Interpreting India

Subsea Cables, AI Infrastructure, and Africa's Connectivity Gap

Episode Summary

In this episode of Interpreting India, Charukeshi Bhatt speaks with Jane Munga, fellow with the Africa Program at the Carnegie Endowment for International Peace, on the subsea cable landscape in Africa. With the continent now home to around 77 submarine cables and one of the fastest growing AI infrastructure markets in the world, the conversation moves beyond the headline investment numbers to ask harder questions: who benefits, who governs, and what does resilience actually look like when the cables go down? This episode explores: • Africa is seeing a surge in AI and cable infrastructure investments, but is that translating into connectivity gains on the ground? • Cable repair is a global choke point, but Africa has only one dedicated repair vessel for an entire continent. What does that mean in practice? • As Chinese infrastructure deepens its footprint across Africa, how are African governments navigating the sovereignty debate? • What did the ITU's international advisory body on subsea cables deliver, and what happens to its recommendations now?

Episode Notes

Jane opens with a framing that runs through the entire conversation: for Africa, the subsea cable story is not primarily about geopolitics. It is about connecting citizens and translating that connectivity into economic participation. Less than 40% of Africans use the internet, and while infrastructure investments are significant, the benefits tend to concentrate in urban hubs like Nairobi, Lagos, and Cape Town, while rural populations, women, and landlocked countries remain underserved. The 2024 cable cut that affected ten African countries brought into sharp focus just how fragile the system is. Africa has only one dedicated cable repair vessel for the entire continent, and mobilizing it costs millions of dollars and takes days. Jane walks through what is now being put in place: clearer government notification protocols, mandated interconnection between telecom operators, and cross-border coordination frameworks, with West Africa emerging as a model that the rest of the continent has not yet replicated.

On Chinese infrastructure, Jane is pragmatic. The framing of east versus west is, in her view, the wrong one for African policymakers who are already deeply invested in Chinese telecom towers, terrestrial fiber, and mobile devices across the continent. The more useful question is how to secure what already exists, ensuring cybersecurity safeguards are in place regardless of where the infrastructure comes from. On the ITU advisory body, whose final report was published in Geneva in July, the recommendations cover coordination, standards, and geographic diversity, but the document is non-binding. The real work, she says, now rests with national governments and regulators to take those recommendations forward.

Episode Contributors

Charukeshi Bhatt is a research analyst at Carnegie India, where her work focuses on the intersection of emerging technologies and international security. Her current research explores how advancements in technologies such as AI are shaping global disarmament frameworks and security norms.

Jane Munga is a Fellow in the Africa Program at the Carnegie Endowment for International Peace, where she leads research on technology policy. Her work addresses how African countries can harness digital technologies to advance inclusive and sustainable growth. Her work focuses on the nexus of digital policy, digital partnerships, and developing the foundational elements of digital development.

Readings

India’s Stake in the Global Subsea Cable Race
Subsea Cables, Trusted Networks, and India's Strategic Opportunity