Good day, mild readers, and welcome to the 2025 State of the Community Report—our eighth version.
The TeleGeography staff spent the final 12 months compiling market surveys, constructing algorithms, and analyzing rising tendencies, and now we’re able to share the highlights.
Transport Networks
The primary chapter of the State of the Community is devoted to the key international bandwidth headlines.
This is an excerpt from this part:
Content material supplier demand is quickly rising in all places and outpaces demand development even on routes the place carriers proceed to drive general capability utilization. As is likely to be anticipated, content material supplier demand development is quickest in areas the place carriers are nonetheless dominant, like Africa, Latin America, and the Center East. However there is not any a part of the globe the place content material demand development is not outpacing that of web spine suppliers.
IP Networks
You’ll discover a snapshot of the worldwide web in chapter two.
The mixed results of latest internet-enabled units, rising broadband penetration in creating markets, greater broadband entry charges, and bandwidth-intensive purposes will proceed to gas sturdy web visitors development. Whereas end-user visitors necessities will proceed to rise, not all of this demand will translate straight into the necessity for brand spanking new long-haul capability. A wide range of elements form how the worldwide web will develop in coming years.
Knowledge Facilities
In chapter three, we peruse the most recent in information facilities.
Compounding the prevailing constraints on the information middle market, we’ve reached a significant inflection level within the growth of AI, and extra particularly, within the growth of generative AI. AI work consists of two fundamental phases: coaching and inference (the work for which the mannequin is educated). Every has a special influence on the information middle market.
Cloud and WAN
Chapter 4 checks in on the cloud.
With a complete depend that nears 280, Asia is residence to essentially the most in-service cloud zones. Europe follows swimsuit with over 130 in-service zones. Collectively, these two areas account for 63% of the world’s cloud information facilities. The rest are housed in the USA & Canada (20%), Latin America (6%), the Center East (6%), Oceania (4%), and Africa (2%).
Worldwide Voice
Lastly, the fifth chapter supplies an replace from the voice market.
The transition to cell and social calling drove a 20-year increase in voice visitors, however has additionally left the business uniquely weak to the rise of cell social media. Whereas Skype was the dominant communications utility for computer systems, a veritable menagerie of smartphone-based communications purposes now pose a larger menace. We consider that WhatsApp had about 2.5 billion month-to-month energetic customers in 2024, with Fb Messenger topping 1.3 billion.
In case you’re all in favour of subjects like subsea cable exercise, cloud geography developments, the impact of AI on long-haul capability necessities, and information middle energy shortage, you are in the precise place.
In case you’re all in favour of subjects like subsea cable exercise, cloud geography developments, the impact of AI on long-haul capability necessities, and information middle energy shortage, you are in the precise place.
This report is simply the tip of the iceberg (you’ll discover far more inside our full suite of analysis apps), however it’s an incredible sampling of our core information units.
Thanks to your continued readership and curiosity in our work. You may obtain this 12 months’s report over right here.
