Subsea Cables & Internet Infrastructure

1. Ellalink connects Europe to Brazil. It offers a unique fibre optic path between Brazil and Europe. It is also much shorter than combining an Atlantic cable with a South American cable or an African cable with SACS or SAIL. Ellalink sharply lowers latency for traffic whose end points are South America and Europe. It adds resiliency as well to the regional telecom ecosystem. Wave costs are over $10K for a 10G and from the upper 20s to low 30s for a 100G.  Nonetheless, it struggled to get private funding because there is simply not a lot of traffic between Portuguese speaking Brazil and Europe. Most South American ISPs can more cheaply and conveniently do their peering and pick up content in Miami. A 100G wave from the Sao Paolo Equinix complex to the Miami NAP is now under $10K. That is a third less than going to Europe via Ellalink to pick up the same content or peer with the same counterparts. In fact, Ellalink should be cheaper than moving traffic from South America to Europe v...

This project excites many powerful groups in Europe. Scientists want to equip the cable with sensors to study the Arctic Ocean while the EU wants to strengthen its influence on the Far North and also create a unique, low latency communication link with Asia that bypasses North America. It is in large part about infrastructure sovereignty. The benefits are quite clear. Indeed, they are at first glance compelling. Right now the EU has given a few million Euros to a consortium of carriers and educational networks to design it and perhaps conduct the geophysical survey. Unfortunately, the reality is more complicated. Indeed, the project has two Achilles Heels. A single cable is likely to be down a good deal of the time. That is the track record of Arctic cables: outages take in many cases 4 to 9 months to fix. So it is necessary to build a ring, which means two diverse subsea cables. So the total project cost doubles. But that is just the beginning of the challenge. Most cable ships cannot...

A point: Ashburn Equinix or 56 Marietta, Atlanta. Z point: Madrid Interxion 2. Term: 3 Years Bandwidth: 100G. Service: Layer 1. MRC: $5,990. NRC: $0.

The consortium has been coy regarding its plan to bypass the Red Sea. My initial guess was that SMW6's main trunk would land in Oman and head across the Saudi Arabian desert to Egypt. I know more now. The main trunk will land in Bahrain and Kuwait and then go overland to Jeddah. If you view the map, you can see there is a highway making an almost straight line from Bahrain via Riyadh to Jeddah. This approach makes sense because it uses an existing right of way and hence sharply reduces deployment costs. I don't know whether existing terrestrial SA fibre was used or new stuff blown through an empty conduit. Any Saudi terrestrial capacity will be very expensive although pricing may have been tempered by the desire to get the consortium to adopt the route as part of the main trunk. It will be interesting to see if Blue-Raman, Africa-1, 2Africa, and other stalled projects follow a similar path. Such an outcome would be upsetting for many Middle Eastern in the vicinity of the Red Se...

Both Indigo West and SJC are experiencing outages. I suggest trying ADC as non-Chinese capacity is available on favorable terms for three year contracts. TATA and TELIN are good choices. I can help with either of them. For Chinese capacity, I believe China Unicom has some very aggressive deals as well. Contact Omer Tariq in London or Georgio Garguillo in Milano.  SJC went live in 2013. Its design capacity is 28 Tbps and the cable has six fibre pairs. It connects mainland China, Hong Kong, Japan, the Philippines, Singapore, Brunei, and Thailand. Both Sub.com and NEC built the system. The SJC consortium is large and includes China Telecom, China Mobile International, KDDI, Taiwan PTT, Singtel, TOT, Google, and a subsidiary of the Brunei PTT. 

Outage started 36 hours ago. No information available other than customers are reporting no data passing their links. If you need Australia connected to Singapore, it is possible to create a protect path via Guam. But it will not be cheap.

1. Capacity shortages will develop within 2 years because Equiano and 2Africa are insufficient given the vast number of countries they serve. Only South Africa and Nigeria have adequate capacity. But for many countries 2Africa is the only truly modern and reliable system with good long haul pricing and reasonable cross connect fees. Now 2Africa is 180 Tbps, but serves at least 30 countries in total. Even if we exclude the Pearls component, we are looking at Egypt, Italy, France, Portugal, UK, Sudan, Djibouti, Kenya, Somalia, Seychelles, Tanzania, Mozambique, Madagascar, South Africa, Angola, the two Congos, Gabon, Nigeria, Ivory Coast, Ghana, Senegal, Togo, and Senegal. I count 27 in the core African network. Divide by 180/27=6.7 Tbps. Capacity shortages are almost guaranteed particularly given some migration from the older, less reliable systems with their high cross connect charges to 2Africa and Equiano. One factor that may alleviate stress on the telecom...

The Pacific and Southeast Asia have two major telecom hubs: Tokyo and Singapore. Tokyo's status reflects its importance as the capital of one of Asia's largest economies with huge trade and financial flows with the United States as well as a defense treaty. Tokyo dominates Japan like Paris does France. Singapore's emergence reflects Hong Kong's downfall due to the Chinese government's failure to honor its commitment to HK autonomy. China requires any political candidate for HK office to be approved by it. Hence every HK politician is de facto a Beijing puppet. Secondly, China's security laws allow the arrest of anyone criticizing the Chinese government. The collapse of HK's rule of law is illustrated by numerous arrests of anyone peacefully opposing the government. You can go to jail for wearing a T-shirt advocating HK independence. In contrast, Singapore is neutral in the geopolitical war between the US and China and its judges are independen...

A good Tech Capital article on the new wave of American Tech Giant cables in Asia:  https://thetechcapital.com/subsea-shake-up-how-new-cables-are-wiring-southeast-asias-ai-era/. My list of the most important new cables: 1. Apricot is a 12 fibre pair Southeast Asian cable with throughput of 290 Terabits. It bypasses China, Hong Kong, and the South China Sea in a clear signal to the Chinese government to get lost. Google and META are consortium members. 2. Echo is a 12 fibre pair Pacific cable directly linking Singapore to the United States. It has 144 Tbps throughput. Google and Facebook are equal partners in the project. The lower throughput reflects the 20,000 kilometer length of the cable. Same holds true for Bifrost. 3. Bifrost is the sister cable linking Singapore to the US. Its digital horse power is 180 Tbps. 4. Waterworth is a 480 Tbps behemoth with 24 fibre pairs. We still don't know the exact landing points in Asia. It will land on both the West and East coasts ...

GNC is Guam's main carrier neutral data center. It doubles as a cable landing station. Usable colo space is 650 square meters. It has access to 2 megawatts. Guam's main energy source is diesel. A couple cables house their network equipment at the facility, including the Japan-Guam-Australia North and South networks (Google). The main problem for carriers considering Guam is that the PTT controls metro connectivity between the cable landing stations and data centers. The incumbent TeleGuam is a problem because it charges 10 to 20 times the kilometer rate as in developed Western cities like Amsterdam. A 100G metro wave ranges from $5K to $8K per month. That is more than 20% the cost of 100G waves from Singapore to Guam. One can get a dark fibre pair between Amsterdam data centres for 300 to 400 Euros a month. Guam offers the Pacific something it badly needs, a third telecom hub. Not an important place for peering, but ...

As most of you know, Google is building a subsea cable ring between Christmas Island and Australia. I speculated last week that Christmas Island might be where the planned South Africa to Australia Umoja cable would land. It turns out that the new cable, Dhivaru, will connect the new rising Middle East subsea cable hub of Oman to Christmas Island with a stop in the Maldives. The term 'dhivaru' refers to the rope used to control the sail on traditional Maldivian ships. So the Google plan is quite clear. Google is creating an Indian Ocean subsea cable ring connecting Africa to Australia via Umoja and the Middle East to Australia via Dhivaru and the Bosun cable linking Christmas Island to Darwin. I think that all these Google cables will be 16 or 24 fibre pairs pairs. Certainly not less than 16, but not exceeding 24, as traffic cannot justify it. At first glance there are losers and scorned parties. None of these cables land in India, which might reflect India's subsea cable r...

Tabua is part of Google's grand Pacific Initiative, a project to build a mesh-like web of subsea cables connecting Japan, the US, Australia, and many Pacific islands. The islands include Guam, Fiji, Hawaii, and French Polynesia. These islands play a crucial role: they provide power to keep throughput at higher levels than otherwise possible. Another key role for the islands is as telecom switching hubs with each cable landing station serving several high capacity cables.  Tabua is a standard 16 fibre pair spatial division multiplexing cable with two branches landing on the Australian and American sides. Design throughput is 17 Tbps per fibre pair. This dual branch approach has become popular because if the Queensland branch is damaged, traffic can be switched to the New Wales CLS with fibre linking the two cable landing stations. Similarly, on the US side, it lands in Hawaii and also Los Angeles. If the Hawaii/LA segment fails, then the traffic can be routed via other cables landin...

- 2Africa is much more expensive than Equiano. The 2Africa 100G pricing is $25K and above excluding tails for Lisbon to Lagos. In contrast, Equiano 100G pricing is below $20K now. Similarly, Equiano 10G pricing gravitates around $5K versus $10K on the same route for 2Africa.  The reason for this disparity is that the 144 Tbps Equiano cable primarily serves South Africa, Portugal, and Nigeria. In contrast, the 180 Tbps 2Africa network serves over 30 countries and Facebook kept 4 of the 16 pairs for itself. Note that the 2Africa map does not include the Pearls extension of 2Africa to the Persian Gulf, Pakistan, and Mumbai.  Another sign of the impending capacity crunch is the unwillingness of 2Africa consortium members to sell IRUs. An IRU is a long term capacity sale ranging typically dffrom 10 years to life of system. Carriers will not sell IRUs if they expect future capacity shortages or think they are likely. Many of these carriers have transit backbones that they must keep ...

Google's Bosun cable will connect Christmas Island, located in the East Indian Ocean, to Darwin, Australia, site of a large military base with rotating contingents of Japanese and American soldiers. The project was announced near the end of 2024. At the time it struck me as a bit strange. Google's new cables across the Pacific will do a lot of island hopping. This allows the power to be boosted, the islands can serve as traffic switching centers if they are hosting multiple cables, and complete OEO regeneration can be done. Voltage drops as electricity flows through the copper or aluminum current conductor. So the advantage of powering a cable at intermediate points is clear. It enables higher end-to-end transmission throughput. A key aspect of Google's Pacific projects is better resiliency. The easiest way to do that is a put a small prefabricated modular CLS on an island and land multiple cables there. There Layer 3 switching can divert traffic in case a ca...

A point: TY3. Z point: 2905 Diehl Road, Aurora Illinois. Service: 10G Wave (Layer 1). Subsea Cable: Topaz. MRC: $11,999. NRC: $1250. Term: 1 Year.

Most financial traders rely on the PC-1 or Topaz subsea cables to move market data and orders between the Japanese Stock Exchange and the Chicago Mercantile Exchange. But all subsea cables eventually experience outages. Highly diverse, yet low latency protect path using new Juno network. Layer 10G pricing is great. A-end address: Tokyo Equinix TY3 Z-end address: CME Aurora data centre. Bandwidth: Linear 10G (unprotected). RTD: 122ms or lower. 12M Quote OTC: USD 5,000 MRC: USD 8,000 24M Quote OTC: USD 5,000 MRC: USD 7,800 36M Quote OTC: USD 5,000 MRC: USD 7,650

1. ASE; 100G Wave; Tokyo/Singapore; $19K MRC; 2 Years. 2. AAE1; 10G Wave; Marseille/Singapore; $3,500 MRC; 3 Years. 3. Juno; 100G Wave; Tokyo/LA; $16,461 MRC; 3 Years. 4. ADC; 100G Wave; HK/Singapore; $12.3K MRC; 3 Years. 5. Faster; 100G Wave; TY2/Coresite LA; $18.2k MRC; 3 Years.

 Capacity: 100G (PEACE) A-End: Mombasa B-End: Marseilles Term: 24 Month MRC: $40,500 NRC: $ 15,000

Author: Dmitry Kovsh. Subcom employee. Presentation Available Upon Request. In his presentation Dmitry focused on designing wet plant for open cable systems. Wet plant is everything in the water up to the beach manhole. The main components are the fibre optic cable and optical amplifiers. I define an open cable system as one where capacity owners manage individually their capacity. This business model involves capacity allocation by fibre pair or a percentage of a fibre pair's spectrum. Big capacity owners own one or more fibre pairs. Smaller players own spectrum called either a quarter fibre pair or half fibre pair. As the name suggests, a quarter fibre pair means the owner has exclusive right to use 25% of the fibre pair's usable spectrum. Similarly for a half fibre pair. Spectrum ownership means the cable delivers usable spectrum on a fibre pair defined by upper and lower frequency limits. The spectrum lying in the frequency range belongs to the owner for the te...

The eight fibre pair ADC system went live in November of last year. Its design capacity is slightly above 160 Tbps. Consortium members and large capacity owners include China Telecom, China Unicom, PLDT (the Philippine incumbent), Singtel, Softbank, TATA, and Vietel. TATA owns a fibre pair marketed under its own brand, TGN-IA2. NEC built the Asia Direct Cable. ADC 100G pricing for the Singapore to Tokyo route varies from $13.5K to $18.5K MRC on three year contracts. If you wish to avoid Chinese carriers, yet enjoy competitive pricing, TATA is a good choice. By a Chinese carrier I mean a network licensed to operate in mainland China and hence subject to its national security laws. These laws dictate that Chinese operators must cooperate with Chinese national security agencies. That's a big problem. In contrast, as just one example, Apple refused to cooperate with the FBI on unlocking a phone in an investigation. So there is a clear difference between China and the Wes...