US Moves to Block Chinese Tech in Submarine Cables: Boosting AI Infrastructure & National Security

2025-07-18
US Moves to Block Chinese Tech in Submarine Cables: Boosting AI Infrastructure & National Security
TechRadar

The US government is taking significant steps to secure its underwater communication infrastructure, with a recent proposal from the Federal Communications Commission (FCC) outlining a plan to dramatically increase investment in submarine cables. This initiative aims to accelerate the development of vital Artificial Intelligence (AI) infrastructure across the nation, while simultaneously safeguarding these critical cables from potential threats, particularly those originating from China.

Why Submarine Cables Matter

Before diving into the specifics of the proposal, it's crucial to understand the importance of submarine cables. These cables, laid across the ocean floor, carry over 95% of international data traffic. They are the backbone of the internet, facilitating everything from video streaming and online banking to international commerce and government communications. Given their strategic importance, protecting these cables is paramount to national security and economic stability.

The FCC Proposal: Unleashing Investment

The FCC's proposal focuses on two key objectives: boosting investment in new submarine cable infrastructure and ensuring the security of existing and future cables. The plan seeks to 'unleash submarine cable investment' by streamlining permitting processes and offering incentives for companies to build new cables. This will help meet the rapidly growing demand for bandwidth driven by the proliferation of AI applications, cloud computing, and other data-intensive technologies.

Addressing the China Threat

A significant element of the proposal directly addresses concerns about potential vulnerabilities to foreign adversaries. The FCC explicitly aims to 'secure cables against foreign adversaries, like China.' This concern stems from China's growing technological prowess and its potential to exert influence over critical infrastructure. The proposal doesn't detail specific measures but is expected to include stricter vetting of equipment suppliers, enhanced cybersecurity protocols, and potentially even physical protection measures along cable landing sites.

Implications and Concerns

This move has significant implications for the global telecommunications landscape. It could lead to increased competition in the submarine cable market and incentivize the development of more secure and resilient networks. However, it also raises concerns about potential trade barriers and the possibility of escalating tensions with China. Some critics argue that the proposal could be seen as protectionist and could stifle innovation by limiting access to certain technologies.

The Future of Underwater Communication

The FCC's proposal signals a broader trend of governments worldwide recognizing the strategic importance of submarine cables and taking steps to protect them. As AI continues to transform industries and drive economic growth, the demand for bandwidth will only increase, making the security and reliability of these underwater arteries even more critical. This initiative is a significant step in ensuring the US maintains a competitive edge in the digital age while safeguarding its national security interests. Further details on the specific security measures will be closely watched by industry experts and policymakers alike.

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