Select your language
Insights & view points from industry professionals.
By Winston Qiu In early February 2026, the European Commission published a Report by the Expert Group on Security and Resilience of EU Submarine Cable Infrastructures: Submarine Cable Security Toolbox and Cable Projects of European Interest (the February 2026 Expert Group Report).
By Winston Qiu According to Nikkei Asia, Japan's largest business media group, the Japan ICT Fund (JICT) is playing a critical role in securing and expanding Japan's influence over global subsea fiber-optic infrastructure amidst growing geopolitical competition.
By Winston Qiu In a significant move to strengthen the global digital backbone for the era of Artificial Intelligence (AI), Google has officially unveiled the America-India Connect initiative, part of Google’s broader $15 billion investment in India’s AI infrastructure over five years (2026-2030) and represents a strategic shift toward creating a more resilient, high-capacity "data corridor" across the Southern Hemisphere.
By Winston Qiu In order to address the increasing risks to the critical submarine cable infrastructure, the European Commission is intensifying efforts to enhance its security and resilience. It announced Thursday the introduction of a new Cable Security Toolbox of risk mitigating measures and a list of Cable Projects of European Interest (CPEIs). It also amended the Connecting Europe Facility (CEF) - Digital Work Programme to allocate €347 million to strategic submarine cable projects, including a €20 million call to enhance Europe's repair capacities.
By Winston Qiu The acquisition of ST Telemedia Global Data Centres (STT GDC) by a KKR-led consortium for an enterprise value of S$13.8 billion (US$10.9 billion) is a masterclass in strategic infrastructure investing. This transaction reveals a complex interplay of valuation arithmetic, high-conviction growth betting, and sophisticated corporate structuring. A professional analysis moves beyond the press release to dissect the leverage, the control dynamics, and the fundamental financial engine that makes this asset worth the premium.
By Winston Qiu In a decisive move to solidify its position as a fully integrated provider in the booming subsea cable market, Milan-based Prysmian Group, the world's largest cable manufacturer, announced on January 23, 2026, the acquisition of Spanish specialist ACSM. Valued at €169 million (or approximately $200 million) on an all-cash basis, the transaction implies a 6.6x EV/EBITDA multiple and is expected to close by February 2026.
By Winston Qiu On Thursday 11 December 2025, Papua New Guinea officially announced the USD $120 million Pukpuk Connectivity Initiative, in a statement signed by the Minister for Police and the Acting Minister for Information and Communications Technology, Hon. Peter Tsiamalili Jr.
By Winston Qiu In a move to strengthen its position in the global submarine telecommunications market, Prysmian Group, a world leader in cable systems, has formed a joint venture with the shipbuilding group Fincantieri to acquire Xtera. The companies have entered into a binding agreement with private equity firm H.I.G. Capital for the acquisition, with completion expected in the first quarter of 2026, pending regulatory approvals.
By Winston Qiu According Reuters and various sources, the Australian government will fund a $120 million to construct three new subsea cables linking Papua New Guinea (PNG). Alphabet's Google has been selected to lead the construction of this critical network upgrade. The project represents a significant move blending digital infrastructure with geopolitical strategy.
By Winston Qiu According to Reuters, Google is quietly planning the construction of a large artificial intelligence (AI) data center on Christmas Island, Australia's remote area of the Indian Ocean located about 350 kilometers south of Indonesia.
简体中文(中国)