https://subseacables.blogspot.com/2024/10/breaking-story-facebook-building-subsea.html Skip to main content Subsea Cables & Internet Infrastructure Blog is devoted to educating readers about the subsea cable industry with a particular focus on recent events and new submarine cable projects. Ideal for those in the industry who wants breaking news on outages, new projects, and general industry trends. Roderick Beck worked as a sales contractor for Hibernia Atlantic and helps buyers procure capacity and providers make sales. Breaking Story: Facebook Building Subsea Cable That Will Encompass The World * Get link * Facebook * Twitter * Pinterest * Email * Other Apps October 17, 2024 Several sources have whispered in my ear that META is planning a new 16 fibre pair cable that will encompass the world going from the US East Coast to the US West Coast via the Atlantic, Indian Ocean, and the Pacific. The most ambitious subsea project ever undertaken. I do not know the exact routing. I know that the cable will launch from the American East Coast and will go down the West African Coast to South Africa and then head straight to Mumbai. It is not clear if Europe will be online or not. From Mumbai it will head straight to Australia and then up to the US West Coast. I speculate that there may be branching units to Singapore, Malaysia, and Indonesia. This semi-secret cable reflects META's desire for network resiliency given the four month Red Sea down time that AAE-1 and other subsea cables suffered during the first half of 2024. It appears willing to suffer a latency penalty to avoid the Red Sea as well as Egypt's expensive digital toll roads. While Egypt's terrestrial routes for submarine cables are good, they are overpriced and elevate market wavelength pricing. The design also demonstrates India's growing importance. China is off limits to Google, Facebook, and the other American Digital Titans. This makes India and Africa the two key high growth markets for the content providers. I suspect META will use the ride down the West African Coast to fill in digital coverage gaps or deploy branching units like Google's Equiano in case these smaller African states decide to join these subsea fibre optic highways. I speculate that the cable goes from Myrtle Beach to Lisbon and then back out to sea to West Arica's coast. It may land in many of the same countries as 2Africa, but will undoubtedly be diverse to the existing terrestrial back haul including new cable landing stations. A good guess is 320 Tbps design throughput. Map of the World's Fibre Optic Subsea Cables Facebook global scope Internet infrastructure Meta new secret. subsea cables * Get link * Facebook * Twitter * Pinterest * Email * Other Apps Comments Post a Comment Popular posts from this blog Facebook's Semi-Secret W Cable October 22, 2024 Image A few days ago I wrote that Facebook was planning a new subsea cable directly linking the US East Coast to South Africa, then up to India, onward to Australia, and finally to the US West Coast. Clearly resiliency is a big theme. It avoids Lisbon, Marseille, Egypt, the Red Sea, and Singapore. All choke points due to their telecom hub status. Note that the map below shows lots of branching units, but I don't have insider confirmation although they make perfect sense. The cable is 16 fibre pairs. This cable may be heavily influenced by AI considerations. AI data centres require lots of space and power. The US, South Africa, India, and Australia are good candidates for AI data centres in terms of space. All of them except for South Africa have modern power grids. But South Africa is still the best place on the continent for large scale AI facilities. An AI theme makes particular sense given the cable's high latency. An AI data centre does not directly serve custom Read more How To Calculate An IRU Price For a 100G Wavelength September 06, 2024 The IRU price should reflect your forecast of future lease revenes. If the current MRC is high and prices have been stable and are expected to remain so, then the opportunity cost of selling an IRU is high. You are sacrificing a lot of lease revenue if you sell that capacity. In this case the upfront IRU price should equal the three year MRC multipled by 4 to 6 years. So if the three year Faster cable MRC is $17K, then 48x to 72x times that number is fair value. So 48*$17K=$816K. Plus a standard 4% annual fee to cover the wavelength's share of maintenance and operations.. So strong markets and tight capacity mean that leasing is more attractive than IRUs to the supplier. Vice versa, the buyers will be desperate to lower their long term costs via an IRU. In my example, $816K divided by 15 years equates to $4500 per month excluding O&M. Bad for the seller. Good for the buyer. That's why so many of you are looking for IRU capacity to resell to your clients, but finding few se Read more Powered by Blogger Theme images by Michael Elkan Contact Form Name [ ] Email * [ ] Message * [ ] [ ] [ ] [ ] [ ] [Send] Search This Blog [ ] [Search] Popular posts from this blog Facebook's Semi-Secret W Cable October 22, 2024 Image A few days ago I wrote that Facebook was planning a new subsea cable directly linking the US East Coast to South Africa, then up to India, onward to Australia, and finally to the US West Coast. Clearly resiliency is a big theme. It avoids Lisbon, Marseille, Egypt, the Red Sea, and Singapore. All choke points due to their telecom hub status. Note that the map below shows lots of branching units, but I don't have insider confirmation although they make perfect sense. The cable is 16 fibre pairs. This cable may be heavily influenced by AI considerations. AI data centres require lots of space and power. The US, South Africa, India, and Australia are good candidates for AI data centres in terms of space. All of them except for South Africa have modern power grids. But South Africa is still the best place on the continent for large scale AI facilities. An AI theme makes particular sense given the cable's high latency. An AI data centre does not directly serve custom Read more Buyer Pricing Guidance: The Atlantic October 12, 2024 Image The Atlantic at the 100G level ranges from $4K to $6K MRC. The cables deployed at or around the time of the New Millenium vary from $3,800 to $5K. Generally, new cables like Marea and Dunant command a premium because they directly connect Ashburn Equinix to Continental Euroipe with both Ashburn Equinix and at least two Paris Equinix facilities onunet. Both bypass Ireland and the British isles. So expect to pay in the $5K to $6K range on 2 or 3 year terms. And yes, you should pay the premium because Marea, Dunant, Anjana, and Nuveem all dramatically improve resiliency. The NYC/London cooridor is congested with most UK landings in Cornwall at Bude. Furthermore, UK surveillance of undersea cables is well known. Any saavy buyer should be riding both NYC/London cables and also cables like Dunant and Marea that directly link Ashburn Equinix to the European continent. This physical diversity is not a luxury; it's essential. A special mention goes to EXA Express for NYC/London which is a Read more Subsea Cables & Internet Infrastructure Blog is devoted to educating readers about the subsea cable industry with a particular focus on recent events and new submarine cable projects. Ideal for those in the industry who wants breaking news on outages, new projects, and general industry trends. Roderick Beck worked as a sales contractor for Hibernia Atlantic and helps buyers procure capacity and providers make sales. Archive * November 20242 * October 202426 * September 202420 * August 202440 * July 202412 Followers My photo Roderick S. Beck Budapest, Michigan, Tallinn, Estonia Visit profile Archive * November 20242 * October 202426 * September 202420 * August 202440 * July 202412 Labels * . * 10 gigabit wavelengths * 100G * 100G pricing. * 100G wavelength * 100G wavelengths * 10G * 2africa * 48 fibre pairs * 96 fibre pairs * AAE1 * advice * AEC-1 * AEC-2 * Africa * ai * Airraq * Alaska * Ameer terrestrial route * Amitie * Andromeda * Anjana * Aquacoms * Ashburn Equinix * Asia Direct Cable * Asia Link Cable * AT&T * Atlantic * Atlantic Convergence * Atlantic Ocean * attenuation * authoritarianism * Bandon * bandwidth * BBG cable * Bifrost * Bilbao * binary format * Bloomberg * Blue-Raman * branching units * Brunie * burial depth. * buyers * cable landing station * cable landing stations * cable landing stations. * cable landings * cable life expectancy * cables * Cambodia * Cameroon * capacity depletion * capacity. * carrier neutrality * carrier neutraliy. * causes. * Chennai * Chikura * China * China Mobile * China Unicom * Chinese government * chromatic dispersion * Chunnel * cloud * CLS * coastal networks * coherent optics * commercial justification * conference * connectivity * consolidation * consoritium. * consortium members * construction delays * contract term * core * Coresite LA. * country landings * cross connect charges * CrossChannel * Crosslake * Curie * Cyprus * dark fibre * dark fibre. * data centres * deep burial * Denmark * Dense footprint * Digital Giants * digital signal processing * digital signal processing. * direct detection * double armored * Dubai * Dunant * DWDM * DWDM. * EAPC. * Eastern Light * Echo * economic growth. * Egypt bypass * EIG. * English Channel * Equiano * Equiano subsea cable * EU * EUNetworks * EUNetworks. * Europe * EXA * EXA Infrastructure * Express * Express Cable * Facebook * Facebook group link. * Facebook. * Faster * fibre optic * fibre optic network * fibre optics * fibre optics. * fibre pairs * fibre switching * financial trading * Firmina * forecasts * Genoa * geopolitics * geopolitics. * Germany * global * global scope * good deal. * google * Google. * government grants * Greece * Grid Telecom * Guam * Guinea * Gulf Bridge International. * Hauwei Marine * Havrue. * Hibernia Atlantic * high bandwidth * high fibre count. * Hong Kong * Houthis * I2I * IAX * India * India-Asia Express cable * Indonesia * industry news * inexpensive * infrastructure * international * international optical circuits * Internet infrastructure * IOEMA * Israel * Italy * Jupiter * L-band * LA * Lagos * Lagos metro fibre optic ring * Lagos metro fibre services * Lagos metro ring * landing partners * landing rights. * latencies * latency * latency. * Layer 1 * Layer 1 connectivitiy. * Layer 1 connectivity. * Layer 1 transport * Layer 1 transport capacity * Layer 1 transport. * layer 1. * laying submarine cables * Lisbon * Lisbon. * loans. * local carriers. * low latency * low latency. * low returns. * Malaysia * Marea * market * market dynamics * market pricing * Marseille * MDXI * Meta * META. * metadata. * metro * metro fibre rings * Mexico. * Microsoft * Mist * modal frequency * monopoly * MRC * multicore fibre * Mumbai * Mumbai. * Myrtle Beach * namibia * Netherlands * network * network design * network performance * network problems * network technology * new * news * nigeria * Nordics * North Pole * Norway * Norway. * OADC * Oman * open cable model * open cable system model * optical circuits * optical loss. * optical networking * optical reach * optical reach. * optical switching. * OTTs * Outages * Pacific * Paris * Peace cable. * personal best * personal history * Philippines * Philippines. * physical asset approach. * physical diversity * physics * Polar Connect * political control. * portugal * power * price pressure * price promotions * pricing * pricing. * Private equity * procurement * promotions * promotions. * protecting cladding * protection * providers * PTTs * Purchasing * quick delivery * Rack Centre * Raman * record * Red Sea * Red Sea telecom bypass routes * redundancy. * repeatered * resiliency * resiliency. * RFP. * RFS * RFS. * Rome * round trip latency * RTD * S-band * sale * Santander * Sardinia * Scylla * Scylla cable * Seacom * secret. * sellers * shannon limit * Share cable. * Sicily * Singapore * Singapore. * Slough Equinix * SMW6 * solutions * solutions. * south africa * South Africa. * South America * South China Sea * southeast Asia * spatial division multiplexing * spatial division multiplexing. * submarine cables * subsea * subsea burial * subsea cable * subsea cable investments * subsea cables * subsea cagles * Subsea optical circuits * subsea ploughs * subseacables * surveillance * SWM5 * SWM6 * Taiwan * Tamares Telecom * technical damages * telecom * telecom infrastructure * telecom procurement * telecommunications * telecommunications procurement * Telstra * Telxius * Telxius. * terrestrial * terrestrial fibre optic infrastructure. * the Atlantic * throughput * togo * Tokyo * TransAlantic * TransAtlantic pricing * transport * TY4 * UK * ultra-low loss fibre * umoja * undersea cables * United States * Unitirreno * unrepeatered * unrepeatered cables * US * Vietnam * Virginia Beach * wavelengths * wavelengths. * West African subsea cable station * Western Europe. * WIOCC * Zeus Show more Show less Report Abuse