Subsea Cables & Internet Infrastructure

A point: Most Mumbai carrier neutral data centres. Z point: Most Singapore Equinix telecom hotels. Term: 3 Years. MRC: $42K. NRC: $20K. Customer responsible for cross connects.

A couple years ago BTG Pactual Infrastructure Fund II purchased the subsea operator, GlobeNet, as well as a South American fibre optics backbone company, OI, and combined those assets with a couple of data centers. Globenet's main asset, its cable linking New Jersey to Sao Paulo, is near end of life. But its cable landing stations face no such expiration date. Moreover, the Fortaleza CLS is a well known peering point with a lot of customers. BTG put all the telecom assets in a telecom infrastructure subsidiary known as V.TAL. At PTC in Hawaii V.TAL announced its plan for a 16 fibre pair, 320 Tbps subsea cable that will link the Sao Paulo Equinix data centers to Secaucus Equinix and probably also the NASDAQ and NYSE data centers in Carteret and Mahwah, New Jersey. The Globenet assets will accelerate the project because Synapse will use its cable landing stations in Tuckerton and Fortaleza as well as some of the existing US back haul fibre. The OI backbone, purchased f...

The private equity firm Cerberus has taken a majority equity stake in Datawave Networks, a Cyprus-based subsea cable developer. Datawave's key project is to deploy a linear 16 fibre pair spatial division multiplexing cable linking UAE, Oman, Mumbai, Chennai, Thailand, Indonesia, Malaysia, and Singapore. Datawave began this project in 2019 when the company was incorporated. But due to the increasing dominance of American Tech Giants, investors have been reluctant to fund private wholesale network operators. It is simply seen as too risky given lack of hyperscaler demand for leased subsea network capacity. Due to the Cerberus acquisition, SING is now fully funded with Subcom expected to complete the project in 2030. I believe part of what drove Cerberus' interest in this project was the Red Sea bottleneck. While building Marseille to Singapore would be viewed as too risky given the required capital, linking the new subsea cable hub of Oman to Singapore seems like a...

Blue Origin is a Jeff Bezos' startup providing space services to NASA and other clients. Those services include cargo delivery, rocket engines, lunar landing vehicles, and under development, a commercial space station. Blue Origin's New Glenn rocket carries as much cargo as SpaceX' Starship and successfully launched a NASA probe in late 2025. The first stage is reusable.  New Glenn's success has encouraged Blue Origin to develop new satellite constellations. The company announced yesterday a hybrid network of 5,280 LEO and 128 MEO satellites called Terawave that will use dual free space lasers and radio frequencies to communicate with the Earth. Radio frequency will provide a minimum committed bit rate of 144 Gibabits per second, many magnitudes greater than what Starlink offers, with free space lasers boosting the throughput by 6 terabits in ideal weather conditions. Dual connectivity is not a new idea. Low latency financial trading platforms have been using microwave ...

EUNetworks offers standard VLAN services for connectivity to public clouds and data centers and also standalone dedicated Ethernet private line. The Ethernet private line is a dedicated service and port product. It is fully protocol transparent. All Ethernet lines are MPLS protected by default. While the primary path is static, the protect path is dynamic. Circuit restoration varies from 50 milliseconds to to a few hundred milliseconds depending on routing. Bandwidth is highly granular. It ranges from 10 megabits to 100 gigabits. Ethernet private line is ideal for companies and governments because the MPLS protection core includes so many routing paths that downtime is extremely limited. EUNetworks has thousands of Ethernet-enabled Layer 2 sites in Western Europe. Approximately a 100 sites allow for provisioning in a few minutes. APIs are available for ordering and monitoring service. Routing options include point-to-point, point-to-multipoint, and multipoint to multipo...

The cable ship has repaired one fault, but discovered at least one other fault in shallow water. Repair of the second fault begins soon.