Subsea Cables & Internet Infrastructure

The human mind's energy consumption is far more efficient than large language models.

Bulk Infrastructure, the Nordic data center and transport player, wants to build a subsea cable linking Norway to Canada for an estimated $620 million.

Nscale has only one major client, Microsoft, and they just cancelled.

Nearly half of AI data center debt issued in 2026 is rated high risk (junk category).

The International Cable Protection Committee has conducted a statistical study using an 18 year time series that includes 3,000 repairs.

According to Coreweave's CEO, "The market is being irrational".

This project will deploy the first fibre optic cable to connect connect Ireland to Continental Europe.

WACS has a lower latency than Equiano between Lagos and Lisbon, but you are going to pay a high price in outage time if history proves a good guide.

Layer 1 bandwidth is increasingly tight in the Pacific Triangle consisting of Tokyo, Hong Kong, and Singapore.

I am starting to create subsea cable databases available to clients that include a variety of details ranging from RTDs, fibre pairs on each branch, outage histories, etc.

Insurance on AI data center provider Coreweave's debt is pricing a 50% chance of bond default during the next 24 months.

Good outage and repair history.

Larger wavelengths reduce overhead loss and result in net usable bandwidth gains.

Firmus wanted to go public valued at $30 billion.

What is amazing is how the EU consistently rewards European companies that failed to anticipate technological change like Eutelsat and Arianespace.

Ooredoo is a multinational mobile service provider with operations in Algeria, Tunisia, Palestine, Kuwait, Saudi Arabia, Qatar, Iraq, Oman, Maldives, and Indonesia.

The 16 fibre pair MVISTA project has the potential to disrupt the cozy world of Southeast Asian telecommunications.

Coreweave is a startup AI Data center play.

I am seeing a growing number of requests for subsea capacity linking Thailand to Singapore.

The Oracle AI Data Center Train Wreck AI data centers are extremely capital intensive.

This article shows that if Starlink deploys a massive network of its 1.5 terabit satellites, it yields nothing better than 83 megabits throughput per square kilometer.

Hi Everyone, I am available to help you acquire network capacity based on your requirements.

This 24 fibre pair cable connects Mombasa, Kenya to Oman.

AI data centers has two challenges: big capex requirements and high operating expenses due to the skyrocketing cost of electricity.

Not only do I offer Equiano 100Gs below $20K with you contracting directly with the network operator, but also available is Layer 2 50G protected MPLS circuits on Equiano for $13,500 MRC on two year terms.

Singapore currently has 26 operating fiber optic cables.

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At the 2026 Submarine Networks World in Singapore Ciena pitched the MOFN business model, the managed optical fiber network.

Ciena seems correct when it asserts massive growth from here to 2035.

The second Kenyan data center (IXAfrica Nairobi) I've visited with a large Starlink presence.

Subco announced recently four new 24 fibre pair cables connecting Australia to Japan, Singapore, Guam, and the Continental US.

Looks very similar in design to our present fibre optic subsea cable networks.

I came across several instances of dubious subsea cable business models at the conference. 1.

This is the Peace cable's Marseille backhaul.

Route Latency SG/Marseille 136 ms Mombasa/Marseille 104 ms Karachi/Marseille 92 ms Karachi/Signapore 82 ms Kenya/Singapore 93 ms.

Everyone at the conference wants to be Keppel.

Most African cables traverse the Congo Canyon as opposed to detouring around it.

My understanding is that standard practice is to slice a damaged cable in two prior to retrieval.

National security analysts please note, there is no sabotage category because there are no credible cases of sabotage.

Probably not.

***Next year we should get 2Africa finally connected to Marseille.

This device is probably a GPON fiber splitter that takes a fiber pair and splits into many fiber pairs to serve individual homes or buildings.

Hi Everyone, I will be in Singapore next week and am available to meet.

Term: 2 Years. 2Africa Djibouti CLS cross connects are $125 per month and 100G backhaul to Djibouti Data Center is $1100 per month.

A point: Most carrier neutral Mumbai data centers.

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EIG upgrade has been delayed until 2028.

EXA unveiled its first home grown long haul subsea cable project today.

Apparently the Saudi Arabian regulator is refusing to allow local carriers to sell dark fiber to the subsea cable consortiums that desire to bypass the Red Sea.

It is not a coincidence.