Subsea Cables & Internet Infrastructure

Respect your cat. He or she is smarter than the best AI models according to the well known and highly respected AI researcher, Yann LeCun, Chief AI Scientist at Facebook.  Yann LeCun is one of the world's leading AI developers and computer scientists. He was quoted in a recent YouTube video bemoaning the primitive state of AI: "The most intelligent AI systems don't have the common sense of a house cat. We are not even close to reproducing what cats do"."We are not yet at the level of reproducing the learning processes in a domestic cat's brain". Click here for the interview .  This is more evidence for the upcoming AI industry meltdown. It will lead to a massive oversupply of data centre space. 

Facebook is building a six fibre pair cable directly connecting Taiwan to the the United States with landings at Toucheng, Taiwan, Hermosa Beach, California, and Manchester, California. RFS is 2Q2027. The Hermosa Beach CLS is the well known facility built by RTI Holdings before its bankruptcy. In the submarine cable landing license application, Facebook noted that its motivation was the fact that US-Taiwanese traffic is growing rapidly each year. Due to the 12,000 kilometer length of the cable and the absence of any island landings for power, the design throughput per pair is a relatively low 12.8 Tbps or 76.8 Tbps aggregate initial capacity.  ORCA is an open cable so each fibre pair owner will operate and control its own submarine line terminating equipment with only power being under collective control. Since Facebook is the cable's sole initial owner, the open architecture suggests it will sell capacity on the system to third parties to recoup capital expenditures and share comm...

Like Firmina Anjana uses the Myrtle Beach CLS (DC Blox is the owner) for its US landing and is an extremely high capacity spatial division multiplexing cable with 24 fibre pairs. Design throughput is 480 Tbps. It is also a hyperscaler cable, a Meta project. The European landing is at Santander, Spain with Telxius providing the CLS. The name Anjana is a mystery to me. I assumed it was a Spanish name, but Anjana is also an Asian Indian female name that means complete and worthy.  Notable features include ***Record holder for highest capacity Trans-Atlantic cable at a half petabit day one. Note this is design capacity. It will undoubtedly be upgraded to even higher levels down the road. How much depends on coherent optics progress. ***Uses aluminum to conduct power. This works better than copper because it is lighter weight and less expensive. By using a slightly greater diameter aluminum can maintain the same voltage draw down as copper. ***Meta is landing the cable itself in US wate...

It is important to keep in mind that the Facebook's W cable design is not finished. But reliable sources suggest it will originate at a Georgia or South Carolina CLS and first land in Nigeria. From there the cable will go to South Africa with a POP probably at the Cape Town Terraco campus. Then it sails for Kenya and up from Kenya to Oman before landing at Mumbai. Oman is becoming an important telecom hub with Ooredoo hosting the 2Africa CLS and lower connectivity costs than the UAE. I would not be surprised if Ooredoo also hosts W as well. By the way, branching units may be a better way to incorporate more countries into this cable network. Yes, my hands are not steady. I got Cs in Art in high school. 😀

Several sources have whispered in my ear that META is planning a new 16 fibre pair cable that will encompass the world going from the US East Coast to the US West Coast via the Atlantic, Indian Ocean, and the Pacific. The most ambitious subsea project ever undertaken. I do not know the exact routing. I know that the cable will launch from the American East Coast and will go down the West African Coast to South Africa and then head straight to Mumbai. It is not clear if Europe will be online or not. From Mumbai it will head straight to Australia and then up to the US West Coast. I speculate that there may be branching units to Singapore, Malaysia, and Indonesia. But the basic routing is US/South Africa/India/Australia/US. What is not clear is if there will be branching units to add more countries to the cable.  This semi-secret cable reflects META's desire for network resiliency given the four month Red Sea down time that AAE-1 and other subsea cables suffered during the first half ...