AI is redrawing Asia’s subsea map as hyperscalers build new routes to link data centers, spread risk, and keep their fast-growing AI workloads running across borders.
Exceptional analysis on infrastructure path dependence. The shift from north-south consumer flows to east-west inter-datacenter patterns is underappreciated in most AI infrastructure discussions. The point about cables becoming "strategic infrastructure" rather than commodity plumbing really nails why permitting and geopolitical routing now dictate AI deployment topologies as much as latency does, i've been tracking similar dynamics and the 2025-2027 invesment window creating decade-long lock-in is the key insight here.
Thanks for the thoughtful feedback; great to hear this resonated. Encouraging to see the same dynamics showing up in your work too. If the piece helped surface how infrastructure choices today are already locking in tomorrow’s AI map, then it’s doing its job.
Exceptional analysis on infrastructure path dependence. The shift from north-south consumer flows to east-west inter-datacenter patterns is underappreciated in most AI infrastructure discussions. The point about cables becoming "strategic infrastructure" rather than commodity plumbing really nails why permitting and geopolitical routing now dictate AI deployment topologies as much as latency does, i've been tracking similar dynamics and the 2025-2027 invesment window creating decade-long lock-in is the key insight here.
Thanks for the thoughtful feedback; great to hear this resonated. Encouraging to see the same dynamics showing up in your work too. If the piece helped surface how infrastructure choices today are already locking in tomorrow’s AI map, then it’s doing its job.