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Insights & view points from industry professionals.
By Winston Qiu A comprehensive analysis of Firmus Technologies’ two-pronged strategy: securing multi-gigawatt compute commitments from dual hyperscale anchors Meta and OpenAI across Australia and Southeast Asia, underpinned by a US$300 million express capacity investment on SUBCO’s transpacific APX East subsea cable.
By Sharat Sinha We live in times where the world is relentlessly digital, always-on and life as we know it stands still without the internet. Every digital pulse on which every country and their economies thrive, all depend on the split-second global connectivity provided by these vast underwater networks of subsea cables and yet the very lifeline that makes it all possible lies unseen on the ocean floor.
By Winston Qiu A technical and financial breakdown of the U.S. International Development Finance Corporation's debt-refinancing facility for Vodafone Ukraine, its role in a broader $8 billion global investment package, and how it structurally differs from the ongoing Kardesa subsea cable project.
By Winston Qiu A comprehensive inventory and strategic analysis of Meta Platforms’ subsea cable portfolio, tracing its expansion from early consortium shares to 100% privately owned, petabit-class transoceanic systems powering global AI workloads.
By Winston Qiu An integrated industrial analysis evaluating Xtera’s selection for EXA Meridian, Prysmian’s vertical M&A strategy, HMN Tech’s historic ascension, and the geopolitical and AI-driven supply shortages opening the door for new challengers like FiberHome Marine.
By Winston Qiu A comprehensive comparative analysis of the Subsea Cable Mandate (Paragraph 74) of the BRICS New Delhi Declaration against the Australia-India Cables Dialogue and the broader Quad Partnership on Cable Connectivity and Resilience, detailing India’s vendor security mandates, China's industrial monopoly, and tactical pathways for non-aligned subsea cooperation.
By Winston Qiu An intensive structural analysis examining the concurrent failures of the Australia-Singapore Cable (ASC), Indigo West, and Indigo Central systems, evaluating restoration dynamics, and critiquing the strategic limits of South China Sea route avoidance. The simultaneous failure of ASC, Indigo West, and Indigo Central forces a critical policy question: Is geopolitical bias actively harming the very digital resilience it purports to protect?
By Winston Qiu Analyzing the push by regional think tanks for state-controlled "sovereign repair capabilities" in Southeast Asia—and why regulatory liberalization, cabotage reform, and commercial market agility deliver vastly superior digital resilience.
By Winston Qiu In partnership with SubCom, JASCO Applied Sciences, and Shoals Marine Laboratory, the University of New Hampshire activates a $6.2 million SMART cable for real-time cabled acoustic and oceanographic observatory off Appledore Island.
By Winston Qiu A comprehensive overview of the Seattle–Vancouver cross-border cable system and the FCC Enforcement Bureau's settlement with Zayo Group, Rogers, Ledcor, and Marine Cable following the system's 2024 license expiration.
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