Subsea Cables & Internet Infrastructure

Like Firmina Anjana uses the Myrtle Beach CLS (DC Blox is the owner) for its US landing and is an extremely high capacity spatial division multiplexing cable with 24 fibre pairs. Design throughput is 480 Tbps. It is also a hyperscaler cable, a Meta project. The European landing is at Santander, Spain with Telxius providing the CLS. The name Anjana is a mystery to me. I assumed it was a Spanish name, but Anjana is also an Asian Indian female name that means complete and worthy.  Notable features include ***Record holder for highest capacity Trans-Atlantic cable at a half petabit day one. Note this is design capacity. It will undoubtedly be upgraded to even higher levels down the road. How much depends on coherent optics progress. ***Uses aluminum to conduct power. This works better than copper because it is lighter weight and less expensive. By using a slightly greater diameter aluminum can maintain the same voltage draw down as copper. ***Meta is landing the cable itself in US wate...

CNN reports that two American government officials say the most likely explanation for the outages is simply irresponsible behavior in the form of a Chinese cargo ship dragging its anchor. This contrasts sharply with German and Finnish officials who have insisted on sabotage. My own take is that the Americans are right. Nothing about the sabotage hypothesis is convincing.  There is no recorded incident of state sabotage of subsea cables since WWII's end.  Fishing boats and cargo ships dragging their anchors are responsible for approximately 70% of outages with the balance due to events such as debris slides in subsea canyon, loss of power, subsea earthquakes causing mudslides, etc. Historical data provides no examples of state targeting of subsea fibre optic infrastructure.  Most subsea cables are buried 1 to 2 meters deep to prevent damage. So locating them is difficult even for cable repair ships. Repair of the subsea cable SWM5 was delayed several weeks because the shi...

"Two subsea cables located in the Baltic Sea have recently reported faults. BCS East-West cable reportedly experienced a fault at 08:00 on Sunday 17th November and the C-Lion cable reportedly experienced a fault at 02:00 on Monday 18th November (times UTC).  There has been speculation and opinion shared on social media and from news outlets as to the causes of these two subsea cable faults. Many commentators have pointed towards deliberate action. However, at this stage there is no evidence to make any conclusive statement. Particularly since the Nord Stream Pipeline was damaged in 2022, the security of critical undersea infrastructure has been a central topic of discussion, and action, for both industry and government. For these and future incidents it is prudent to consider the following: -       The primary causes of cable damage in Northern European waters are commercial fishing or ship anchors, with a smaller proportion of faults...

Southern Cross subsea cable system is implementing ODUflex, which is a relatively new ITU standard that allows granular Layer 1 bandwidth. No longer are we limited to 100G, 400G, and 800G for either subsea or terrestrial networks. Interestingly enough, Hauwei proposed the new standard and was its primary champion. All wavelengths consist of optical containers and ODUflex allows optical containers to be stacked at 1.25 Gps intervals. So you can lease 1.25 Gbps wavelength up to 400G in 1.25 Gbps increments. Note that port sizes are still 10G, 100G, 400G or 800G. So to access a 150G transmission rate the customer needs 400G intefaces. Ciena is one of the the vendors to implement ODUflex along with Hauwei. More details here: https://lnkd.in/dZvNbubc. It is worth noting that granular bandwidth is being implemented on the newer cables which Southern Cross owns like Next.  The commercial motivation is poor take up of 400G wavelengths. The only real customers for 400Gs are very big bandwi...

Several data centre companies have asked for my thoughts on potential data centre sites that could exploit nearby subsea cable landings. Obviously there is a need for a new data centre in Marseille diverse to the Interxion sites. In fact, Telehouse Europe has such a plan, already has purchased a plot of land, and has LOIs from long haul carriers to bring it online. Quadrivium is retrofitting a former corporate data facility in Genoa to leverage 2Africa, Blue Raman, and the other cables that call it their home.  Trieste is my nomination for a future cable landing station and Internet gateway. The city has a large port that could easily accommodate subsea cables. Furthermore, the latency of an intercontinental subsea network landing in Trieste and delivering traffic to Milano, Zurich, Vienna, and Frankfurt is definitely lower than routing via Marseille and even Genoa. So Trieste offers diversity without a latency penalty for central Europe and Scandinavia.  Trieste was a great p...

It is important to keep in mind that the Facebook's W cable design is not finished. But reliable sources suggest it will originate at a Georgia or South Carolina CLS and first land in Nigeria. From there the cable will go to South Africa with a POP probably at the Cape Town Terraco campus. Then it sails for Kenya and up from Kenya to Oman before landing at Mumbai. Oman is becoming an important telecom hub with Ooredoo hosting the 2Africa CLS and lower connectivity costs than the UAE. I would not be surprised if Ooredoo also hosts W as well. By the way, branching units may be a better way to incorporate more countries into this cable network. Yes, my hands are not steady. I got Cs in Art in high school. 😀

Most Layer 1 bandwidth buyers focus their efforts on EXA's three Hibernia Atlantic cables, Aquacoms' AEC-1 and AEC-2 assets, and Marea and Dunant. As a group, those subsea networks probably account for 80% of wavelength transactions across the Pond. Two lesser well known alternatives are Amitié and Grace Hopper. Amitié means friendship in French. Not surprisingly, it connects Boston via a Lynn, Massachusetts landing at a Hibernia CLS to Bordeaux, France. This spatial division multiplexing 16 fibre pair main trunk cable is a Meta project. Meta owns 80% of the network capacity with the balance held by the minority partners of Orange, Vodafone, and Aquacoms. To be more precise, Amitié branches in the Eastern Atlantic to the UK and France. Twelve fibre pairs land at Bude, Cornwall, and sixteen pairs at the Orange La Porge CLS, a short distance from Bordeaux. Note that 16 pairs land in the US, but a total of 28 on the European side. The branching unit is using optical switching to ...

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...

 Anjana - The New Atlantic Leviathan Meta's Anjana cable will set a new record for Atlantic bandwidth with 24 fibre pairs each operating at 20 terabits for a total of 480 Tbps. It goes without saying that the cable is a spatial division multiplexing design. There has been a steady move South for new US cable landings over the last 15 years; Anjana is no exception. Around 2000 all Trans-Atlantic networks landed near New York or Boston. Then Marea and Dunant landed at Virginia Beach so they could directly link to Ashburn Equinix at the lowest possible latency as well as avoid 'hot spots' like New York. Now Anjana will land at Mrytle Beach, South Carolina. The farthest point South for a Atlantic cable connecting Europe and North America. See the CLS and beach manhole below. In Europe Anjana will land on Spain's North Coast at the new Telxius CLS in the city of Santander. Resiliency is the name of the game in the subsea cable world. That means physical diversity.  Meta has...

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 dem...