Subsea Cables & Internet Infrastructure

Singtel is leading a consortium of Asian carriers and American tech giants that will finance a new intra-asian cable connecting Japan, Singapore, Brunei, Indonesia, Malaysia, the Philippines, Taiwan, and South Korea. Details are sparse. Press releases say it will be a high fibre count network. My guess is at least 12 pairs and as much as 24. Two core fibre is also a possibility given NEC's participation. What is striking is that SJC2 and ADC just went in service with Apricot also expected to be RFS this year, yet here is another cable with a similar Southeast Asian footprint under development. This suggests to me that traffic is growing faster than anticipated with the carriers under pressure to catch up to the rapidly growing market. The other notable feature is the absence of any landings in Hong Kong or mainland China. Since China has emerged as the regional bully, the cable's name is probably not a coincidence. Consortium members include Singtel, Amazon, Micro...

100G Equiano Waves: Most Lagos DCs/European Cities: $17K MRC. A Points: Equinix, Medallion LOS1/2, Medallion LKK2, and Rack Centre. Z points: Key Marseille, Paris, Amsterdam, Frankfurt, and London DCs. Service: 100G Wavelength. Term: 3 Years. MRC: $17K. Lagos Metro Route Protection Included. Promotion Ends September 15th.

The AFR-IX cable project has selected Nokia as their primary coherent optics vendor. Medusa will deploy the Nokia 1830 platform that supports coherent optics. Nokia's Infinera acquisition provides the ICE7 coherent optics. This equipment announcement illustrates how slowly the interesting Medusa project is moving. This project was announced in 2020. While it is smart to delay terminal gear purchases towards the end of the project, subsea cable projects have not historically taken upwards of six or seven years to finish. I can only speculate on the cause of these delays. The system has many landings in dysfunctional North African countries where governments are authoritarian, corrupt, incompetent or compromised by their ownership or control of PTTs. Cable ships are scarce. So booking them for the deployment may have been a big obstacle. I am disappointed that Medusa made the 'safe choice'. Big projects with lots of cash usually end up picking either Ciena or Infinera for the...

The two fibre pair Greenland Connect system links Greenland to Iceland and Canada's Newfoundland province. Photos of the cable landing stations below. The first photo is the Icelandic facility with the one below it being the Greenland counterpart. Greenland Connects lands South of Reykjavik and uses the same landing station as the DANICE cable. In Greenland it lands in Nuuk, the country's capital, and also in Qaqortoq. Although the cable began with 2x 10G waves in operation, it has been upgraded to 12.8 Tbps by Alcatel and Hauwei Marine.  Greenland Connect went live on March 23, 2009. It brought the first terrestrial Internet connectivity to Greenland and slashed RTDs to content delivery points by over 500 milliseconds. Up to that point Greenland had relied solely on geostationary satellites. I strongly believe that the Far North, which includes Siberia, Arctic Canada, Greenland, Iceland, and the Far Northern parts of the Nordic countries, will experience massive migration and ...

1. The UK, South Africa, and Portugal POPs are passing traffic today. A. UK POPs include Slough Equinix for most 2Africa consortium members. Many are also at Telehouse London.  B. Lisbon includes both LS1 & the new Altice facility. C. South Africa: CT1, CT2. 2. Raxio is the main 2Africa POP in Abidjan, Ivory Coast. Hand offs also include the CLS itself. Originally the planned PAIX data center was intended to be the main 2African POP. However, it is either cancelled or delayed. Not clear at this moment as I have received conflicting opinions.  3. 2Africa Lagos POPs include MDXI and also new Digital Realty site. The former Medallion DC where most 2Africa SLTEs will be housed only opens its doors in late September. So Lagos may not be live til late 2025. 4. There are plans to extend 2Africa from the Pointe Noir and Muanda cable landing stations to Kinshasa OADC. It will take the form of a fibre ring. The Kinshasa back haul fibre was part of the original 2Africa network plan. ...

1. 2Africa is vastly superior to the older African cables in cost, performance, and footprint. It has 9x the capacity of WACS or ACE. Cross connects are capped at $150 per month at the CLS and most hand offs are at carrier neutral facilities. The cable is buried 2 meters in deep in shallow coastal waters (1000 meters or less in depth) versus 1 meter or less for older systems. It bypasses all known danger spots such as subsea canyons with their debris slides. 2. Sénégal A. ONIX is the main 2Africa POP in Dakar. Note that consortium members are free to place their SLTEs where they desire in Dakar. So other sites may also be on-net. The Dakar CLS just houses the power feed equipment. B. ONIX just opened its doors to customers so expect 2Africa service to begin near year's end. C Sénégal is a significant challenge for capacity buyers because at least one major consortium player elected to skip it. D. I have great 100G pricing for the LS1 to ONIX route at $17.5K a month on a 1 year term...

A. Three cables have lost their Dubai connectivity: EIG, TATA Gulf, and IMEWE. EIG is depicted in the top panel. It goes as far West as London. IMEWE lands at Marseille. Finally, TATA Gulf is a branch of TGN-EA. B. EIG uses a branching unit to split into a subsidiary trunk that goes up the Persian gulf and a main trunk to Europe. Hence the main trunk is probably ok. The same comment applies to TGN-EA and IMEWE.

 The Coherent Optics Revolution: Transcending 10G Wavelengths - Part 1 The first stage of optical communication was dominated by what Mark Tinka called the simple optical detection scheme. A pulse of laser light represented a '1' and no light meant a '0' or vice versa. Cisco white papers call this 'on-off signalling'. So this approach is based on the optical power or intensity of light. The stronger a light pulse, the higher its amplitude. See the top diagram.  The Achilles of this approach is chromatic dispersion, namely that fact different frequencies of light traverse a solid medium such as fibre glass at different speeds. Now any laser pulse is a band of frequencies. It may be narrow, but it always has non-zero width. So chromatic dispersion is inevitable (like Donald Trump continuously changing tariff rates). As the fibre path distance grows, the probable outcome is that a laser might transmit a '1 0' but the light will spread over time and the opt...

Japan suffers from a lack of physical diversity in cable landings. For example, the Maruyama CLS serves 8 cables, most of them major Internet arteries including ASE, APG, Jupiter, TPE, and ADC. According to the Submarine Networks website the country has more than 20 facilities. However, they are densely concentrated as the map below shows. Moreover, it would not be surprising if many of the are sharing back haul fibre. Consequently, the Japanese government is giving money to Softbank for the construction of two new cable landing stations in the Hokkaido and Fukuoka projects because they make nations's telecommunications more robust The project's anchor tenant is the ETA (East to America) subsea cable.  In general I am skeptical of subsidies for a variety of very good reasons, namely they usually distort the allocation of resources in pursuit  of political gain. However, aid for new cable landings that are diverse to the existing landing infrastructure may be exception. It woul...

 A point: Lisbon Equinix (LS1). Z point: MDXI, Server House or Medaillion facilities. Term: 1 Year. Cross connects not included.

***Hong Kong/Tokyo, Tokyo/Taipei, and Hong Kong/Taipei. ***Outages started 10:14 GMT, July 6th, 2025. ***Until a cable ship can investigate, no idea of the cause. ***I caution the paranoids among you to refrain from speculation. Hong Kong is part of China so the sabotage theory is most likely bogus. *** The graph shows that the common factor among these segments is Taipei.

Google's SOL cable is the first Trans-Atlantic network to connect Florida to Europe with a landing at the Telxius Santander CLS on the Northern Spanish coast. The other cable, Nuvem, announced some time ago, will link the Myrtle Beach, South Carolina CLS owned and operated by DC BLOX to a landing near Lisbon. Details are sparse regarding SOL, but it will probably be similar in performance and design to the 16 fibre pair Nuvem cable that clocks 384 Tbps. The Florida landing is in the Palm Coast area between Jacksonville and Orlando. An interesting feature is that both cables do island hopping. Both cables land in Bermuda and Azores (where a US Air Force base is located). Island hopping serves three goals. The first is power to offset voltage drop. Intermediate power feeding en route improves throughput. The more often a cable can feed, the higher the bandwidth. The other factor is optical amplifier noise. Amplification introduces noise which accumulates from amplifier to amplifier. ...

According to FCC filings Starlink shut down almost 500 Starlink satellites during the first half of 2025. The company had them reenter the atmosphere where they burned up. What is striking is that these satellites were all less than 5 years old. The general consensus is that LEOs have a life expectancy ranging from 5 to 8 years. Shorter than expected life spans for the satellites will hit Starlink's income statement hard by increasing network depreciation and replacement needs. However, Starlink has managed to lower its LEO's manufacturing costs down to $500K versus initial figures around $1 million. So these production economies of scale might offset some of the higher than expected depreciation. However, there are also rocket launch costs as well. It costs Starlink about $3 million to put a satellite into orbit. The Falcon 9 costs $67 million per flight and delivers 23 LEOs into low Earth orbit. As a private company Starlink financials are a bit of mystery. The company press ...

1. The West coast network from Lisbon and London to South Africa should be all activated by year's end. 2. Note that 2Africa is an open cable system which means each fibre pair and spectrum owner is responsible for their SLTEs. So it quite possible that consortium member X is ready today whereas member Y might be RFS only in December. 3. RFS Guidelines A. London, Ghana, Nigeria, and South Africa will be RFS at the beginning of September. B. Côte d'Ivoire should be live a month later. C. Senegal is at least 2 to 3 months from launch and could be as late Christmas. 4. Buying Guidelines A. I expect the combined impact of 2Africa and Equiano to drive Lisbon/Lagos 100G market pricing below $20K. On this route I recommend 1 year contracts. B. In Senegal, Ghana, Ivory Coast, and DRC you should do long term contracts because there is no guarantee that 2Africa will permanently lower pricing. Short term the cable will do so. But it is least 2 to 5 years before another modern cable lan...

The new sport in Japan is breaking long haul fibre optic transmission records. NEC and the Japanese government agency, the National Institute of Communication Technology (NICT), announce new throughput records every 6 to 8 months. It is a major area of research. At the SubOptic 2025 conference NEC representatives did many presentations on their multicore research. NICT has taken a slightly different approach of combining multiple spectrum bands (C+L) with multicore fibre. This is more challenging because there are few C+L amplifier products on the market. In fact, only Subcom has manufactured and deployed such a system on the PLCN cable. Japan by the way has been a hub of innovation in optical networking and other high tech areas like space exploration. However, long term economic prospects are poor due to population decline and the low status of women which means their talents are underutilized.  What is special about this record breaking effort is the use of a 19 core fibre stran...

The great fibre optic revolution in subsea cables has two components: the fibre optic strands and the optical amplifiers. The first fibre optic subsea cable was the three fibre pair TAT-8, which connected the US to both the UK and France using a simple branching unit. But the amplifiers used computers. Hence there was no way of upgrading them to accommodate faster transmission rates. Fortunately, quantum mechanics came to the rescue. The most successful scientific theory of all times posits that adding energy to an atom will cause it to emit photons. This was one of Einstein's contributions. An American graduate student in the 80s discovered that the rare earth element erbium had special properties. If it was incorporated into glass, then a pump laser directed at the glass would raise the energy level of the erbium ions and cause them to release photons. This in itself is not that exciting. We know that any object will issue photons depending on its temperature. But if signal photo...

African carriers need to adopt the more pragmatic approach of European, North American, and Asian carriers. Virtually no carriers in these regions require customers to sign NDAs to get a price quote. It accomplishes nothing since buyers share pricing information with impunity. Nor is there need to sign the MSA and then the service order form. Again, American carriers, including competitive publicly traded carriers like Lumen, skip the NDA unless the client requests it, and even skip the MSA by putting language in the SOF that says signing it implies acceptance of the default MSA. Clearly this bureaucratic quagmire is the fault of the colonial powers that once governed Africa. They imposed their clumsy 19th century European administrative systems on the continent during the colonial period. When independent African states emerged in the 1960s, they inherited these administrative regimes. Lawyers don't understand that business is more than ris...

Each fibre strand consists of the core and the cladding. The core is like a one way road for the light to traveland cladding are the guardrails that prevent it from escaping. The refractive index measures how fast light traverses a given medium. It is defined as the ratio of the speed of light in a vacuum to the velocity of light via the medium. The core has a higher refractive index than the cladding. As long as the refractive index differential is large enough, photons that hit the cladding at a critical angle or less will bounce back into the core. Physicists call this bouncing of light internal reflection. So the core/cladding structure is designed to preserve the optical power or amplitude of the wavelengths. It minimizes optical attenuation, the great enemy of optical networking along with chromatic and polar dispersion.  The bottom middle chart shows that optical attenuation, which reflects opposing forces, reaches a minimum in the C band. The C band is defined as wavelength...

 2Africa; Senegal/Portugal; 100G; $18.5K; 2 Years. WACS; Ivory Coast/Portugal; 10G; $8,250; 3 Years. 2Africa; Nigeria/South Africa; 100G; $24,750; 1 Year. Equiano; Nigeria/South Africa; 100G; $20K; 1 Year. Equiano; Nigeria/Portugal; 100G; $19.5K; 2 Year. 2Africa; Ghana/Nigeria; 100G; $23.5K; 1 Year. 2Africa; Ivory Coast/Portugal; 10G; $10,500; 1 Year. 2Africa; Ivory Coast/Portugal; 100G; $33.5K; 3 Year. Remarks: 2Africa CLS cross connects are $150 max. WACS cross connect charges are five digit.

Part 1 finished by noting that that the CLS in most cable systems has been downgraded to a building housing just the power feed equipment. This reflects the open cable model where each owner has fibre pairs or spectrum as opposed to a cut of the cable't lit capacity. A good example is 2Africa in Senegal. Most of the SLTEs (subsea line termination equipment) are collocated in the carrier neutral ONIX facility. But Facebook decided to put its SLTE in one of three N Plus data centers.  Another important element is the branching unit, which originally just took the main trunk's fibre pair and allocated them into two small trunks. TAT8, the first fibre optic cable, used a branching unit to land one fibre pair in the UK and the other in France. Branching units have evolved over time and most today have the ability to switch wavelengths and more recently fibre pairs. The advantages include being able to reroute traffic in case one branch fails. The branches are typically buried on the...