Subsea Cables & Internet Infrastructure

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

I n 2005 there were 7 high c apacity Trans- Atl antic subsea fibre optic networks connecting North  Americ a to Europe. Flag had two cables, Hibernia  Atl antic two as well, Level3 owned the Yellow cable, Global Crossing had  AC1, the PTTs owned TAT-14,  and  Apollo h ad two. In most cases the cables landed in either Ireland or the UK with most traffic destined for downtown London telecom hotels like the various partitions of Telehouse London (East & North at that time). London was Europe's key telecom hub. The other two important hubs were Frankfurt and  Amsterd am.  At the time Teli a Carrier was buying 10G waves 60 Hudson to Telehouse East for $38K a month. But that did not last long.  There was chronic excess capacity due to zombie subsea cables. In most industries if rates of return are depressed, firms exit the industry with their assets sold to be used in other sectors. Consequently, the industry produces less and prices rise pushing up cash flow margins. Not so in tel

The Atlantic at the 100G level ranges from $4K to $6K MRC. The cables deployed at or around the time of the New Millenium vary from $3,800 to $5K. Generally, new cables like Marea and Dunant command a premium because they directly connect Ashburn Equinix to Continental Euroipe with both Ashburn Equinix and at least two Paris Equinix facilities onünet. Both bypass Ireland and the British isles. So expect to pay in the $5K to $6K range on 2 or 3 year terms. And yes, you should pay the premium because Marea, Dunant, Anjana, and Nuveem all dramatically improve resiliency. The NYC/London cooridor is congested with most UK landings in Cornwall at Bude. Furthermore, UK surveillance of undersea cables is well known.  Any saavy buyer should be riding both NYC/London cables and also cables like Dunant and Marea that directly link Ashburn Equinix to the European continent. This physical diversity is not a luxury; it's essential. A special mention goes to EXA Express for NYC/London which is a

Eastern Light is building a hybrid subsea-terrestrial dark fibre ring connecting Sweden, Finland, the Baltics, Germany, Denmark, and Norway. This morning I interviewed their sales director to better understand this ambitious project. The fibre pair count is 3x 144 pairs or 432 in total. No lit optical circuits or wavelengths will be sold. Instead, customers will be leasing or purchasing via IRU fibre pairs that they will light using their own equipment. There are ILAs for the subsea spans located   on islands, but the short distances make them an option, not a necessity. However, some customers will undoubtedly prefer buying less and optically amplifying to juice the transmission rates. Because it is a dark fibre network, the customer base will be predominantly hyperscalers, big carriers including the incumbents (Telia's internationl network is old), university research consortiums, governments including their national militaries, NATO, and banks. In particular, hyperscalers are ex

Mist delayed due to hard rock at Indian CLS. Construction teams find the rock between the CLS and the beach manhole is too hard for directional drilling. A new path around the rock is required.  SMW6 will only go live in 2026.  APG down 12 months since start of 2023. Cursed cable.  2Africa struggling due to delays in the Northeastern Africa quadrant.  Bifrost behind schedule. Ground breaking on the Jakarta CLS was just in June and just a few days ago for the second CLS. Figure late 2025.  Peace cable is cheap in part because 40% of potential customers will not use it because Chinese companies built and equipped it. . Equiano 10G prices are relatively high because many carriers only offering 100G. There is a dearth of 10G providers.  Anjana and Firmina on schedule because neither cable is a consortium. Consortiums are too slow and make mediocre decisions.  Bay of Bengal Gateway capacity is low and prices rising.  2Africa 100G prices between Mombasa and South Africa are sky high in the $

 Like Anjana , Firmina is a content provider project. Google is the owner and bank for the 16 fibre pair (main trunk) spatial division multiplexing cable. The subsea network will connect the Myrtle Beach, South Carolina cable landing station to a Telxius CLS in Praia Grande (near Sao Paulo) and two other landings in Uruguay and Argentina. I think Google picked South Carolina because it represents a good latency compromise as some of the traffic is destined for Miami and some for Ashburn Equinix. It also improves the Google network's overall resiliency and its cloud infrastructure. I have noticed that Google has a tendency to run its fibre pairs at lower transmission speeds than Facebook. The design transmission rate for this system is 15 Tbps per pair whereas Facebook's Anjana is 20 terabits. So Firmina's design aggregate transmission rate day one is 240 Tbps. A quarter of a petabit.  Telxius has purchased a fibre pair on life-of-system IRU. I expect others will be looking

The wholesale telecom community eagerly anticipates the lighting of the ADC system. This 8 fibre pair cable has an intitial design capacity of 180 Tbps. It will serve China, Japan, Singapore, Philippines, Thailand, and Vietnam. NEC is building the cable. Consortium members include China Unicom, China Telecom, Singtel, Softbank, Tata, and one of the two Vietnam operator incumbents.  My sources tell me the current RFS estimate is January, 2025.  Good Singapore/Tokyo pricing available. Figure as low as $15K per monthon long term contracts.  SJC and SJC2 are relatively good complements as they do not share cable landing stations with ADC.  HK-SG 35.5 ms RTD. SG-TOKYO 66.5 ms RTD.  TOKYO-HK 44.5 ms RTD.  Singapore Landing Station: Tuas. Tokyo Landing Station: Maruyama. 

SEA-H2X: A Mystery Player Among Subsea Cables This cable is very under the radar. Very few industry insiders ever mention it. Yet, it is not an insignificant project. The main 8 fibre pair trunk directly connects Singapore and Hong Kong. It uses branching units to extend the cable to Malaysia, Thailand, Philippines, and a free trade Chinese port city known as Hainan. Hauwei Marine built it with advanced branching units that include optical switching as well as flexible power distribution. The cable's design capacity is 180 Tbps. At 20 Tbps a pair, I suspect there is upside throughput potential.  Interestingly enough, it is an open cable system so each consortium member selects and buys their own submarine line termination gear which I assume includes the DWDM kit. This helps to some extent alleviate the concern that Chinese security agencies have compromised the system. But there are other ways of eavesdropping other than infiltrating the terminal gear even though that is the best

Type of Cable System: Latest Generation Coherent Optics.  Open Cable System: Yes, and possibly the first for Southeast Asia.  Consortium Members: China Telecom, Singtel, Globe Telecom (Philippines), DITO (Philippines), Singtel, Malaysia Telecom, Global Transit, and UNN (Brunei).  Construction Status: On schedule.  Number of Fibre Pairs: 8.  Estimated RFS: 3Q2025. Day One Aggregate Throughput: 144 Tbps.  Salient Features: Three digit terabit cable between Singapore, China, HK, Malaysia, Vietname, and Philippines.  ALC connects Brunei, Hong Kong, Singapore, Philippines, and China. It is a 8 fibre pair system with minimum throughput per pair of 18 terabits per second. Hauwei Marine is building the system which should be ready for service 3Q2025. The project co-leads are Singtel and China Telecom. Hauwei's involvement will deter many foreign carriers from using the cable's transport services, but there are extensive commercial  ties and strong telecom traffic flows between Singapor

It is standard practice to bury subsea cables in shallow waters. This generally means the ocean or sea lying above the continental shelf. The shelf is really just that part of the continent that is submerged under water during the warm periods between the earth's recurring ice ages. During interglacial periods like now the shelves remain submerged and during each ice age the shelves become dry land as the sea levels fall due to less precipitation. Precipitation declines as the earth becomes colder and water is locked up in snow, ice, and glaciers on dry land. Indeed, during the last ice age the oceans were about 130 meters lower than today's levels and the continental shelves were dry land. In general, the continental shelves range from 100 to 200 meters below the water surface. At the continental shelf's edge the depths plunge down a steep slope to the bottom of the ocean. The purpose of burying is to protect a fibre optic cable from its most ferocious predators and enemi

Google has been a path breaker in the submarine cable world. It financed the first spatial division multiplexing cable across the Atlantic, namely the 12 fibre pair Dunant system . It is also the owner of the new 16 pair  Topaz system which directly links Canada to Asia and bypasses the US. Not to mention the billion dollars Google is spending to crisscross the Pacific with a web of new cables connecting Japan, Guam, Hawaii, Chile, Australia, Fiji, French Polynesia, and other island chains. Umoja is no less surprising than its predecessors. It has two key components. A new terrestrial fibre highway in partnership with Liquid Technologies that will head Northwest from Kenya's data centres to Uganda and then South to traverse and connect Rwanda, the Democratic Congo Republic, Zambia, Zimbabwe, and finally, South Africa.  The bane of sub-Saharan Africa has been the lack of domestic long haul fibre connecting the landlocked countries to each other and to the coasts where the subsea

Prior to Equiano and 2Africa, the African continent was arguably one of the most difficult places to do telecom wholesale. But India is catching up. The African continent has two open cable systems whereas India has none. Although LightStorm 's mission is to create and operate carrier neutral cable landing stations in India, I am not aware of any major cables in planning that will use them. Unfortunately, Tata and Bharti Airtel still control most  cable landing stations. And they are typically the only carriers that can provide back haul from the CLS to the rest of the country. Hence they have de facto monopolies on the subsea cables that they land. As a result a 100G wave from Mumbai to Marseille generally costs about $65K per month on the older systems, which is well above African market pricing for routers of similtar distance. Capetown to Portugal is now lower 30s at the 100G levl.  However, there is one international subsea cable that offers hope for buyers. The Bay of Bengal

My best guess is that this extraordinary project goes fully live by the end of the first quarter of 2025. So far only the Kenya/Tanzania/South Africa segments have been activated and it is not clear whether they passing live traffic at this point. For more details, click on  https://www.datacenterdynamics.com/en/news/2africa-cable-set-live-between-south-africa-and-kenya/.  The 2Africa subsea network is based on the principle of carrier neutrality. So in principle cable landing station ownership or operating licenses should not matter in carrier vendor selection. But until practice proves neutrality is being honored, it is best to request capacity from a provider that operates one or both cable landing stations. This advice does not apply to routes that use carrier neutral data centres to house the CLS. So, for example, the Genoa/South Africa path uses GN1 Equinix to house the CLS in Italy and also Teraco data centres. Opportunistic CLS behavior is far less likely when a carrier neutral

Facebook is great for photos and hence is ideal for a subsea cable group. Please join for great posts and discussion. Linkedin is passé. https://www.facebook.com/groups/971411328115938

I have teamed up with a nimble African carrier that can quickly deliver  100G waves on the Equiano   cable between carrier neutral data centres for $25K a month or less on 1 year contracts. Both Lisbon/Lagos and Lagos/South Africa routes. Best of all, the provider has a Lagos metro fibre network so it can extend your network on its own fibre from OADC where the Equiano CLS is housed to MDXI Equinix and other data important centres like Rack Centre. This offers significant cost savings over Bharti Airtel and China Mobile International.  We provide 100G wavelength rings between OADC, MDXI, and Rack Centre at prices far less than the customary market offers which vary from $7K to $11K per 100G span. Most Equiano cable capacity providers including t he Chinese and Indian carriers do not own fibre between the Lagos telecom hotels and hence their end-to-end capacity quote will rise by $5K to $10K once wavelength tails are included. Currently no dark fibre is available in Lagos. We offer di

2Africa Landings Luando, Angola Manama, Bahrain Moroni, Comoros Muanda, Democratic Republic of Congo Pointe-Noire, Congo Abidjan, Ivory Coast Djibouti City, Djibouti Port Said, Egypt Ras Ghareb, Egypt Suez, Egypt Zafarana, Egypt Marseille, France Libreville, Gabon Accra, Ghana Tympaki, Greece Mumbai, India Al Faw, Iraq Genoa, Italy Mombasa, Kenya Mtwapa, Kenya Kuwait City, Kuwait Mahajanga, Madagascar Maputo, Mozambique Nacala, Mozambique Kwa Ibo, Nigeria Lagos, Nigeria Barka, Oman Salalah, Oman Karachi, Pakistan Caravelos, Portugal Doha, Quatar Al Khobar, Saudi Arabia Duba, Saudi Arabia Jeddah, Saudi Arabia Yanbu, Saudi Arabia Dakar, Senegal Carana, Seychelles Berbera, Somalia Mogadishu, Somalia Amanzimtoti, South Africa Duynefontein, South Africa Ggeberha, South Africa Yzerfontein, South Africa Barcelona, Spain Gran Canaria, Canary Islands, Spain Port Sudan, Sudan Dar Es Salam, Tanzania Abu Dhabi, UAE Kalba, UAE Bude, UK Sources:  https://www.2africacable.net/, https://wiocc.net/2afr

The 2Africa is one of the most ambitious and important subsea cable projects ever undertaken. It spans a record 45,000 kilometers or 28,000 US miles. As the map below shows, it extends from Mumbai to Lisbon, London, Genoa, and Marseille and almost completely encircles Africa. 2Africa has a total of 46 landings which enable it to serve 33 countries across Europe, Asia, and Africa. It is unique in having several landings in several countries including 4 in Egypt, 4 in Saudi Arabia, 4 in South Africa, and finally 2 in Congo as well as Kenya, Mozambique, and Spain. A signature theme of the 2Africa project is to improvie network resiliency through physical diversity in the form of multiple, widely separated landings in key countries. For example, the subsea network brings much needed diversity to Nigeria's telecommunications infrastructure with the first CLS outside Lagos in the country's Southeastern region. Many hundreds of kilometers from Lagos.  The 2Africa cable is a spatial di