In this discussion, Josh Dzieza, a reporter from The Verge specializing in subsea cables, teams up with Gregor Vand, a tech security expert. They delve into the vital role of subsea cables, which transmit 95% of global internet data, and their vulnerability to geopolitical threats, particularly from major powers like Russia and China. The duo explores the challenges of cable repairs, the strategic decision-making in the industry, and the urgent need for security enhancements as tensions rise. They also touch on technological innovations shaping the future of these crucial infrastructures.
Subsea cables, vital for global communication, transport 95% of international data but face risks of sabotage and geopolitical tension.
The subsea cable industry is shifting towards tech company investments, raising concerns about maintenance underinvestment and redundancy in global connectivity.
Deep dives
Significance of Subsea Cables
Subsea cables are essential for global communication, responsible for transmitting approximately 95% of international internet and data transmissions. These high-capacity fiber-optic lines span thousands of miles across ocean floors, creating critical infrastructure that supports everything from emails to video streaming. The importance of these cables extends to their role in the economy, making their stability vital for maintaining global communications. Despite their significance, they remain vulnerable to sabotage, which can heighten geopolitical tensions, particularly involving countries like Russia and China.
Challenges in Cable Maintenance
Maintaining subsea cables presents unique challenges that are often overlooked. The repair process is intricate and requires specialized ships to locate and fix damaged cables, which can take significant time and resources. For instance, a cable cut can result in weeks of downtime as technicians carefully assess the damage and perform repairs using analog methods in deep ocean environments. These repairs are compounded by a dwindling pool of skilled workers in the industry, as fewer new professionals are entering the field due to the secretive nature of the work.
Investment Trends and Industry Dynamics
The subsea cable industry has seen a shift in investment focus, moving from traditional telecom companies to tech giants like Google and Meta. These hyperscalers are now laying their own cables to ensure reliable access to their services and data centers, which has caused tension within the maintenance sector. While these new cables can enhance connectivity, they may also reduce redundancy if large capacity cables replace multiple smaller ones, potentially indicating a less resilient system. The industry's structure has transitioned to private contracts for repair services, yet maintenance remains an area of underinvestment despite its critical importance.
Geopolitical Implications of Cable Infrastructure
As global tensions rise, subsea cables are increasingly viewed as strategic assets in geopolitics. Recent incidents, such as the alleged sabotage by a Chinese vessel cutting cables, illustrate the fragility of this infrastructure and the potential for conflicts over control of communication pathways. Countries are becoming more vigilant about securing these cables, implementing patrol measures, and discussing military protections for their subsea routes. However, the unpredictability of such attacks highlights the need for a balanced approach to security that addresses both the physical and digital threats posed to this critical infrastructure.
Subsea cables are high-capacity fiber-optic lines laid along the ocean floor to enable global communication by transmitting data between continents. Spanning thousands of miles, they carry an estimated 95% of international internet, phone, and data transmissions.
Critically, these cables are vulnerable to sabotage by state actors, as they form critical infrastructure for global communication and economic stability. Indeed, Russia and China have been implicated in activities targeting subsea cables as recently as November 2024, and experts warn that these networks are likely to be focal points in future conflicts, heightening geopolitical tensions.
Josh Dzieza is a reporter for The Verge and has covered the subsea cable industry and the strategic importance of subsea cables. He joins the podcast alongside Gregor Vand to discuss this invisible, and increasingly important, network infrastructure.
Gregor Vand is a security-focused technologist, and is the founder and CTO of Mailpass. Previously, Gregor was a CTO across cybersecurity, cyber insurance and general software engineering companies. He has been based in Asia Pacific for almost a decade and can be found via his profile at vand.hk.