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So why would Meta invest in the cables then?
by quantified 11mo ago
So why would Meta invest in the cables then?
- inemesitaffia 11mo agoTo control their destiny. The truth is most Telcos don't have the leverage to extort the hyperscalers as the value goes more and more to them. In the end the money they are asking for isn't even a lot 20MM from META to DTAG for example. But you don't pay the Danegeld. The Telcos are still getting money for landing and transport. Just not IP transit. Ultimately the Telcos want to share the cost burdens of connectivity. This is what the companies have decided to share.