Subsea Cables & Internet Infrastructure

Might close my first 100G into India today. 🙂 I recommend focusing for the next six months on the India/Singapore roiute as Red Sea construction of IEX, 2Africa, and SWM6 is on hold due to the possibility of missile strikes. In contrast, IAX and Mist do not face these issues. I understand that both Marseille and Singapore are essential peering points, but Marseille/Mumbai is likely to be hell for the foreseeable future. Put your incremental effort where it earns the greatest incremental return. Today is it is Mumbai or Chennai to Singapore. I am always available to provide your advice and guidance on your hunt for a Great Deal. 😃 

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 pr...