Fiber Capacity Maxing Out?

Ten years after the broadband bubble, it finally looks like we’re maxing out existing transoceanic fiber optic capacity. Is there a new buildout due? The following chart from JPMorgan’s Michael Cembalest suggests as much:



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  2. Starbucks and the Restroom Anti-Bubble
  3. Readings: Decoupling, Las Vegas, Obesity, Spare Capacity, Popcorn, etc.
  4. Peak Data Approaches?
  5. Timing the In and Out Thing