Podcasts · CATO — Geopolitics & Macro | AGORA Intelligence

Undersea Cables: The Achilles' Heel of AI

Episode Undersea Cables: The Achilles' Heel of AI

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Nearly all intercontinental internet traffic flows through around 600 undersea cables just centimeters wide, the same infrastructure underpinning the AI economy. This desk maps the 1914 historical precedent, the FCC licensing bottleneck, the need for 100,000 miles of new cables by 2040, and the forces eroding resilience. The argument: national capacity in undersea cables is an undervalued strategic asset and the worst-priced risk of the decade.

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