Howdy, mild readers, and welcome to the 2025 State of the Community Report—our eighth version.
The TeleGeography crew spent the final 12 months compiling market surveys, constructing algorithms, and analyzing rising developments, and now we’re able to share the highlights.
Transport Networks
The primary chapter of the State of the Community is devoted to the most important international bandwidth headlines.
This is an excerpt from this part:
Content material supplier demand is quickly rising in all places and outpaces demand progress even on routes the place carriers proceed to drive general capability utilization. As could be anticipated, content material supplier demand progress 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 progress 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 growing markets, larger broadband entry charges, and bandwidth-intensive purposes will proceed to gas sturdy web site visitors progress. Whereas end-user site visitors necessities will proceed to rise, not all of this demand will translate immediately into the necessity for brand new long-haul capability. Quite a lot of components form how the worldwide web will develop in coming years.
Knowledge Facilities
In chapter three, we peruse the newest in knowledge facilities.
Compounding the present constraints on the information heart market, we’ve reached a serious inflection level within the growth of AI, and extra particularly, within the growth of generative AI. AI work consists of two primary phases: coaching and inference (the work for which the mannequin is skilled). Every has a unique affect on the information heart market.
Cloud and WAN
Chapter 4 checks in on the cloud.
With a complete rely that nears 280, Asia is dwelling to essentially the most in-service cloud zones. Europe follows go well with with over 130 in-service zones. Collectively, these two areas account for 63% of the world’s cloud knowledge facilities. The rest are housed in the US & Canada (20%), Latin America (6%), the Center East (6%), Oceania (4%), and Africa (2%).
Worldwide Voice
Lastly, the fifth chapter offers an replace from the voice market.
The transition to cell and social calling drove a 20-year increase in voice site visitors, however has additionally left the trade 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 better menace. We imagine 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 concerned about subjects like subsea cable exercise, cloud geography developments, the impact of AI on long-haul capability necessities, and knowledge heart energy shortage, you are in the proper place.
In case you’re concerned about subjects like subsea cable exercise, cloud geography developments, the impact of AI on long-haul capability necessities, and knowledge heart energy shortage, you are in the proper place.
This report is simply the tip of the iceberg (you’ll discover way more inside our full suite of analysis apps), but it surely’s an awesome sampling of our core knowledge units.
Thanks in your continued readership and curiosity in our work. You possibly can obtain this 12 months’s report over right here.