Subsea Cables & Internet Infrastructure

MRC: $32.5K. A point: Most Mumbai DCs. Z point: SG3.  Cable: IAX.

The well respected wide area network carrier has lit a new, shorter path connecting Milano and Paris data centers. While I believe you should never limit yourself to one vendor, EUNetworks is a very safe choice because it does the fundamentals well and is commercially flexible. The new route spans 1057 kilometers. EU did not provide a latency estimate, but it takes roughly 5.1 microseconds to traverse a kilometer. So multiply by 1057*2 and the RTD is approximately 10 ms. One diversity edge is that the route avoids Lyon. I recommend network planners consider to further diversity their network portfolio and reduce risk as a financail analysts might say. 

A consortium consisting of TATA Communications, Lightstorm, Microsoft, and Singtel just announced a new 16 fibre pair subsea network tailored to serve the AI data center markets in Hyderabad, Singapore, and Kuala Lumpur. It includes two Indian landings, one in Southern Chennai and another at Machilipatnum, the latter being the shortest path to Hyderabad. Both Hyderabad and Lumpur host large numbers of data centers equipped with GPUs for rent to estimate AI large language models. Conversely, Singapore is a distribution point for estimated AI models. What is sometimes called AI inference. Both space and power in the city state are too limited and expensive for AI model estimation. Besides the Singapore and Indian landings, there will likely be a cable branch landing in the Malaysian province of Selangor, chosen because it is the shortest way to reach Kuala Lumpur. Public information on the new system is sparse, but it is also likely that cable will include be extended to Hyderabad and Ch...

Bypass the Red Sea and Persian Gulf quagmires as well as China and Chinese equipment. No Russian paper. Save at least 40 to 60 milliseconds over subsea routes via the Indian ocean.

SpaceX is the most over-valued stock in the Solar System with a stock valuation 100x current sales The smart money that invested in SpaceX as a private company knows it is wildly over-valued and will sell their stock when the IPO lockup periods expire this autumn. The float, the amount of shares registered for public trading, will increase 20% to 30%. That is a huge increase in supply. Moreover, the bond market, the best measure of risk, is pricing SpaceX bonds as junk. Unlike equity, bond investors are level headed and don't give a damn about technology hype. Only financials matter in the end. For a recent forecast of the impending implosion: https://finance.biggo.com/news/0e4c9f77-64fb-4bba-8193-43f26b36b74f. 

Another 29 Amazon satellites lifted into orbit yesterday. Total Amazon transmission capacity is now 396 Tbps. This is enough to begin initial service beginning of third quarter. The Musk Tribe has consistently told me that Amazon needs thousands of LEOs to begin service. Given Amazon's inked contracts with Delta Airlines, Apple, Vodafone, AT&T, and Hitachi construction company, it appears the Tribe was wrong. 😄It should be noted that Amazon's satellites are much higher capacity than Starlink's first generation, and Starlink began operations with 700 lower capacity LEOs. https://www.euronews.com/next/2026/07/03/amazon-set-to-launch-leo-its-rival-to-spacexs-starlink-internet-later-this-year