Subsea Cables & Internet Infrastructure

JAKO is a high capacity cable connecting Korea and Japan via a Busan, Korea, and a Fukuoka, Japan landing. Busan is a major Korean cable landing spot. Nine cables including JAKO land in Busan. The cable's consortium consists of Microsoft, Amazon, Arteria (important Japanese back haul carrier), and the Korean Dreamline company. Dreamline is a Korean carrier that provides tower services, metro and long haul connectivity. It is increasingly common for hyperscalers to team up with competitive carriers in Asia because the regional PTTs are viewed as difficult, slow to make decisions, and too concerned about protecting their home turf. Uncooperative is hyperscaler diplomatic language to describe the telecom incumbents. NTT is an exception to this generalization. Obviously this cable reflects Microsoft and Amazon's cloud and AI ambitions. No public information is available on the number of fibre pairs. Given the fixed costs associated with cable deployment and rapidly growing traffic,...