Telegeography reports that Google is working on yet another cable in Asia. Google has already helped start the Unity system, now under construction and which will connect Japan and Los Angeles. Data Center Knowledge has previously reported that Google has been scouting out locations throughout the region, so we have to see this all as part of one plan. The new cable under discussion, below,
will supposedly connect Unity’s Japan endpoint with Guam, Hong Kong, the Philippines, Singapore, and Thailand, however other partners may come in before anything is finalized. In fact, I wouldn’t be surprised if a connection to mainland China gets added on. I even suspect Google is trying to make its way all the way to India, though perhaps not with this step.
The question remains though, with all the new cables going into asia, are we looking at a new bubble? Traffic growth in the region is swift, but how much of it is really likely to be international? After all, there is vast traffic within China, but only so much of it leaves the country due to language barriers. Time will tell, but I suspect that Google does not care whether they cause a bubble or not. The money they are investing is peanuts for them, whereas the opportunities that cheap bandwidth to Asia may bring are not. Their entire purpose may be to break open what remains a region whose bandwidth markets are both tightly controlled by incumbent national telecoms and difficult for outsiders to make headway into.
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