Business

Subsea Cables Under Threat: How Conflict Risks Global Internet Collapse

The growing threat to undersea fiber-optic cables in the Middle East is raising alarms among global technology firms and infrastructure investors, as regional conflicts increasingly endanger the physical backbone of international internet connectivity. Recent developments show that escalating tensions in the Strait of Hormuz and the Red Sea have prompted major telecom projects to be delayed or rerouted, exposing vulnerabilities in a network that carries over 95% of intercontinental data traffic.

Meta Platforms has paused work on its 2Africa subsea cable system in the vicinity of the Strait of Hormuz due to heightened risks from maritime instability linked to the Iran-Israel conflict, according to reporting by ITP.net. The 2Africa project, one of the world’s largest subsea cable initiatives, aims to connect 33 countries across Africa, Europe, and the Middle East with a total length exceeding 45,000 kilometers. Meta confirmed the pause in a statement to industry outlets, citing “operational safety considerations” in a region where commercial shipping has faced repeated disruptions since late 2023.

The decision follows similar delays reported by regional telecom operators and infrastructure providers. Arabian Gulf Business Insight noted that multiple fiber-optic cable projects targeting Gulf Cooperation Council (GCC) states have experienced setbacks as shipping lanes near Iran become increasingly precarious. These include planned landings in the United Arab Emirates and Oman, where cable-laying vessels have been advised to avoid certain zones due to naval activity and missile launch risks.

Beyond commercial projects, security analysts warn that undersea cables are now explicit targets in hybrid warfare strategies. A Stimson Center briefing highlighted that Iran possesses both the capability and motive to disrupt data flows through the Gulf, particularly if sanctions or military confrontations intensify. The report emphasized that while accidental damage from anchors remains the most common cause of cable faults, deliberate sabotage — though harder to execute — could have cascading effects on financial markets, cloud services, and government communications.

Daily Sabah expanded on this risk, describing how a coordinated attack on multiple cable landing points in the Red Sea — a corridor linking Europe to Asia via Egypt and Saudi Arabia — could sever critical links between data centers in Marseille, Mumbai, and Singapore. The outlet cited simulations showing that even partial cuts to just three major systems could increase latency by up to 40% for routes between Europe and South Asia, disrupting real-time trading platforms and video conferencing networks relied upon by multinational corporations.

Industry experts stress that redundancy in global cable routing has improved over the past decade, but chokepoints remain. The Strait of Hormuz and the Suez Canal-adjacent Red Sea segment are among the few narrow geographic zones where dozens of cables converge, making them disproportionately vulnerable. TeleGeography, a telecom research firm, estimates that more than 15 major subsea systems pass within 50 nautical miles of the Strait of Hormuz, including lines owned by consortia involving China Telecom, Orange, and Tata Communications.

In response, some firms are exploring alternative routes. A senior executive at a Middle Eastern telecommunications provider, speaking on condition of anonymity, told Arabian Gulf Business Insight that companies are increasingly evaluating landings in Salalah, Oman, and Duqm as safer alternatives to traditional Gulf hubs. However, these options require significant investment in terrestrial infrastructure and face their own regulatory and environmental hurdles.

Despite the risks, no major cable cuts have been confirmed in the region as of April 2026. But the pattern of delays, rerouting assessments, and heightened military posturing has led infrastructure planners to treat the northwestern Indian Ocean as a zone of elevated operational risk. Insurance premiums for marine cable-laying operations in the area have risen by an estimated 20% since early 2024, according to Lloyd’s Market Association data cited in regional maritime reports.

For global tech firms, the message is clear: the physical layer of the internet is no longer immune to geopolitical shocks. As cloud computing, AI training workloads, and cross-border financial transactions grow more dependent on stable, low-latency connections, the security of undersea infrastructure is becoming a boardroom concern — not just an engineering one.