Subsea Cables & Internet Infrastructure

Respect your cat. He or she is smarter than the best AI models according to the well known and highly respected AI researcher, Yann LeCun, Chief AI Scientist at Facebook.  Yann LeCun is one of the world's leading AI developers and computer scientists. He was quoted in a recent YouTube video bemoaning the primitive state of AI: "The most intelligent AI systems don't have the common sense of a house cat. We are not even close to reproducing what cats do"."We are not yet at the level of reproducing the learning processes in a domestic cat's brain". Click here for the interview .  This is more evidence for the upcoming AI industry meltdown. It will lead to a massive oversupply of data centre space. 

 The Coming AI Crash: Faking Intelligence Versus Real Thinking Yesterday's mini-crash of AI stocks is not surprising. AI related stocks have been priced to perfection reflecting the view that AI is a revolution on par with the industrial revolution or the transition from horse to combustion engine for transportation. But the crash is just the first symptom of a greater problem, namely that the technology does not live up to the hype. The large language models are impenetrable black boxes due to their nature; they are nonlinear statistical models with huge number of parameters. It is the huge number of parameters that make them power hungry beasts of requiring GPUs to estimate them. For details on the crash itself, read https://thetechcapital.com/tech-stocks-tumble-as-deepseek-triggers-1-trillion-market-crash/.  The term 'training an AI model' means exactly the same thing as estimation of a large nonlinear statistical model like the one below. I am a time series statistica...

Eastern Light is building a hybrid subsea-terrestrial dark fibre ring connecting Sweden, Finland, the Baltics, Germany, Denmark, and Norway. This morning I interviewed their sales director to better understand this ambitious project. The fibre pair count is 3x 144 pairs or 432 in total. No lit optical circuits or wavelengths will be sold. Instead, customers will be leasing or purchasing via IRU fibre pairs that they will light using their own equipment. There are ILAs for the subsea spans located   on islands, but the short distances make them an option, not a necessity. However, some customers will undoubtedly prefer buying less and optically amplifying to juice the transmission rates. Because it is a dark fibre network, the customer base will be predominantly hyperscalers, big carriers including the incumbents (Telia's international network is old), university research consortiums, governments including their national militaries, NATO, and banks. In particular, hyperscalers are e...