Subsea Cables & Internet Infrastructure

Microsoft has filed an application to do a geophysical survey for a new subsea fibre optic cable connecting Ireland to the UK. The Irish Maritime authority has blessed the application. Tuskar is the name of an Irish lighthouse located on a rock in the Irish Sea. It was the first Irish facility to be powered by electricity. The cable's tentative design is to land at Kilmore Quay on the Irish side with the British landing at Newgale in Wales. Again, I expect a 96 fibre pair unrepeated cable system.  Some of my readers have expressed skepticism that Microsoft would be building its own cable when there have been several carrier builds across the Irish Sea in the last five years. EUNetwork's Rockabill unrepeatered cable has 96 fibre pairs; it went live in 2019. Aquacomms CeltixConnect-2 cable is an unrepeatered system that went live March 2022. And that's not at all. Zayo has 24 fibre pairs on the power cable Interconnector East-West.  But here's the thing. I don't think...

Microsoft has applied for several maritime usage licenses to do ship geophysical surveys of proposed routes for new subsea cables connecting Ireland to the UK. Its SOBR2 cable will connect Ireland to Wales as opposed to the usual Cornwall landings. It will apparently land at Malahide Beach or Portmarnock on the Irish side. Another possibility is a branch with a landing at both Malahide and Portmarnock. Details are very sparse on the cable itself. My educated guess would be a 96 pair unrepeatered cable because it minimizes capex while maximizing bandwidth punch with such systems easily pushing a couple petabits per second. The site survey will focus on the top three meters of the sea floor. It will take samples to ascertain the texture and composition of material with an eye towards a deep burial of the cable itself if possible. The samples will help determine not only burial depth but also how well armoured the cable will be. The Irish Sea is notorious for fibre cuts due to trawler fis...

Amazon Ireland has applied for a maritime usage license to land a planned cable connecting Ireland to the United States. It is considering landing the cable near Castlefreke on Ireland's Southeast Coast in County Cork along a stretch of beach called the Strand. Amazon has made no public announcement so far. Here is the filed application . I discovered this when I came across a local Irish newspaper that mentioned that Amazon was looking at a nearby beach for a cable landing. I then did a Google search and found the filing. All these filings are posted online and they are 'leading indicators' as economists would say of what is going to happen.  No Trans-Atlantic subsea cables currently land on Ireland's South Coast other than EXA's Express and that is part of the reason that Amazon finds it so appealing. Such a cable would be physically diverse at least on the terrestrial side to the Irish Sea and older Atlantic cables like Hibernia North and South and AC1. I can nev...

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...