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Chronicles

The story behind the story

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Facebook says it has planned two new undersea cables in a project with Google and local telcos to connect Singapore, Indonesia, and North America

Reuters Fanny Potkin

Context & Ripple Effects

Facebook and Google had already partnered with Pacific Light Cable Network on an LA-to-Hong Kong cable project, establishing a record of direct investment in trans-Pacific infrastructure. The new project adds local telecom partners and puts Singapore and Indonesia at the center of that network-building strategy.

Related coverage later shows the two companies joining a broader Asia-Pacific cable system spanning Japan, Taiwan, Guam and the Philippines, while Facebook also pursued a Philippines-to-California route with Amazon.

First-order effects

  • Facebook, Google and their local telecom partners commit to planning two new cable routes connecting Singapore and Indonesia with North America.
  • The project gives the participating telcos a direct role in infrastructure serving the two platforms' cross-border data traffic.

Second-order effects

  • The companies' later participation in another multi-market cable system extends the competitive pressure on other network builders to secure routes and local partners across Asia-Pacific.
  • Facebook's separate Philippines-to-California cable proposal with Amazon shows that major platforms are assembling overlapping regional partnerships rather than relying on a single consortium.

Third-order effects

  • If this pattern persists, transoceanic connectivity will be shaped increasingly by platform-led consortia that combine global internet companies with incumbent local carriers.
  • The repeated focus on Southeast Asian landing points points to a more distributed Asia-Pacific cable map, rather than one organized around a small number of bilateral routes.

The trend: Large internet platforms are becoming repeat investors in Asia-Pacific subsea cables, using local-carrier partnerships to expand their control over international network capacity.

Discussion

  • @fb_engineering @fb_engineering on x
    We're investing in two subsea cables, Echo and Bifrost, which will land in Indonesia. These cables will deliver much-needed internet capacity, redundancy, and reliability across Indonesia, and support further growth of 4G, 5G, and broadband access. https://engineering.fb.com/...
  • @schrep Mike Schroepfer on x
    More high speed connectivity - this time across the pacific. Surprising amount of engineering goes into these projects - more here. https://engineering.fb.com/...
  • @googlecloud @googlecloud on x
    Today we announced 6 more subsea cable investments. This means we're helping: 🔗 Connect India & Singapore 🤝 Support connectivity and reliability within the Asian region 🤿 Invest in 3 subsea cables connecting Asia to North America: Topaz, Apricot, & Echo https://cloud.google.com/.…
  • @gvarisco Gianluca Varisco on x
    Today, we're announcing Google's investment in Echo, a new subsea cable from the United States to Asia. Echo will run from Eureka, California to Singapore, with a stop-over in Guam, with plans to also land in Indonesia. https://cloud.google.com/...
  • @svonfriedeburg Stephanie von Friedeburg on x
    Digital infrastructure is a fundamental building block of a #digitaleconomy. Exciting to see how private companies—from Facebook to Google—are playing a key role in increasing internet connectivity in Southeast Asia. https://twitter.com/...
  • @pelhambluefund @pelhambluefund on x
    Malaysia misses out https://twitter.com/...
  • @alexvoica Alexandru Voica on x
    We are announcing two new subsea cables to connect Singapore, Indonesia, and North America through a new, diverse route in the Java Sea: https://engineering.fb.com/... These cables will increase transpacific capacity by 70%, contributing to the rollout of 5G and broadband interne…
  • @wongmjane Jane Manchun Wong on x
    Meanwhile, earlier this month, Facebook dropped plan to run fiber cable to HK citing concerns from the US Gov https://www.wsj.com/... https://twitter.com/...
  • @bloombergasia Bloomberg Asia on x
    JUST IN: Shares of Bilibili fall on its debut in Hong Kong, becoming the latest U.S.-traded Chinese firm to disappoint on its homecoming during a global sell-off in the country's technology stocks https://www.bloomberg.com/...
  • @next_china Bloomberg Next China on x
    Video-streaming company Bilibili fell in its Hong Kong debut, the latest U.S.-traded Chinese company to disappoint during a selloff in the country's tech shares https://www.bloomberg.com/... https://twitter.com/...