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 safeguard its burgeoning artificial intelligence (AI) infrastructure and national security by restricting the use of Chinese technology in submarine cables. A recent proposal from the Federal Communications Commission (FCC) outlines a dual strategy: aggressively promoting investment in new cable infrastructure while simultaneously fortifying existing and future cables against potential threats from foreign adversaries, specifically citing China.

Why Submarine Cables Matter: The Backbone of Global Communication

Before diving into the specifics, it's crucial to understand the importance of submarine cables. These cables, often laid across vast ocean depths, are the silent workhorses of the internet, carrying over 95% of international data traffic. They’re the arteries of the digital world, connecting continents and enabling everything from online shopping to international finance. Given their critical role, ensuring their security is paramount.

The FCC Proposal: A Two-Pronged Approach

The FCC's proposal aims to 'unleash submarine cable investment,' recognizing that a robust and resilient cable network is essential for supporting the rapid expansion of AI capabilities across the United States. The plan incentivizes investment in new cables and upgrades to existing ones, fostering competition and driving down costs. This is seen as vital for staying ahead in the global AI race.

However, the proposal isn't solely focused on growth. It also emphasizes 'securing cables against foreign adversaries, like China.' Concerns stem from China’s growing technological prowess and potential for using its technology to access or disrupt critical data flowing through these cables. The specifics of how this security will be implemented are still being developed, but the FCC is exploring options ranging from stricter equipment certification requirements to potential bans on using equipment from certain vendors.

The China Factor: Security Concerns and Geopolitical Implications

The US government's concerns about Chinese technology aren't new. They relate to broader anxieties around cybersecurity, intellectual property theft, and potential espionage. Allowing Chinese companies to manufacture or install equipment on submarine cables raises the possibility of backdoors or vulnerabilities that could be exploited, potentially compromising sensitive data and disrupting critical communications.

This move isn't without its complexities. China is a major player in the global telecommunications industry, and restricting its access to the US submarine cable market could lead to retaliatory measures or supply chain disruptions. The US will need to carefully navigate these geopolitical considerations while prioritizing national security.

Looking Ahead: Implications for the Future

The FCC's proposal represents a significant shift in US policy toward submarine cables. It signals a heightened awareness of the strategic importance of these infrastructure assets and a willingness to take proactive measures to protect them. As AI continues to transform the global landscape, the security of the underlying infrastructure – including submarine cables – will only become more critical. This development could also influence other countries’ approaches to securing their own vital communication networks.

The proposal is expected to face scrutiny and debate as it moves through the regulatory process. However, one thing is clear: the US government is determined to ensure that its AI infrastructure is built on a secure and reliable foundation, even if it means challenging the dominance of Chinese technology in the global market.

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