The AI boom and geopolitics are rewiring Asia’s oceans

The Economist, The Economist
5 min read30 Jun 2026, 11:50 AM IST
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The artificial intelligence AI acronym (REUTERS)
Summary
New cables between data centres are avoiding China and chokepoints

“THE SEABED is a battlefield,” Australia’s defence minister told a room full of admirals and generals in Singapore at the end of May. Richard Marles, citing several subsea cables that have been cut in the Baltic Sea and around Taiwan in recent years, joined 16 of his counterparts in announcing plans to protect the submarine tendrils of the digital world: the nearly 700 communications cables which mostly lie exposed on the floor of the world’s oceans.

Governments and armed forces in Asia have only recently awoken to the importance of subsea cables. Some of their fears of subterfuge may be overblown; to date, no conclusive evidence has been shared to suggest that the cuts highlighted by Mr Marles are sabotage. But they are right about the vulnerability of these arteries of commerce. And the private firms which build and operate almost all of the world’s subsea cables are not waiting for governments to better secure them. They are increasingly taking steps on their own to avoid Asia’s most contested waters.

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