From Oil Pipelines to Data Pipelines

Decades ago, Gulf nations built overland oil pipelines to reduce their dependence on the Strait of Hormuz, the narrow maritime chokepoint through which a large portion of the world's petroleum passes. Now, Saudi Arabia, Qatar, and the United Arab Emirates are applying the same strategic logic to digital infrastructure, racing to build overland data cable routes to Europe that bypass the two maritime bottlenecks threatening their connectivity: the Strait of Hormuz and the Bab el-Mandeb strait at the mouth of the Red Sea.

At least six competing projects backed by Gulf nations are currently in various stages of planning and construction. The routes traverse some of the most geopolitically complex terrain on Earth — through Syria, Iraq, and the Horn of Africa — reflecting both the urgency of the digital diversification effort and the willingness of Gulf states to invest in infrastructure across unstable regions to secure their digital futures.

Why Maritime Cables Are Vulnerable

The vast majority of international internet traffic travels through undersea fiber optic cables laid along the ocean floor. These cables are remarkably efficient and reliable under normal conditions, but they are physically concentrated at a small number of geographic chokepoints. For the Gulf states, two of these chokepoints are particularly concerning.

The Strait of Hormuz, between Iran and Oman, is just 39 kilometers wide at its narrowest point. Multiple submarine cables pass through this strait, and any disruption — whether from military conflict, sabotage, or natural disaster — could sever digital links between the Gulf and the global internet. The Bab el-Mandeb strait, at the southern end of the Red Sea between Yemen and Djibouti, presents similar risks. Red Sea submarine cables have been damaged multiple times in recent years, including incidents linked to the Houthi conflict in Yemen.

For Gulf states that are investing heavily in digital economies, cloud computing, and AI infrastructure, dependence on these vulnerable maritime routes represents an unacceptable strategic risk.