India Asia Xpress - RFS 2025
The IAX cable links Chennai and Mumbai to Sri Lanka, Thailand, Malaysia, and Singapore. Jio Reliance and China Mobile are the primary consortium members but press releases suggest there is a silent digital giant partner as well. An educated guess would be Google, Microsoft or Facebook. Information is scarce on the system. It will likely be 16 pairs like its IEX counterpart. This suggests that design capacity will easily exceed 200 Tbps. India desperately more bandwidth, but given Jio's leading role it is not clear it will lower Layer 1 pricing. On the flip side, China Mobile would be unlikely to participate in a project unless it could provide end-to-end connectivity to its customers. So I believe modest optimism is the correct frame of mind.