Subsea Cables & Internet Infrastructure

Rumors have been floating around for several months about a successor project to AAE1 known as AAE2. Like AAE1, the key goal is to connect Hong Kong and Singapore to India, the Middle East, and Europe. The core consortium includes PCCW, Telecom Egypt, Omantel, and Sparkle. Just like other recent projects such as SMW6, AAE2 will avoid the Red Sea. Instead, the cable will land in Oman, then traverse Saudi Arabia and Egypt to reach the Red Sea. I applaud the cable's designers for ditching the Red Sea. It was long overdue. However, a more logical approach is to avoid Egypt all together. The Saudi Arabian desert will be expensive. The consortium has increased both capex and opex further by using Egypt for transit. Egypt treats subsea cables the way a toll road treats cars. It extracts a monopoly fee from them. It makes no sense given that Israel has a competitive telecom market versus Egypt's pseudo competitive market.  Another interesting design feature is that Italy was mentioned ...

Juno is the Queen of the Olympian gods in Roman Mythology. This 20 fibre pair cable has design capacity of 320 Tbps, which makes it the highest capacity subsea network to connect the US to Asia. It lands at Grover Beach, California, and also has Japanese landings at Shima and Minami-Boso. NTT is the project's main backer and owner. The carrier clearly felt that two Japanese branches along with three cable landing stations (Softbank Maruyama, NTT Shima, and NTT Minami-Boso) would significantly improve resiliency given Japan's reputation for earthquakes and other natural disasters such as tsunamis. As is usual for a NTT project, it created a standalone company known as SerenJuno in which it has majority ownership to minimize risk. This way any misfortunes would not result in the parent company having financial liabilities. NTT is also extremely reserved about revealing capacity owners on the system. I have learned that PCCW is on the system. Details Ownership: NTT and Mitsui. Cap...