Cloud computing giants are seeking alternative internet routes due to ongoing conflict in the Red Sea, which threatens the subsea cables that carry over 90% of data traffic between Europe and Asia. Companies like Google and Meta are rerouting some traffic through land-based connections in Iraq, while also paying premium prices for backup subsea cable capacity. The strategic Bab-el-Mandeb strait, a critical chokepoint for these cables, is under threat from Houthi forces, making repairs to damaged cables a lengthy and dangerous process. AI
IMPACT Geopolitical conflict is forcing rerouting of critical internet infrastructure, potentially impacting AI model training and deployment latency.
RANK_REASON Major cloud providers are rerouting critical internet infrastructure due to geopolitical conflict, impacting global data flow. [lever_c_demoted from significant: ic=1 ai=0.7]
- Bab-el-Mandeb
- Djibouti
- Eritrea
- Europe
- Houthis
- Infoblox
- Iraq
- Meta
- Microsoft
- Red Sea
- TeleGeography
- Yemen
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