For individuals who work on the intersection of digital infrastructure and authorities, regulators, coverage, personal fairness, and finance, you will wish to be sure that to satisfy us at PTC’DC this 12 months.
As international telecom specialists, our crew at TeleGeography is aware of a factor or two about these intersections. We’re repeatedly cited within the press and have written about how geopolitics shapes telecom infrastructure.
We have compiled a collection of our specialists’ insights on related matters it’s best to brush up on earlier than PTC’DC to make essentially the most of convention conversations.
Fast information on PTC’DC
First, a couple of fundamentals on this occasion. PTC’DC will happen on September 17, 2026, in Reston, Virginia, simply exterior of Washington, DC. The gathering will function networking alternatives and distinct periods on:
- AI 2030: The International Race for Energy and Capital
- Scaling Energy, Land, and Infrastructure for the AI Economic system
- Fiber
- Restoring Belief in Digital Infrastructure Via Group Alignment
- How Do We Globalize AI and How Do We Make it Secure?
Important assets for PTC’DC
Our telecom specialists make it straightforward to get up-to-speed for occasions like PTC’DC by means of quite a lot of data-packed assets and analyses. We compiled among the most related items right here, together with evaluation on AI’s influence on telecom infrastructure. You may browse additional by means of our Assets hub.
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Let’s begin with a bit of one thing from our final outing with the PTC crew. Watch our Telecom Workshop from PTC 2026, led by TeleGeography Senior Analysis Supervisor Brianna Boudreau, Senior Analysis Supervisor Jon Hjembo, and Chief Analysis Officer Tim Stronge. Obtain the slides from this presentation right here.
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Navigating Hostile Waters: Submarine Cable Infrastructure and the Strait of Hormuz
The Strait of Hormuz is a vital artery, not just for the transit of oil and cargo but additionally for the info flowing by means of submarine cables on the seafloor. Given latest hostilities, which have included harm to knowledge facilities within the UAE and Bahrain, it’s price contemplating whether or not the potential danger to telecommunications infrastructure extends to the submarine cables within the area. Here is what it is advisable to learn about cables within the Strait of Hormuz and within the area.
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Struggle within the Center East, Broken Knowledge Facilities, and Cloud Disruptions
Iranian drone and missile strikes on three Amazon Net Companies (AWS) knowledge facilities within the United Arab Emirates (UAE) and Bahrain brought about a extreme, cascading influence on AWS and its prospects. As a result of the assaults brought about bodily harm to a number of infrastructure websites concurrently, customary cloud redundancy fashions failed, resulting in widespread regional and international disruptions. This publish discusses the influence of the struggle in Iran on knowledge facilities and cloud structure.
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An Examination of Overseas Adversary Threats to Subsea Cable Infrastructure
When TeleGeography Chief Analysis Officer Tim Stronge testified earlier than congress about subsea cable infrastructure, cable routing points got here up. The U.S. Home of Representatives simply handed the Undersea Cable Safety Act, which eliminates a duplicative allowing requirement for undersea cables put in and routed by means of Nationwide Marine Sanctuaries, permitting these initiatives to proceed as soon as all different federal and state permits are secured.
Learn Tim’s congressional testimony and watch the listening to.
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AI’s Impression on Telecom Infrastructure
Strong intelligence on AI infrastructure begins with TeleGeography’s seasoned crew of world telecom specialists. We acquire and analyze industry-leading knowledge you’ll be able to’t discover anyplace else—not even your LLM of selection. That is unique, full, and correct analysis unique to TeleGeography customers.
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We have compiled assets right here that will help you perceive present markets and forecasts for a way AI is impacting transport networks, knowledge facilities and cloud, and enterprise networks.
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The Economics of Submarine Cables
On this episode of the TeleGeography Explains the Web podcast, senior analyst Lane Burdette takes listeners on a deep dive into the advanced world of submarine cable economics. Lane breaks down:
- What goes into constructing them
- How a lot they price
- Who builds them
- How operators earn money in an {industry} the place provide and demand are in fixed flux.
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How Regulation Impacts Interconnectivity
Find out how laws and governance influence connectivity and why we’re seeing sure cities on the high of our Market Connectivity Rating rankings time and again.Â
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The Regulatory and Geopolitical Setting of Cable Faults and Upkeep
Undersea cables are essential to the worldwide economic system and nationwide safety. Governments and regional {industry} teams are contemplating methods to improve submarine cable safety and resilience. A report by TeleGeography and Infra-Analytics outlines the required steps to maintain present service ranges and reduce restore delays for undersea cables that carry international web site visitors, together with a complete examination of the regulatory and geopolitical environments that influence cable upkeep and restore.
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Final Step? Register for PTC’DC!
Register right here to safe your spot for PTC’DC 2026. Our crew hopes to see you there.
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