Subsea Cables & Internet Infrastructure

***No European terrestrial routes are more subject to outages than those linking EU nations to Turkey via Bulgaria. Many so-called diverse routes share a common pinch point, namely the same conduit system alongside a Bulgarian road that goes to the Turkish border. Rumor has it that this conduit system was not properly permitted and hence lacks proper legal protection. Construction-caused outages are rampant on the Bulgarian side of the border. Outages peak in the summer.  ***Fully diverse diverse routes linking Sofia Telepoint to Mednautilus, Istanbul. Several border crossings. Three year 100G wave MRC: 6500€. No use of oil or gas pipelines. Two fully diverse 100G waves are 12K Euros.

Outage started 36 hours ago. No information available other than customers are reporting no data passing their links. If you need Australia connected to Singapore, it is possible to create a protect path via Guam. But it will not be cheap.

1. Capacity shortages will develop within 2 years because Equiano and 2Africa are insufficient given the vast number of countries they serve. Only South Africa and Nigeria have adequate capacity. But for many countries 2Africa is the only truly modern and reliable system with good long haul pricing and reasonable cross connect fees. Now 2Africa is 180 Tbps, but serves at least 30 countries in total. Even if we exclude the Pearls component, we are looking at Egypt, Italy, France, Portugal, UK, Sudan, Djibouti, Kenya, Somalia, Seychelles, Tanzania, Mozambique, Madagascar, South Africa, Angola, the two Congos, Gabon, Nigeria, Ivory Coast, Ghana, Senegal, Togo, and Senegal. I count 27 in the core African network. Divide by 180/27=6.7 Tbps. Capacity shortages are almost guaranteed particularly given some migration from the older, less reliable systems with their high cross connect charges to 2Africa and Equiano. One factor that may alleviate stress on the telecom...

The Pacific and Southeast Asia have two major telecom hubs: Tokyo and Singapore. Tokyo's status reflects its importance as the capital of one of Asia's largest economies with huge trade and financial flows with the United States as well as a defense treaty. Tokyo dominates Japan like Paris does France. Singapore's emergence reflects Hong Kong's downfall due to the Chinese government's failure to honor its commitment to HK autonomy. China requires any political candidate for HK office to be approved by it. Hence every HK politician is de facto a Beijing puppet. Secondly, China's security laws allow the arrest of anyone criticizing the Chinese government. The collapse of HK's rule of law is illustrated by numerous arrests of anyone peacefully opposing the government. You can go to jail for wearing a T-shirt advocating HK independence. In contrast, Singapore is neutral in the geopolitical war between the US and China and its judges are independen...

The American tech giant is deploying a high capacity cable directly linking Thailand to Christmas Island, which in turn will be connected by two diverse cables to Australia. The new route is unusual as it goes around Indonesia to reach Thailand's slender West Coast leg as opposed to threading the Sundra Stait and traversing the very busy waters off Singapore and up the Bay of Thailand. I told an international development bank a few weeks ago that it would make sense to do such a landing in order to avoid the crowded and congested Thailand Bay. My idea was to link India's East Coast to Thailand via its slender Southern leg. It is always a good idea to avoid routes that are already heavily used by subsea cables to improve resiliency. In this case, it also avoids ship-infested waters that pose a high risk of subsea cable damage. This new project makes two things very clear. Google's subsea cable guys are looking to reduce their network's reliance on Singapore, which is th...

A good Tech Capital article on the new wave of American Tech Giant cables in Asia:  https://thetechcapital.com/subsea-shake-up-how-new-cables-are-wiring-southeast-asias-ai-era/. My list of the most important new cables: 1. Apricot is a 12 fibre pair Southeast Asian cable with throughput of 290 Terabits. It bypasses China, Hong Kong, and the South China Sea in a clear signal to the Chinese government to get lost. Google and META are consortium members. 2. Echo is a 12 fibre pair Pacific cable directly linking Singapore to the United States. It has 144 Tbps throughput. Google and Facebook are equal partners in the project. The lower throughput reflects the 20,000 kilometer length of the cable. Same holds true for Bifrost. 3. Bifrost is the sister cable linking Singapore to the US. Its digital horse power is 180 Tbps. 4. Waterworth is a 480 Tbps behemoth with 24 fibre pairs. We still don't know the exact landing points in Asia. It will land on both the West and East coasts ...