【5/4】太平洋海底ケーブルの米中分断と日本の地経学

海底ケーブルが米中分断の最前線へ。AIが帯域需要を押し上げる中、経済安全保障の物理層で日本企業が再評価される構造を解説。

経済安全保障の観点から、Google投資10億ドル、PLCN迂回、NEC敷設船問題、FCC新規則まで、マーケットと金融インフラを左右する太平洋海底ケーブル経済地経学を多角分析。

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[公式noteで詳細テキストレポート公開中！]

https://note.com/kiku_keizai

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・Google北太平洋接続Proa Taihei 10億ドル投資

・PLCN香港遮断と米中海底分断の起点

・AI需要急増の市場予測 6.3%から12.45%の幅

・NEC敷設船ゼロ問題と日本政府の補助方針

・FCC新規則とStrategic Subsea Cables Act of 2026

・Meta Waterworth ハイパースケーラー単独所有モデル

・経済産業省の経済安全保障促進法指定と世界シェア戦略

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一次情報ソース

・Pacific Island Times https://www.pacificislandtimes.com/post/google-s-cnmi-cable-set-to-launch-in-the-first-quarter-of-2026

・Subsea Cables https://www.subseacables.net/submarine-cables-updates/googles-tabua-subsea-cable-lands-in-sydney-strengthening-south-pacific-connectivity/

・Foreign Policy https://foreignpolicy.com/2023/05/24/china-subsea-cables-internet-decoupling-biden/

・CNBC https://www.cnbc.com/2025/11/08/big-tech-ai-underwater-cables.html

・TeleGeography https://blog.telegeography.com/transport-networks-in-2026

・Capacity https://capacityglobal.com/news/how-asias-subsea-cables-are-changing-connectivity-logic/

・Future Market Insights https://www.futuremarketinsights.com/reports/submarine-cables-market

・Mordor Intelligence https://www.mordorintelligence.com/industry-reports/submarine-cabling-systems-market

・Tom's Hardware https://www.tomshardware.com/networking/japan-to-subsidize-undersea-cable-vessels-over-very-serious-national-security-concerns-will-front-up-to-half-the-cost-for-usd300-million-vessels-bought-by-nec

・SubTel Forum https://subtelforum.com/japans-300m-undersea-cable-gamble/

・Jackson School of International Studies https://jsis.washington.edu/news/undersea-alliances-japan-the-u-s-and-the-geopolitics-of-submarine-cable-security/

・Federal Register https://www.federalregister.gov/documents/2025/10/27/2025-19658/review-of-submarine-cable-landing-license-rules-and-procedures-to-assess-evolving-national-security

・Medill News Service https://dc.medill.northwestern.edu/blog/2026/05/01/undersea-infrastructure-risks-rise-as-u-s-panel-warns-of-sabotage-threats/

・Japan Times https://www.japantimes.co.jp/business/2025/04/16/economy/economic-security-plan/

・CSIS https://www.csis.org/analysis/strategic-future-subsea-cables-japan-case-study

・Bloomberg https://www.bloomberg.com/graphics/2025-us-vs-china-undersea-internet-cables/

・TechCrunch https://techcrunch.com/2025/02/14/meta-confirms-project-waterworth-a-global-subsea-cable-project-spanning-50000km/

・Submarine Networks https://www.submarinenetworks.com/en/systems/trans-pacific/e2a/cht-skb-softbank-verizon-parnter-to-build-e2a-transpacific-cable-system

・Daily Galaxy https://dailygalaxy.com/2026/04/china-device-cut-internet-cables-under-sea/