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Showing posts from September, 2025

The Seacom Cable 2.0 Project

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Seacom announced today the Son of Seacom cable project. It's very ambitious with the goal of connecting Singapore to Marseille with a branch going down the East Africa Coast and up to Angola. I estimate the cable will land in 20 countries including Singapore, India, Pakistan, Oman, Dubai, Djibouti, Sudan, Egypt, Somalia, Saudi Arabia, Kenya, Tanzania, Mozambique, South Africa, and what appears to be Angola, but might be one of the two Congos. The press release claims it will a 48 fibre pair architecture. I am not sure what that means. A 48 fibre pair cable would make Seacom 2.0 one of the most expensive and technically challenging cables ever dropped in the water. In fact, no one has deployed a repeatered 48 subsea cable over long distances I believe the Trans-Atlantic Anjana cable holds the record at 24 fibe pairs and 480 Tbps design capacity. I strongly believe Seacom management will be forced to downsize their ambitions. A much more likely figure will 16 fibre pairs or 24 with ...

The Pending AI Data Center Implosion

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 AI Industry Implosion Is Just A Matter Of Time Too much $$$ chasing too few and highly imperfect applications. Yann LeCun is a towering figure in AI research and Facebook's Chief AI researcher. Won the most prestigious award in computer science, namely the 2018 Turning prize. Also researcher at the New York Courant Institute. 

An Interesting Iberian Peninsula Wholesale Player: Lyntia

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Most West African coast cables land in Portugal. The buyer's challenge is that are few connectivity providers available to carry that traffic to the rest of Europe. Arelion and Zayo are both off-net. My guess is Arelion will light layer 1 services near the end of 2025. What providers are available do not offer a lot of physical diversity as most are using fibre on the high tension power lines.  I came across Lyntia roughly a year ago via an EUNetworks introduction. This wholesale network is the subsidiary of Naturgy, a multinational electricity and gas company. The company is a power and gas provider owning a very dense distribution network in Spain and Portugal.  Lyntia's fibre is in the gas pipeline right of way with a little bit on high tension power lines. The network enjoys unique physical diversity as its Layer 1 competitors have bought IRU's on a rival power line company. Unlike some of its competitors, Lyntia enjoys rock solid financial stability as a subsidiary of ...

AMEER 2 10G Pricing: Frankfurt/Singapore For Low Latency Traders

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A point: FR5; Z point: Any Singapore Equinix facility; 10G; Layer 1; $35,750 MRC; 3 Year. The Middle Eastern and segment is route protected.

Pacific Buying Challenges: Bifrost & Topaz - Part 1

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Right now there is a swarm of buyers seeking Bifrost and Topaz capacity. A former Google subsea cable guy warned me some time ago that these projects would be a big disappointment to the wholesale community. Google is keeping much of the Topaz spectrum for itself with one major transaction with a government entity. The main providers in the market are MOX and Telstra. I believe each owns a fibre pair with Mox doing a fair amount of spectrum sales in the form of quarter fibre pair sales. To give you a sense of pricing, a 15 year 100G wave pricing between Tokyo Equinix and Seattle Westin Building is slightly over $3 million upfront with 4% O&M. Ignoring discounting, that's $27K a month! 😂 I estimate most 1 year leases will be in the upper $30K to $50K MRC range. The route is extremely sexy because it is the lowest latency stable route between Tokyo and Seattle, lands in Canada, which Canadians love, and is diverse to other Japan/US cables. Of course, the lowest latency cable is ...

Pacific Cable Pricing: IRUs & Leases On Juno, Jupiter, ADC, & SJC2

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Juno 100G Lease; 3 Years; $15,500 MRC; Tokyo Equinix/Coresite 2, LA.  Juno 100G IRU; 15 Years; $875K; 4% O&M; Tokyo Equinix/Coresite 2, LA. Jupiter 100G Lease; 3 Years; $18,250 MRC; Tokyo Equinix/Coresite 2, LA. Jupiter 100G IRU; 15 Years; $875K; 4% O&M; Tokyo Equinix/Coresite 2, LA. SJC2 100G Lease; 1 Year; $12K MRC; Mega-i, HK/SG3 or GS, SG. SJC2 100G Lease; 1 Year; $13K MRC; Chikuri CLS/SG3 or GS. ADC 100G Lease; 1 Year; $13K MRC; Tokyo Equinix/SG1. Remarks: 1. No China licensed carriers. 2. Customer responsible for cross connects. 3. Six to eight weeks is standard turn up.

The New Uniterreno Cable: RFS 2025

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This super high capacity half petabit cable connects Genoa, Milano, Roma, Sardinia, and Sicily. It has 24 pairs and total design capacity of 480 Tbps. ASN is the project supplier. The cable is part of a bigger project to build Italian data centers and a complementary terrestrial fibre network. Unidata is the owner; it is constructing a data center near Rome.  The Sales Pitch 1. Uniterreno is an open cable. Customers can buy fibre pairs and are responsible for most of the terrestrial infrastructure including the SLTEs. The common infrastructure includes the cable itself together with the subsea amplifiers and power feed equipment. Customers are generally responsible for backhaul fibre, terrestrial amplifiers, and their POPs where the SLTEs are housed. The ability to customize the terrestrial network is a big draw. 2. The Sicily to Northern Italy RTD is 9 milliseconds. Significantly better than traveling up Italy's boot. 3. Huge capacity means great pricing (or should). Networks en...

Prime Suspect In Red Sea Outages: Ard Horizon, A Turkish LPG Carrier

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No sinister forces at work. Not the Chinese, Russians, rogue CIA or Star Trek Borg from the Delta Quadrant. Just a tanker carrying liquified natural gas with a Turkish crew and flying under the Flag of Panama (soon to be the 51st American state according Trump). It is headed for the Suez Canal with possibly a stop at Jeddah, which has LPG port facilities. It probably damaged EIG, Falcon, IMEWE, and SMW4 by dragging its anchor through the Bab-el-Mandeb strait below. It seems a quite plausible scenario. 

Big Amazon LEO Wins: The Battle Between Starlink & Amazon Begins

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 Amazon is racking up big wins left and right for its not-yet-launched LEO service. The pitch is quite simple: you are already our cloud customer, you love us, and we offer much higher throughput than Starlink. Plus there is no Musk stench.  Recent Kuiper Wins 1. Amazon recently won a big deal with an American airline, Jet Blue.  2. NBN is Australia's government sponsored wholesale network designed to ensure universal Internet service. It is a new Kuiper customer.   3. Airbus will install Kuiper transmission gear in its planes. Amazon offers gigabit speeds on its satellite links:  about 4 times greater than Starlink. This is important for corporations, governments, and research faciltiies.  See https://www.abc.net.au/news/2025-08-07/satellite-internet-competition-nbn-amazon-starlink/105620108. 

EIG, Falcon, IMEWE, & SMW4 Down - Looks Like An Anchor Responsible

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The yellow cable at the top is Gulf2Africa. Apparently up. Below it in red is Falcon. Below Falcon is the green colored MENA Cable. Below MENA is the gray colored RAMAN cable, not yet activated. The blue cable is SWM4 and right below SWM4 is EIG.  So it looks like someone dragged anchor close to shore and cut those cables. They are right next to other so the story makes sense. Can anyone confirm Gulf2Africa is ok?

Here We Go Again: Several Major Cables Down Off Yemen

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Three industry insiders have confirmed the 'epicenter' of the outages is in Yemen coastal waters at a depth of only one 100 meters. This strongly suggests fishing or more likely an anchor is responsible. Multiple sources have told me that neither Egyptian or Saudi Internet services has been degraded, but the Persian Gulf has been hit hard as well as Pakistan. This is consistent with the epicenter being off Yemen. It is also consistent with the cables reported down below. Four Cables Definitely Down: 1. EIG. 2. SWM4. 3. IMEWE. 4. Falcon Lower left map is SMW4. Center is EIG. Far right is IMEWE. Total capacity of these four cables is approximately 44 Tbps. Pakistan is heavily dependent on SWM4, EIG, and IMEWE. Scattered reports initially suggest AAE1 may also be down. But it is not.

History Rhymes: Multiple Subsea Cable Outages in the Red Sea Near Jeddah, Saudi Arabia

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Microsoft has warned Azure customers of degradation in Internet performance due to "multiple outages in the Red Sea". Both IMEWE and SWM4 appear to be down near Jeddah, Saudi Arabia. A subsea cable customer has told me that EIG, AAE1, and Falcon are also down or at the bare minimum damaged. Internet latency has risen in the UAE and Pakistan. Please do not speculate about saborage. It is irresponsible as Ockham's Razor applies in this situation. Ockham was a Medieval European philosopher who argued that the simplest explanation that accounts for the fact is the most plausible. It has become a bedrock principle of science. Conspiracy theoriest which include a lot of so-called national security experts routinely violate the principle in their quest for $500 an hour consulting gigs. Multiple simultaneous outages suggest a common cause such as anchor dragging As you can see, Jeddah is effectively a single point of failure for subsea networks. Cables landing at Jeddah include A...

Microsoft Backed Research Breaks The Optical Loss Barrier Using Hollow Core

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For decades optical power loss of the best performing solid core fibre has hovered around .14dB per kilometer. So it comes as a surprise and a shock that the Microsoft owned hollow core fibre optic company, Lumensity, has designed a hollow core that beats all solid core glass in minimizing optical loss. The new hollow core design was tested using a 15 kilometer spool and the result was .091 dB loss at the standard long haul 1550 nanometer wavelength. Even more impressive was the fact that the optical loss remains under .1 from 1481 nanometers wavelength to 1625 nm. This range represents about 18 Terahertz of raw spectrum. But even that is not the end of the story. Light intensity loss remains under .2 dB all the way from 1250 nm to 1750 nm. In other words, it encompasses the O, E, S, C, L, and U bands. In contrast, attenuation varies with frequency for solid core silica fibre with a global minimum at 1550 nm. Loss is simply too high in the O, E, S, and U bands. This limits usable spect...

Optical Revolution On the Horizon: Hollow Core Fibre Matures - Part 1

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Hollow core fibre has been around a long time. Early versions had really high optical loss of 1 db/km, but speeds close to what light travels in a vacuum (299,792, kilometers per second) versus approximately 200,000 kilometers per second in solid core fibre. The high optical loss limited deployment to very short links deployed for low latency trading. Firms like Jump trading have installed hollow core fibre from their microwave towers into financial exchange data centers like the CME facility in Aurora, Illinois. EUNetworks has deployed it in the London metro to connect financial exchange trading points. In hollow core the light tends to quickly scatter and bounce around so optical intensity fades very quickly. In solid core scattering is far less so the transmission rates are much greater at the price of a big latency penalty. The other drawback is manufacturing and cost. Solid core draws molten glass and allows gravity to shape into a strand. We can't do that with hollow core. As...

Talk On The Telecom Street: AAE1 Outage On Segment L

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All I know at this point is that the fault appears to be in the Mediterranean Sea.

Facebook Invests In Safaricom's Planned Daraja Cable: Oman to Mombasa

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The project is a 24 fibre pair cable linking Oman to Kenya with a branching unit to Djibouti. Facebook is injecting $24 million into the project. Safaricom is a publicly traded mobile operator in Kenya. It is purportedly the largest carrier in the country in terms of revenue. Its 2024 revenues reached $3 billion. ***Facebook's participation is not surprising. It owns only four of 2Africa's 16 pairs. It kept too few pairs for its network needs. While 2Africa's capacity is welcomed, East Africa's point-to-point 100G optical circuits are still quite expensive with prices ranging from high twenties to sixties. This reflects the fact that 2Africa does not yet connect Marseille and the Mediterranean to East Africa due to ongoing hostilities in the Red Sea. In term this raises prices on Seacom and Eassy cables, which are relatively small capacity systems also operating near full capacity. Even with 2Africa, total demand outstrips supply and that fact 2Africa cannot complete t...

HK/Singapore 100G ASE: $6,000 MRC

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ASE is one of the lowest latency cables serving the Asia Financial Triangle of Hong Kong, Singapore, and Tokyo. Offer requires a one year contract.