Hiya, mild readers, and welcome to the 2025 State of the Community Report—our eighth version.
The TeleGeography workforce 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 main world bandwidth headlines.
This is an excerpt from this part:
Content material supplier demand is quickly rising all over the place and outpaces demand progress even on routes the place carriers proceed to drive total 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 isn’t 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, greater broadband entry charges, and bandwidth-intensive functions will proceed to gas robust web site visitors progress. Whereas end-user site visitors necessities will proceed to rise, not all of this demand will translate instantly into the necessity for brand new long-haul capability. A wide range of components form how the worldwide web will develop in coming years.
Information Facilities
In chapter three, we peruse the newest in knowledge facilities.
Compounding the prevailing constraints on the information middle market, we’ve reached a significant inflection level within the improvement of AI, and extra particularly, within the improvement 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 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 probably 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 gives 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 susceptible to the rise of cell social media. Whereas Skype was the dominant communications utility for computer systems, a veritable menagerie of smartphone-based communications functions now pose a larger risk. We imagine that WhatsApp had about 2.5 billion month-to-month lively customers in 2024, with Fb Messenger topping 1.3 billion.
For those who’re serious about matters like subsea cable exercise, cloud geography developments, the impact of AI on long-haul capability necessities, and knowledge middle energy shortage, you are in the suitable place.
For those who’re serious about matters like subsea cable exercise, cloud geography developments, the impact of AI on long-haul capability necessities, and knowledge middle energy shortage, you are in the suitable place.
This report is simply the tip of the iceberg (you’ll discover way more inside our full suite of analysis apps), nevertheless it’s an incredible 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.