Subsea Cables & Internet Infrastructure

Singtel is leading a consortium of Asian carriers and American tech giants that will finance a new intra-asian cable connecting Japan, Singapore, Brunei, Indonesia, Malaysia, the Philippines, Taiwan, and South Korea. Details are sparse. Press releases say it will be a high fibre count network. My guess is at least 12 pairs and as much as 24. Two core fibre is also a possibility given NEC's participation. What is striking is that SJC2 and ADC just went in service with Apricot also expected to be RFS this year, yet here is another cable with a similar Southeast Asian footprint under development. This suggests to me that traffic is growing faster than anticipated with the carriers under pressure to catch up to the rapidly growing market. The other notable feature is the absence of any landings in Hong Kong or mainland China. Since China has emerged as the regional bully, the cable's name is probably not a coincidence. Consortium members include Singtel, Amazon, Micro...

The AFR-IX cable project has selected Nokia as their primary coherent optics vendor. Medusa will deploy the Nokia 1830 platform that supports coherent optics. Nokia's Infinera acquisition provides the ICE7 coherent optics. This equipment announcement illustrates how slowly the interesting Medusa project is moving. This project was announced in 2020. While it is smart to delay terminal gear purchases towards the end of the project, subsea cable projects have not historically taken upwards of six or seven years to finish. I can only speculate on the cause of these delays. The system has many landings in dysfunctional North African countries where governments are authoritarian, corrupt, incompetent or compromised by their ownership or control of PTTs. Cable ships are scarce. So booking them for the deployment may have been a big obstacle. I am disappointed that Medusa made the 'safe choice'. Big projects with lots of cash usually end up picking either Ciena or Infinera for the...

1. The UK, South Africa, and Portugal POPs are passing traffic today. A. UK POPs include Slough Equinix for most 2Africa consortium members. Many are also at Telehouse London.  B. Lisbon includes both LS1 & the new Altice facility. C. South Africa: CT1, CT2. 2. Raxio is the main 2Africa POP in Abidjan, Ivory Coast. Hand offs also include the CLS itself. Originally the planned PAIX data center was intended to be the main 2African POP. However, it is either cancelled or delayed. Not clear at this moment as I have received conflicting opinions.  3. 2Africa Lagos POPs include MDXI and also new Digital Realty site. The former Medallion DC where most 2Africa SLTEs will be housed only opens its doors in late September. So Lagos may not be live til late 2025. 4. There are plans to extend 2Africa from the Pointe Noir and Muanda cable landing stations to Kinshasa OADC. It will take the form of a fibre ring. The Kinshasa back haul fibre was part of the original 2Africa network plan. ...

1. 2Africa is vastly superior to the older African cables in cost, performance, and footprint. It has 9x the capacity of WACS or ACE. Cross connects are capped at $150 per month at the CLS and most hand offs are at carrier neutral facilities. The cable is buried 2 meters in deep in shallow coastal waters (1000 meters or less in depth) versus 1 meter or less for older systems. It bypasses all known danger spots such as subsea canyons with their debris slides. 2. Sénégal A. ONIX is the main 2Africa POP in Dakar. Note that consortium members are free to place their SLTEs where they desire in Dakar. So other sites may also be on-net. The Dakar CLS just houses the power feed equipment. B. ONIX just opened its doors to customers so expect 2Africa service to begin near year's end. C Sénégal is a significant challenge for capacity buyers because at least one major consortium player elected to skip it. D. I have great 100G pricing for the LS1 to ONIX route at $17.5K a month on a 1 year term...

This project seeks to link Asia to Europe via the Saudi Arabian desert. Telecom Egypt is not a consortium member, which suggests it will bypass Egypt to avoid transit fees and provide new network routing diversity. Frankly, little known is about the project. Key consortium members including center3, a Saudi Telecom subsidiary, the Cyprus incumbent, a Greek power company, and a Greek satellite company. The consortium was formed on May 31, 2022. In May 2023, center3 signed a supply contract for the project with ASN. A supply contract in force suggests the consortium has raised the $850 million required to complete the project.  I believe the high price tag reflects either a new route across the Saudi Arabian desert or a high fibre pair count. The project is bound to be controversial in Saudi Arabia because the terrestrial route traverses Jordan's Aqaba data center and reaches the Mediterranean Sea via Israel. Note that the Jordan label is much larger than the Israel label. This proba...

More details on the 16 fibre pair SMAP cable that will connect key Australian cities including Perth, Adelaide, Melbourne, and Sydney. Australia has traditionally been cursed by very high subsea capacity pricing. Right now there is a burst of construction on both land and at sea including Subco's SMAP, a new Google cable linking the continent to the US, Telstra's new 14,000 kilometer backbone, the publicly owned national backbone known as NBN, etc. SMAP is a 400 Tbps system. It is possible that it will be cheaper for ISPs to connect Australian cities by taking 100G or 400G waves on SMAP as opposed to terrestrial capacity or SMAP will be a protect path for terrestrial routes.  We are seeing a host of subsea cables that connect major cities in a single country. Other examples include the Confluence-1 network linking East Coast American cities and the Unitirreno project doing the same for Italy. It is an open question whether these cables will attract sufficient demand to be succe...

***It is worth emphasizing that the DRC 2Africa CLS is a carrier neutral facility where all clients are treated equally with non-discriminatory and cost-based pricing and consortium-imposed performance standards. Moreover, there are several diverse fibre routes from the CLS to Kinshasa, which has several new carrier neutral data centers. The DRC market could be particularly interesting as it traditionally been a hell hole for telecom carriers. This means wholesale ISPs can sell at high transit prices. ***The other Congo (Brazzaville) is also on-net for 2Africa. And I can get you fibre transport across the river at wholesale prices to the DRC. 🙂 ***Special Note: ACR2, a Digital Realty data center in Accra, Ghana, is where most 2Africa capacity carriers keep their SLTEs.

***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. ...

AAE1 is the lowest latency path for the all-important Marseille to Singapore route. Also the lowest latency for Frankfurt via Bari, Italy to Singapore. Buy now to avoid your boss beating you with a big stick! 😃 

Turkey has bee a very tough market for global ISPs. Until EXA lit terrestrial fibre a few years ago across the Bulgaria's border with Turkey, 100G pricing was $15K per month and above. EXA now dominates the key Frankfurt to Istanbul route with lower pricing. But the situation is not ideal. Physical diversity is an illusion across the narrow border with one conduit system carrying much of the international traffic. Sparkle's old Mednautilus system does provide an alternative to the land routes, but it's primacy has been too high for foreign ISPs in Turkey to flourish. Sparkle has signed a memorandum of understanding with Turkcell to build a subsea cable that will land in the Instanbul suburd of Izmir and at Chania, Greece. The yet unnamed cable will interconnect at Chania, a Greek island, to the BlueMed cable which will carry the traffic to Marseille, Milano, and other key telecom hubs. We have few details on the cable itself other than a target design throughp...

A point: MRS1; Z point: SG1; Express Route; $31.5K MRC; 1 Year. Target RFS Date : Mid of June, 2025

Facebook is building a six fibre pair cable directly connecting Taiwan to the the United States with landings at Toucheng, Taiwan, Hermosa Beach, California, and Manchester, California. RFS is 2Q2027. The Hermosa Beach CLS is the well known facility built by RTI Holdings before its bankruptcy. In the submarine cable landing license application, Facebook noted that its motivation was the fact that US-Taiwanese traffic is growing rapidly each year. Due to the 12,000 kilometer length of the cable and the absence of any island landings for power, the design throughput per pair is a relatively low 12.8 Tbps or 76.8 Tbps aggregate initial capacity.  ORCA is an open cable so each fibre pair owner will operate and control its own submarine line terminating equipment with only power being under collective control. Since Facebook is the cable's sole initial owner, the open architecture suggests it will sell capacity on the system to third parties to recoup capital expenditures and share comm...

Amazon Ireland has applied for a maritime usage license to land a planned cable connecting Ireland to the United States. It is considering landing the cable near Castlefreke on Ireland's Southeast Coast in County Cork along a stretch of beach called the Strand. Amazon has made no public announcement so far. Here is the filed application . I discovered this when I came across a local Irish newspaper that mentioned that Amazon was looking at a nearby beach for a cable landing. I then did a Google search and found the filing. All these filings are posted online and they are 'leading indicators' as economists would say of what is going to happen.  No Trans-Atlantic subsea cables currently land on Ireland's South Coast other than EXA's Express and that is part of the reason that Amazon finds it so appealing. Such a cable would be physically diverse at least on the terrestrial side to the Irish Sea and older Atlantic cables like Hibernia North and South and AC1. I can nev...

BW Group purchased the Hawaiki cable in July, 2021 from the Hawaiki Submarine Cable Limited Partnership. The Partnership's original plan was to build a sister cable known as Hawaiki Nui (Great Hawaiki). BW, a Singapore company, has pursued this idea and finally signed earlier this year a Memorandum Of Understanding with TELIN, the international cable subsidiary of the Indonesian PTT. The MOU is really the partnership or consortium agreement and typically only happens once funding has been secured and all parties are fully onboard. The fact that Hawaiki Nui cable was announced in 2021 and just achieved the critical MOU milestone tells me that it has been very difficult to get this project off the ground. My speculation is that the cable's estimated cost is very high because it requires deep burial in the shallow waters of Indonesia; moreover, a very thorough and expensive marine survey is also necessary. Another challenge is that the cable's route requires Indonesi...

C-Lion Cable Down In Baltic Sea C-Lion is an 8 fibre pair high capacity linear cable that went live in 2016. Transmission rate is 144 Tbps. The cable connects Helsinki data centers to Frankfurt via a cable traversing the Baltic Sea. C-Lion lands at Rostock, Germany, and at Helsinki. The Finnish government financed, owns, and operates the subsea network in the national interest. One goal of the project was to reduce network dependence on third country transit via Sweden or the Baltics. Another was to provide enough capacity to grow the Finnish data center market.  Finland offers many advantages for large data centers. Its cool climate dramatically lowers cooling costs as well as extending server life spans. There is also attractively priced, reliable, and abundant power in the form of hydro, nuclear, and wind. I think the large Google data center in Hamina, Finland opened the government's eyes to the economic potential that subsea capacity unlocks. Indeed, Google announced just a fe...

Telecom Egypt and Mobily are cooperating on a new subsea cable connecting Egypt and Saudi Arabia. Telecom Egypt is a PTT whereas Mobily is a competitive Saudi Arabian mobile operator. Few details regarding the project are available. Mobily is financing the project whereas TE is the cable landing partner. This project reflects a broad trend where competitive mobile providers are becoming more involved in connecting Middle Eastern countries both to reduce their own costs and also create strategic alliances. In fact, Mobily is following the same game plan as the much larger Vodafone and Bharti Airtel. As mobile voice and data traffic becomes increasingly international, mobile providers acquire more international capacity and often the wholesale market. Typically, they buy more than they need themselves because bigger purchases lower per bit costs. Then they sell the excess capacity in the wholesale market. This is how Bharti entered the wholesale telecom market. Most likely this new cabl...

The network topology was originally designed to bypass both the Red Sea and Egypt. Instead, the cable goes from Sify's Mumbai CLS to a branching unit near Bubar. It splits North to land at Barka, Oman whereas the main trunk heads Southwest to land at Salalah, Oman. Then back to sea to Djibouti, which is the Internet gateway for a group of landlocked African states like Ethiopa and South Sudan. From Djibouti it heads North through the Red Sea to come ashore at Duba, Saudi Arabia. The cable goes terrestrial from this point up to a modern carrier neutral data center at Aqaba, Jordan. Then the terrestrial route crosses into Israel and eventually terminates at the Sparkle CLS near Tel Aviv. From there it traverses the Mediterranean Sea to ultimately come ashore at Marseille and Genoa. Marseille Interxion and a Milano data center campus called Stack Infrastructure are the key European subsea cable POPs. The Genoa POP is Equinix GN1.  I am a bit disappointed because early reports suggeste...

I n 2005 there were 7 high c apacity Trans- Atl antic subsea fibre optic networks connecting North  Americ a to Europe. Flag had two cables, Hibernia  Atl antic two as well, Level3 owned the Yellow cable, Global Crossing had  AC1, the PTTs owned TAT-14,  and  Apollo h ad two. In most cases the cables landed in either Ireland or the UK with most traffic destined for downtown London telecom hotels like the various partitions of Telehouse London (East & North at that time). London was Europe's key telecom hub. The other two important hubs were Frankfurt and  Amsterd am.  At the time Teli a Carrier was buying 10G waves 60 Hudson to Telehouse East for $38K a month. But that did not last long.  There was chronic excess capacity due to zombie subsea cables. In most industries if rates of return are depressed, firms exit the industry with their assets sold to be used in other sectors. Consequently, the in...

EXA has emerged as the dominant player on the Atlantic routes. Its original subsea network consisted of the the highly diverse North and South Hibernia cables complemented by the much faster and younger Express cable.  North EXA cable was RFS 2001. It connects London & New York via landings highly diverse to its competitors. North lands in Canada at Halifax and at Southport, UK. In contrast, most Atlantic cables land near New York City and in Cornwall near Bude. North's diversity makes it an excellent choice for network planners focusing on resiliency. Obviously, the cable's latency is high, but that is generally the tradeoff one must accept to achieve physical diversity. I think the RTD 60 Hudson/Telehouse London is probably 76 ms. dfs South EXA cable was also RFS 2001. It lands at the same CLS as North on both sides of the Atlantic. I believe the latency is slightly higher.  Express was built much later (RFS 2015). It is designed to be the lowest latency path f...

Meta's Anjana cable sets an Atlantic bandwidth record with 24 fibre pairs each transmitting 20 terabits per second for a total of nearly a half petabit. This huge capacity reflects its spatial division multiplexing (SDM) design. Traditional subsea cable designs maximize capacity per pair, but this leads to nonlinear signal distortions once a threshold is exceeded. Hence additional power to boost the rate above the threshold yields only small gains. This inefficient use of power limits fiber pair counts to 8 or less per cable with most cables rarely exceeding 150 Tbps. In contast, SDM increases the total bandwidth punch by operating each pair at lower transmission rates to avoid these nonlinear signal distortions. In turn, the lower transmission rates free up power to support enough more pairs to sharply raise total cable throughput, which ranges from 200 Tbps to a half petabit per second.  Another notable feature of Anjana is that it lands at Myrtle Beach, South Carolina, and Santa...