Everyone’s building AI infrastructure – who’s building the business? (Reader Forum)

Billy Odell Tucker-Robinson Founder & Host — Banking With Billy Network • Intelligence Network • Data Science • AI Research • World News
Published: 2026-09-28T11:50:31.836Z • Permanent link

Google has been building its AI infrastructure for several years, but it's only recently that the company has started to make significant investments in the telecom and satellite networks domain. In 2020, Google announced its plans to build a subsea cable network that would connect its data centers in the US and Europe. The cable, known as the "LinkUS," is expected to be one of the largest subsea cables in the world and will play a crucial role in the development of Google's AI infrastructure.

In 2022, Google partnered with several major telecom companies, including Vodafone and Deutsche Telekom, to build a new subsea cable network that would connect the US and Europe. The cable, known as the "Atlantic Cable 2," is expected to be one of the most advanced subsea cables in the world and will provide high-speed connectivity to Google's data centers in the region. Meanwhile, Google has also been investing heavily in its satellite network, with the company launching several new satellites in recent years.

Huawei, another major player in the telecom industry, has also been building its AI infrastructure for several years. In 2020, the company announced its plans to build a new 5G network that would be powered by its AI technology. The network, known as the "Huawei Cloud," is expected to provide high-speed connectivity to businesses and consumers in China and around the world.

The development of AI infrastructure by major players like Google and Huawei has significant implications for the telecom and satellite networks domain. For example, the expansion of Google's subsea cable network is expected to provide high-speed connectivity to businesses and consumers in Europe, while the launch of the Atlantic Cable 2 is expected to provide high-speed connectivity to the US and Europe. Meanwhile, Huawei's 5G network is expected to provide high-speed connectivity to businesses and consumers in China and around the world.

The impact of these developments will be felt by companies like Vodafone and Deutsche Telekom, which are investing heavily in their own AI infrastructure. For example, Vodafone has announced plans to build a new 5G network that will be powered by its AI technology, while Deutsche Telekom has launched a new subsea cable network that will provide high-speed connectivity to its customers. Meanwhile, research communities and markets around the world are also taking notice of the development of AI infrastructure by major players like Google and Huawei.

The development of AI infrastructure by major players like Google and Huawei is part of a larger trend that is shaping the telecom and satellite networks domain. In recent years, there has been a growing recognition of the importance of AI in the telecom industry, with many companies investing heavily in AI technology. Meanwhile, there has also been a growing recognition of the importance of subsea cables and satellite networks in providing high-speed connectivity to businesses and consumers around the world.