Subsea Cables & Internet Infrastructure

 My calculations indicate that at least 2.5 Petabits per second of new subsea cable transmission capacity landing in Europe over the next few years. Note that this is initial capacity, and undoubtedly, there will be upgrades in due time. Below is my calculation. The Amazon project is stealth at this time and I assumed a lower bound of 100 Tbps. Consider the Initial Capacity of New And Pending Cables: 1. Equiano: 144 Tbps. Live 2023. 2. 2Africa: 180 Tbps. Live 2025. 3. Blue-Raman: 218 Tbps. Live 2026. 4. Anjana: 480 Tbps. Live 2026.  5. Nuvem: 384 Tbps. Live 2027. 6. Medusa: 480 Tbps. Live 2025.  7. Africa-1: 160 Tbps. Live 2025. 8. Peace. 192 Tbps. Live December 2024. 9. SWM6: 125 Tbps. Live early 2026. 10. New Amazon Cable: US/Ireland. 2028. At least 100 Tbps. Total: 2.5 Petabits Per Second Initial Capacity.

Right now EUNetworks is clearly the best carrier for Layer 1 Western European network capacity. I work on a daily basis with them. The carrier offers the best combination of performance, price, and commercial flexibility. They are my default go-to provider. Note they offer wavelengths, spectrum, and metro dark fibre among other services. For ISPs they offer lower latency general bandwidth routes than their competitors. This is a big deal for African and Asian ISPs who already endure high latency to the distances between Europe and these other continents. Their new Digital Super Highways are quite attractive. These massive upgrades of the standard Western Europe routes give them a distinct edge over the 2000 era networks of their competitors. Arelion is the best transit provider, but Hurricane Electric should be a part of the upstream mix as well. RETN also has good transit. All three are in the top 15 ASN ranking which is a measure of the number of BGP links to other ISPs. These ...

There is strong demand for wavelengths connecting Europe's key routes like London/Paris, Amsterdam/London, Amsterdam/Frankfurt, Frankfurt/Paris, Paris/Marseille, Zurich/Frankfurt, Milano/Marseille, Madrid/Paris, Madrid/Lisbon, etc. Much of this involves African ISPs that come to Europe to peer and buy transit as well as Indian and Asian firms.  But Europe is different. A 100G wavelength varies from the mid to upper 800 Euros per month to the mid 1500 Euros depending on term, route, physical diversity, latency, etc. Because rates are low focusing on price is a mistake. Don't be transactional like a certain American President. You will save little because prices are already low, but sacrifice a lot in terms of latency, time waiting for price quotes, delivery, uptime, routing options and commercial flexibility. For example, my favorite provider has fast routes for general bandwidth users that are usually 1 to 4 milliseconds lower latency than the rest of the pack. So you can save ...

The chart tells us that Ireland despite its low tax rates is quite costly with the highest power rates in the EU. It is often joked that a data centre is a power reseller and there's a lot of truth in that statement. For example, Equinix reports that power and cooling are 80% of its infrastructure operating expense. In general, a data centre's overall operating expense can be as much as 50% electricity. From what I can tell Irish data centre demand for electricity has grown much faster than the country's power capacity. Data centres consume 21% of Ireland's electricity versus 18% for households. This is an astonishing figure.  High German rates reflect the failed Energiewende. The system costs of wind and solar are extremely high in Germany and both sources are heavily subsidized via guaranteed tariffs because the load factors (annual capacity utilization rates) are very low. For example, a German solar farm only operates at 10% of capacity on an annual basis whereas Am...

Three Year 100G Layer 1 Transport: Low Latency As Well As Highly Diverse Routes Available  Telehouse 2 Paris/Slough Equinix;  1100€ MRC; No install charges.  MAD2/MRS2; 1100€ MRC; No install fees.  LD8/AM5; 1150€ MRC; No install fees.  London Dark Fibre Rings; Key DCs; 1000€ MRC; NRC waived.  Frankfurt Dark Fibre Rings; Key DCs; 900€ MRC; NRC waived.  Tallinn/Frankfurt; 2000€ MRC; NRC waived.  Moscow/Frankfurt; 4000€ MRC; NRC waived.  Milano/Palermo; 2300€ MRC; NRC waived. 

Hi Everyone,  I want to thank my contacts, friends, customers, and carrier partners. In July I sold 1.5 Terabits of capacity. Mostly incredibly cheap European 100G waves. But that total does include my first Equiano 100G Nigeria/South Africa sale. 😀 A noteworthy achievement, and a personal best, which is highly gratifying. Thanks again.  Regards,  Roderick.