Subsea Cables & Internet Infrastructure

A point: IColo 1 or IColo 2. Z point: JB1. Term: 2 Years. Customer responisible for cross connects. 2Africa is the Lambourghini of African subsea cables. Better designed than other system with the possible exception of Equiano. Deeply buried in coastal waters and routed to avoid danger spots.

Details are limited, but carriers have been bidding on extending the Peace cable from Mombasa to Dar Es Salaam, Tanzania. I think the big drawback is the iron grip of Tanzania's state owned fibre optic network on connectivity. It has resulted in much higher Layer 1 and Layer 2 prices than in deregulated Kenya. This is a serious deterrent to investment. It means the local ISP and telecom ecosystem is small and may not be enough to sustain the minimum rate of return required to justify the project. The distance is small between Mombasa and Dar Es Salaam so I expect any cable to be unrepeatered.

1. All terrestrial route with good outage history and longest outage only 17 hours. Find a subsea cable with a record that good. 2. Three year MRC: $26.5K MRC.

TM is a consortium member of the Bay of Bengal Gateway Cable. They also own 2 fiber pairs on the low latency ASE cable. Finally, they are participating in the almost ready Echo project, Candle, and others. To the far right, Bhavin Shaw, Country Manager, UK and Europe. In the middle, Carla Netto, Senior Manager Sales and Enterprise Development.

LS1/CT1; $17,500 MRC; Two year term. LS1/OADC; $17,500 MRC; Two year term.

Amazon's core network business is cloud services. These services generate less network traffic over long distances than Google's web search and advertising busiess. Customers download their data, compute, and then retrieve it or store it there. Amazon may back up its customer's data in another data center in the same cloud region, but traffic flows from cloud region to cloud region are probably low. As a result, Amazon has been a follower in subsea cables. Often a silent or minority investor like in the Bifrost where it is getting lit capacity in exchange for providing the US landing station. In some cases, Amazon is not a consortium member, but a fibre pair customer. Amazon bought a fibre pair IRU on the Marea, which connects Virginia Beach to Spain, from Telxius. It was probably their first physical capacity ownership on a subsea cable.  More recently, Amazon announced its first solar project, Fastnet, which connects Ireland, where it owns several large data centers, to M...