Subsea Cables & Internet Infrastructure

When you come to Europe, you go to Amsterdam. It's inevitable. Amsterdam is one of Europe's two main Internet hub, the other being Frankfurt. Also the city is a major logistics hub that is a good hunting ground for commercial telecom deals. 1. AM5 is one of the best data centers for Internet peering, but has no power for new clients or upgrades for existing ones. Novation is your best bet.  2. AM3, Nikhef, and AMS17 do have power.  3. Nikhef is the best deal for smaller players because there are no recurring cross connects fees, power is available, and fractional racks have no install charges. Peering opportunities are excellent with both AMS-IX & NL-IX present. Excellent site for both private ISPs and financial trading firms.  4. NorthC's two Amsterdam facilities have plentiful space to lease. Not a lot of connectivity providers yet, but could prove highly attractive to the server intensive crowd which needs a lot of racks and power.  5. Relined is highly reco...

The beauty of publicly traded telecom infrastructure companies is that they cannot shroud their business in secrecy. Below is a very high level breakdown of Equinix revenues over the last several years. In 2023 the company got $1.9 billion from interconnection, which is its euphemism for cross connects. It comprised 19.4% of 2023 revenues. I must confess I am bit puzzled by how slowly the cross connect revenues are growing because Equinix offers no volume discounts (in Europe even big long haul carriers get only a few Euros off) to anybody. Moreover, Equinix is indispensable in many cities like Zurich, London (Slough, UK), and Amsterdam (AM5 is the best single peering point in the city). A 3Q2024 investor presentation says the company has 478,000 total interconnections. Let's assume each is a cross connect. That implies $3,974 USD per year or $331 per month, which seems too low. I invite readers to comment if they have an idea of what explains the discrepancy between the standard $...