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NEC holds the subsea cable cycle's least recognized bottleneck, wet plant. Only four companies worldwide can design and integrate subsea repeaters and branching units, three outside China, and only one is listed; it ranks first on the GVM framework yet has re-rated least because the business sits inside a conglomerate. Hyperscalers are ordering at once, with 2025-2027 subsea investment projected at $13 billion, nearly double the prior three years, while fiber and cable are already repriced. x.com x.comÂ
