Subsea Cables & Internet Infrastructure

***Senegal is the one of the most challenging on-net 2Africa countries. 1. Sonatel appears to have a monopoly on Dakar metro fibre. This spells trouble. 2. Sonatel's landline infrastructure monopoly may be one reason many 2Africa consortium members declined capacity into Senegal, despite its strategic location as the natural Northwest Africa telecom hub. Another reason might be their lack of mobile operations in that country as Senegal is a small market. 3. ONIX data center is the place to be in Senegal. Carrier neutral and on-net for 2Africa. Most African ISPs coming to me for advice plan to make ONIX their home. 4. I expect 100G pricing to be high due to the dearth of capacity. Figure low 30s for 100Gs to Europe and upper 20s for 100Gs to West African countries. ***Ghana is much friendlier. Many 2Africa carriers are on-net at the CLS and also the very popular PAIX data center. In fact, I know one that has built a ring from the CLS to PAIX reflecting strong demand for the latter. ...

Funke Opeke, the CEO and founder of MainOne, resigned after selling her firm to Equinix for $320 million. MainOne was one of the first carrier neutral data centre companies in Nigeria and its MDXI facility is almost a must-have for ISPs. MainOne began life as a subsea cable company. At some point Opeke realized that carrier neutral data centers was an attractive business due to high occupancy rates and significant customer switching costs. Moreover, since African data centers often lack good connectivity, the MainOne cable was an excellent complement to any data center facility. MainOne just opened a new facility in Ghana, one of Africa's bright spots in terms of political culture, economic development, and pluralism. Click on this for more details https://thetechcapital.com/funke-opeke-resigns-as-ceo-of-mainone-following-320m-equinix-deal/. I guess I am too woke for the old telecom guard who have often expressed me to the idea that appointing women as senior managers is '...