Subsea Cables & Internet Infrastructure

Technology: Spatial division multiplexing.  Fibre Pairs: 12.  Founding Father: Google Consortium Members: Google & Orange. The French PTT is best described as a junior partner.  RFS: January, 2021.  Route: Direct Ashburn Equinix to Paris. Landings: Virginia Beach, VA. Saint-Hillaire-de-Riez.  Notable Features: Second cable after Marea to directly link Ashburn Equinix to Europe. Dunant was first subsea network  in the world to deploy spatial division multiplexing and and achieve a two digit fibre pair count.  Dunant was the beginning of the spatial division multiplexing revolution. It was the first cable to leapfrog from the standard 4 to 8 fibre pair coherent optics paradigm for the Atlantic to the 12 to 32 pair spatial division multiplexing model that dominates today. Dunant went live January 19, 2021 with 12 fibre pairs and lit capacity of 250 terabits per second. However, the design capacity was even higher, 300 Tbps. The cable is named after the Swiss businessman Henri Dunant

Key Observations Lots of Faster cable capacity available. Third fastest Japan/US sysrem. TY4/1 Wilshire or CLS/DC combinations available. Figure $13.5 MRC to $17.5K MRC depending on exact end points on a 1 year contract.  Chinese carriers dominate AAE1 and they report no capacity left. Other Asian carriers were reselling Chinese capacity. Hence their cupboards are now bare as well.  Only 10G capacity available. SMW5 is also almost fully depleted. At this point it is a so-called 'diversity play' for AAE1. Despite the tight Red Sea lane fit and the fact that Egypt is single point of failure.  Peace cable is not ready til 1Q2025, but pricing is available and orders are being taken. One SVP of sales told me that Peace will put downward pressure on the Marseille/Singapore route. I do think that will happen, but not by itself. It is Peace plus SWM6 that will temporarily lower prices. Temporary because AAE1 and SWM5 are depleted, but demand is steadily growing. No end to the demand ts