Subsea Cables & Internet Infrastructure

Hi Everyone,  I am available to help you acquire network capacity based on your requirements. In general I don't charge because the carriers will pay me for any subsequent sales. So if you work with me and you buy, then you will contract directly with the network operator. This ensures you get the best possible price. My value-added is my knowledge of the operators, market pricing, delivery performance, latency, uptime, commercial flexibility, and the like. I am also good at negotiating deal terms.  In a few cases I take a retainer because the client is looking for long term consulting.  You can reach me at roderick.beck@networksourcing.net. I live part of the year in Europe and also in Africa. 

This 24 fibre pair cable connects Mombasa, Kenya to Oman. It is a joint project of META and Safaricom (Kenya's largest mobile provider). Safaricom is the Mombasa landing partner, but META is the cable's sole owner. ASN is the construction partner. Capacity throughput should be a half petabit per second. Safaricom's participation reflects a long term trend for large mobile operators to enter the subsea cable business. Other examples including Vodafone, Bharti, Ooredoo, Axiata, and their subsidiaries. Subsea cable ownership allows mobile operators to expand operations overseas and also reduce the operating expenses for their international voice traffic. Oman is rapidly becoming a subsea cable hub as it offers an appealing alternative to the United Arab Emirates. The UAE's high cross connect CLS charges constitutes backward protectionism designed to protect its two telecommunication incumbents. Secondly, the UAE is currently simply too close to Iran to be a good place to l...

AI data centers has two challenges: big capex requirements and high operating expenses due to the skyrocketing cost of electricity. Another challenge is low customer switching costs. A customer like OpenAI or Anthropic rarely puts equipment into an AI data center. It simply downloads its software into the data center's bare metal servers, estimates its model, and then uploads the estimated model back to its own servers. Oracle has only one major customer and so it faces huge customer risk. Contracts tend to be soft and often include no penalty cancellation clauses. This business model only works if the vendor has access to cheap electricity like hydropower in the Nordics and very low customers. Solar and wind sell rates do not generally make the grade because fully loaded they are in fact quite high. In the case of Oracle, it went from a typical debt free software company to a 2.4 debt to revenue ratio. This includes bonds, long term lease liabilities, and short term obligations. 

Not only do I offer Equiano 100Gs below $20K with you contracting directly with the network operator, but also available is Layer 2 50G protected MPLS circuits on Equiano for $13,500 MRC on two year terms. This allows you to migrate from granular Layer 2 to Layer 1 as your business scales. African ISPs need to seize the day before capacity tightens and the window of opportunity closes due to the lack of any new cables for 3 to 5 years.

Singapore currently has 26 operating fiber optic cables. The government is aiming to double that figure over the next ten years. It is also wants to increase residential broadband to 10G, which seems frankly far fetched and perhaps overkill. The biggest drawbacks to landing in Singapore is the limited number of cable landing stations and the congested sea harbor. I would tell the government that it needs more cable landing stations and that they must be physically diverse to the existing facilities. More Malaysian/Singapore terrestrial crossings for Trans-Continental cables, but that conflicts with the sovereignty angle dominating policy making today. https://www.edb.gov.sg/en/news-and-insights/singapore-to-double-capacity-for-subsea-cable-landings-to-enhance-digital-connectivity

1. Fully diverse and fully buried dark fibre pairs or individual strands available for lease or IRU between IColo1, IColo2, Telehouse, Nyali Exchange, Seacom CLS, and 2Africa Shanzu CLS. Unlike other providers, the fiber connects to the data centers via buried conduits. Not power poles. End to end burial. 2. Sixty Euros per kilometer on three year lease deals. 3. New ultra-loss fiber manufactured in 2024. 4. Repair SLA based on 4 hours mean time to repair.