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Topic

Subsea Cables

Undersea fiber-optic cables that carry international internet and telecom traffic, including their routing, capacity upgrades, and security risks.

Current stories

productOne report1 publisher

Orange and Equitix join MDM to build the Pisces cable linking Galway to Portugal

Orange and Equitix have formed a joint venture with MDM to build Pisces, a 3,125km subsea cable linking Ireland to France, Spain and Portugal. EU money backs the 16-fiber-pair system, expected in 2028, but no total cost was reported.

Reality

Evidence50
Adoption
Not scored
Hype gap+15
Incentives60
Confidence55
productOne report1 publisher

Google paid up to triple the going rate for fiber that routes around the Red Sea

Google paid two to three times the roughly 6 million euro going rate for backup fiber across Turkey, according to a person familiar with the deal. Most Europe-Asia cloud traffic still crosses the contested Red Sea strait, so the premium buys a route for the day a cable breaks.

Publishers:restofworld.org

Reality

Evidence45
Adoption35
Hype gap+15
Incentives55
Confidence45
buildConfirmed2 publishers

Meta reaches a petabit at 7,000 km by doubling the cores inside a 125-micron fiber

Petal keeps Anjana's 24 fiber pairs and puts two cores in every fiber, so throughput per pair stays near 20.8 Tbps and each of roughly a hundred repeaters has to amplify 96 cores in one body.

Perspective Coverage

3 publishers
Builder
Builder 42%
Operator
Operator 28%
Investor
Investor 30%

Reality

Evidence45
Adoption5
Hype gap+20
Incentives70
Confidence60
investOne report1 publisher

Washington funds study on possible $14 billion subsea cable to Thailand, as state telco seeks co-investors

The US Trade and Development Agency agreed on Sept. 14 to fund a feasibility study for a trans-Pacific cable routed clear of the South China Sea. National Telecom in Bangkok has to assemble the consortium that pays for it.

Publishers:fortune.com

Reality

Evidence52
Adoption15
Hype gap+35
Incentives62
Confidence50
investOne report1 publisher

Meta aims to double Aurora's 497 terabits a second on cables it owns

Project Waterworth is designed to run past 50,000 kilometres across five continents, and the Aurora transatlantic system is due in service in 2028 at about 497 terabits per second. The cost is undisclosed.

Reality

Evidence32
Adoption15
Hype gap+45
Incentives58
Confidence45
productOne report1 publisher

AWS's 420Tbps Japan cable to land in Washington via Quinault-owned Toptana's new cable station

The cable is AWS's project, but the landing station and backhaul at Ocean Shores belong to Toptana, a Quinault Indian Nation company that aimed to be live in 2025 and is only now breaking ground. Nothing carries traffic until 2029.

Reality

Evidence38
Adoption22
Hype gap+32
Incentives72
Confidence52