AI boom drives $337 million subsea equipment market

The subsea optoelectronics network equipment market reached $337 million during the third quarter of 2025, rising 32.5 per cent from the previous quarter, according to market intelligence firm Omdia.

According to the company’s latest report, this market expansion reflected a sharp acceleration driven by the AI infrastructure build-out supercycle.

This robust quarterly growth of 32.5 per cent quarter-on-quarter comes as a significant terrestrial and subsea network refresh gathers pace worldwide.