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Meta’s $10 Billion Bet: Building an Undersea Cable Empire to Power Its AI Future

  • Meta is investing $10 billion in Project Watersworth, a private undersea cable system spanning 50,000 kilometers to enhance its AI capabilities and ensure control over its data flow.
  • By building its own undersea cables, Meta aims to bypass middlemen, mitigate geopolitical risks, and secure its position in the AI era by prioritizing its internet traffic.
  • The strategic route chosen for Watersworth reveals a focus on bandwidth, AI dominance, and avoiding geopolitical tensions where undersea cables are vulnerable to disruptions.
  • Having a significant share of global internet traffic, Meta previously relied on renting bandwidth from cable owners, incurring high costs and vulnerability to outages.
  • Following tech giants like Google, Amazon, and Microsoft, Meta is now catching up in establishing its undersea cable network for better data control and service quality.
  • Watersworth's route planning includes points in the USA, Brazil, South Africa, India, Australia, deliberately avoiding areas prone to cable damage and geopolitical disputes.
  • Meta's undersea cable initiative is not just about faster connectivity but also about bolstering its AI ambitions by ensuring high-capacity, low-latency data transfer.
  • The project signifies Meta's move towards economic independence, operational control, geopolitical resilience, and AI foundation through dedicated infrastructure.
  • Undersea cables are seen as critical national security infrastructure, with investments made to secure data flow, prevent disruptions, and assert technological dominance.
  • Meta's investment in Watersworth underscores the importance of controlling the digital plumbing to dominate the flow of data, marking a new frontier in tech supremacy.

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