Investing beyond boundaries: Space and deep sea

Stepstone

Research

19 Pages

Exploration of space and the deep sea—and investment in their potential—has historically been constrained by the high cost and complexity involved. But technological advances, rising demand for critical resources, and shifting geopolitical priorities have accelerated both commercial and state interest in these domains.

Key Takeaways

Communications and Defense: Roughly 1.2M km of subsea fiber–optic cables carry more than 95% of international data providing high-bandwidth connections to support the transmission of financial transactions, video streaming, diplomatic communications, and more.
Space Investments: The space economy is forecast to generate over $1T in annual sales by 2040, compared with around $370B in 2020.
Space Travel: Low-Earth orbit has a home for mission-critical space infrastructure, with private space stations racing to host astronauts, researchers, and tourists.

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