Subsea Cables & Internet Infrastructure

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.

***It is a racing car: 135 ms RTD Marseille to Singapore. ***One year term. ***First come, first serve. ***No haggling over price. ***Customer orders cross connects. A point: SG1. Z point: MRS2. Important: If you don't buy, your wife will divorce, your boss hate you, and your children will put themselves up for adoption. Even the old lady living next door will shake her cane at you. Even your cat will head straight to the animal shelter. 🙃

 META Loses $310 Billion In Stock Value In March: The AI Meltdown Begins In March alone META's market cap fell $310 billion driven by poor financial performance. The key metric is free cash flow, which equals cash profits minus capital expenditures. In the end free cash flow is what investors want, namely oney they could put in their pockets without impairing company operations. META's free cash flow is expected to be only $8 billion this year down from a 2025 figure of $46 billion. The company's massive AI investments are not yielding much revenue and hence are driving free cash flow to zero.  Unfortunately, the emerging AI crash will affect our industry. I anticipate the very expensive Waterworth project could be cancelled as well as other projects. AI is Zuckerberg's second big mistake. The Metaverse was his first. He only remains CEO because he is the majority owner of a special class of voting shares that gives him ten votes per share versus one vote per share for ...

The Real Lessons of Iran's Attacks on AWS Data Centers 1. The Middle East is fundamentally unstable. The entire region is bedeviled by historic conflicts based on religious divisions (Shiite, Sunni, Christian, and Jewish), distrust between Europe and Islam going back to the Crusades and the Ottoman Empire, a lack of strong independent institutions, weak rule of law, lack of democratically legitimate governments, and limited acceptance of the notion of secularism (the idea that religion and government should be strictly separate to maximize freedom and ensure equal treatment). Even the so-called benevolent monarchies that border the Persian Gulf have absolute power and absolute power always corrupts in the end. Monarchies are outdated institutions. Don't imagine or suggest otherwise. Recent governments in the region have promised stability and peace, but extremism abounds. Israel's ethnic cleansing in Gaza, Afghanistan's repression of women, Trump's foolish acts of a...

Bevan Slattery likes to build things. His latest project, scheduled for a 2028 RFS, is the16 fibre pair APX-EAST cable linking Australia to the US. Bevan is Subco's CEO, one of the few successful private cable sea builders and operators. Previous projects include the OMAN to Australia system. The US Pentagon was the anchor tenant on that cable. Subco is a consortium member of the relatively low capacity, but important Indigo West cable linking Singapore to Perth and Sydney.  APX-EAST is designed to be fully powered by either end point. This is a resilience feature that should appeal to hyperscalers looking to take capacity on the system. I believe Google's Firmina also can be fully powered from either end point as well. Might not be a coincidence.  But the most striking feature is the lack of optical regeneration. Let's be clear. This cable is repeatered. It will use optical amplifiers like all other repeatered systems. Optical regeneration in this context means landing the...