Subsea Cables & Internet Infrastructure

- 2Africa is much more expensive than Equiano. The 2Africa 100G pricing is $25K and above excluding tails for Lisbon to Lagos. In contrast, Equiano 100G pricing is below $20K now. Similarly, Equiano 10G pricing gravitates around $5K versus $10K on the same route for 2Africa.  The reason for this disparity is that the 144 Tbps Equiano cable primarily serves South Africa, Portugal, and Nigeria. In contrast, the 180 Tbps 2Africa network serves over 30 countries and Facebook kept 4 of the 16 pairs for itself. Note that the 2Africa map does not include the Pearls extension of 2Africa to the Persian Gulf, Pakistan, and Mumbai.  Another sign of the impending capacity crunch is the unwillingness of 2Africa consortium members to sell IRUs. An IRU is a long term capacity sale ranging typically dffrom 10 years to life of system. Carriers will not sell IRUs if they expect future capacity shortages or think they are likely. Many of these carriers have transit backbones that they must keep ...

What most people don't realize is that the following cables have not threaded the Red Sea yet due to the threat of Houthi missile attacks: 1. 2Africa. 2. Africa-1. 3. Blue Raman. 4. IEX. 5. SWM6. It is likely that none of these cables go live this year (2Africa Marseille/Mombasa segment among others ). When I ask industry insiders whether the Red Sea segments for these cables are finished, I get the roar of silence. The impending capacity drought reflects the failure of subsea cable designers and senior carrier management to take seriously their over-reliance on the Red Sea. Even Blue-Raman, which bypasses Egypt, traverses the Red Sea before landing near the Jordanian Aqaba data center. It is time for the telecom industry to work with Saudi Arabia to build routes that completely bypass the Red Sea and hit water on Israel's coast. Even it means neglecting Djibouti. Carrier culture is not innovative. Never has been. Technology comes from the network vendors like Ciena or Infinera...

The Africa-1 cable is landing today in Duba, Saudi Arabia, a small port city, where a new CLS awaits it. Right now East African countries are suffering severe subsea cable capacity shortages that have driven 100G prices between Kenya and South Africa into the $40K to $65K per month range. Same for Kenya to Marseille. Only Seacom, 2Africa and Eassy link together the key East African counties. Seacom is a low capacity 2000 era system with chromatic dispersion fibre. Just a couple terabits per second. Eassy has more capacity at 36 Tbps, but both cables are in any case almost completely maxed out. 2Africa has huge capacity with an initial design throughput of 180 Tbps, but it is not connected to Europe via the Red Sea due to the recent Houthi hostilities. The only nearby telecom hub is South Africa. However, much of the East African traffic is ultimately destined for Europe. Hence the delays in lighting the Marseille/Mombasa 2Africa segment which would relieve the network congestion are th...