We’ve been hearing a lot about deployments of 100G by network operators around the world lately, but far less about the market for the waves themselves. The deal that Sidera Networks announced this morning with the MSO MetroCast belongs in the latter category though.
Sidera will be delivering 100G upgrades to MetroCast’s connections between Rochester, NH and Boston, MA and between Ashburn, VA and Leonardtown, MD. They’ll use the bigger pipes to reach key peering points to meet the traffic demands of both their consumer cable/data/voice customers as well as the enterprises they serve via Metro Ethernet.
Most 100G deployments seem to have been more about network operators self-providing bigger pipes, either undersea or on land. Those that have been for implemented for third parties have tended to be for the research and education side of things more interested in the possibilities than the cost. Seeing an MSO buying 100G wavelengths straight like this seems like a watershed moment, although many still say the cost of 100G remains above that of 10x10G, keeping it of limited economic value yet.
Sidera’s merger with regional rival Lightower is still pending, aimed for a closing sometime this Spring last I heard. I suspect that the combined company will remain hungry for further M&A.