"Now Meta has announced Waterworth, the company’s plan to build the world’s longest submarine cable system. It will be Meta’s first single-contract private cable of this scale. It will be built primarily for the company’s internal consumption. The longest cable in the world will thus be owned by a single Silicon Valley firm.
This shift may be significant to policymakers concerned with concentration in digital markets and infrastructure: not only do Big Tech firms dominate digital platforms and services, but increasingly also the physical underpinnings of the digital world. Rather than renting capacity from infrastructure providers, the firms are vertically integrating infrastructure with their content services. Around 60 new submarine cables are planned up until the year 2027. Google, Meta, Microsoft, and Amazon are all investing in new submarine cable systems.
Waterworth’s route diverges from more established cable corridors. The current longest cable, 2Africa, starts from Europe to circle Africa and the Middle East. Waterworth skips Europe and China to connect the United States directly with major markets in the Southern Hemisphere. Unlike many existing intercontinental cables, Waterworth’s choice of route avoids geopolitical hotspots like the Red Sea and the South China Sea."
https://www.oii.ox.ac.uk/news-events/what-metas-plan-to-build-the-worlds-longest-undersea-cable-means-for-digital-infrastructure-and-geopolitics/