维修延迟超1个月。
海缆巨头是谁? AI如何影响海缆? 地缘风险几何?
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