Subsea Cables & Internet Infrastructure

Arianespace will carry 32 Amazon satellites into orbit on April 28th. Amazon has booked a total of 18 launches that will expand the current 250 LEO constellation to 826 birds. For context, Starlink began service in the Northern latitudes when it had 700 operating satellites. So year's end is when competition begins in earnest. However, the Starlink groupies keep trying to move the goal post. They now claim either the company with the most infrastructure wins or they claim that Amazon cannot credibly offer service unless they have several thousands LEOs up and running. But here's reality. There is no real correlation between the amount of infrastructure and business success in telecom. Nor is there is a first mover advantage in telecom. Equinix and Digital Realty were not first movers in the colo industry. But they dominate today. Free came into the French mobile market in 2007, ten years after full liberalization, yet today has over 20% market share and completely...

Lagos is one of the Big Three African subsea cable hubs. It is also notorious for metro outages. Many data center pair fibre paths have multiple outages each week. In contrast, Transmission Co is offering a new OADC/Equinix route in a unique right of way without any outages since going live in early October. Standard transport services include Layer 1 10G, 100G, 400G, and 800G waves available as leases and IRUs. All services are route protected by default and are at a discount to the 'usual suspects'. This metro is designed and managed by the well respected Mark Tinka of Seacom fame. So don't settle for under-performing, over-priced metro garbage. Order the Best from Transmission Co. Contact me and Mark for details and a no-nonsense on-the-spot offer.

META financial reports don't even have an AI revenue category, yet Zuckerberg is spending $125 billion on infrastructure of which 80% is devoted to AI. The 2025 free cash flow was amost $60 billion versus a forecasted figure of $8 billion for 2026. Zuckerberg owns 15% of META, but each share has ten voting rights attached to it. The result is a busines leader without accountability to anyone.  https://thetechcapital.com/coreweave-expands-meta-deal-by-21-billion-plots-4-25-billion-debt-raise/

A contact informed me yesterday that the Persian Gulf survey was completed in December of last year. But the plan to bypass the Red Sea using the Bahrain landing is now on hold due to the American and Israeli attack on Iran. This is a devastating blow to the project as the plan was to connect the cable landing at Bahrain to terrestrial Saudi fibre and haul the traffic overland to Jeddah where it would be put on SMW6 to Egypt. SMW6 was originally expected to be finished in December, 2024. This Persian Gulf bypass route was the consortium's main hope for finishing the project. Now everything depends on the resolution of the conflict.

I am building a thriving ecosystem around my yet-to-be-constructed Passive House. Jean, on the left, is a world class landscape architect and gardener. The plan includes a hundred large trees and 900 small ones, a large pond with running water, a greenhouse, a sauna building for the locals, and a 400 meter perimeter low energy home. Jean and I are discussing the final details prior to contract signature.

Marseille/Mumbai routes have limited capacity. No guarantee of timely repair. IAX is a new, state-of-the art system. IAX has the only high capacity Mumbai/Singapore route. A point is any major Mumbai carrier hotel. No separate backhaul charges. MRC is comprehensive. Z point is SG5. Terms up to five years. Three year 100G MRC: $35K. Volume discounts available. Customer is responsible for cross connects.