In today’s hyper-connected world, the role of the cable landing station (CLS) is transforming. No longer simply an access point for undersea cables, the CLS is emerging as a critical hub that networks increasingly rely on for primary connectivity. Recent industry analyses and articles reinforce this shift, underscoring how direct interconnection at CLSs drives lower latency, enhanced resiliency, and cost efficiency.

At NJFX, we have always been forward-thinking. As the first carrier-neutral CLS and colocation facility in the U.S., we’ve been empowering companies with direct, secure access to major subsea cables spanning North America, Europe, South America, and the Caribbean. Today, that model is evolving. Networks are beginning to leverage CLSs as their main point of interconnection, while still using other Points of Presence (PoPs) to ensure network diversity and redundancy.

The Shift: CLSs as Core Hubs, Not Just Edge Assets

Traditionally, network traffic would route through CLSs as a mere stepping stone before reaching larger interconnection hubs like Ashburn or Manhattan. This conventional approach often resulted in increased costs and potential bottlenecks due to long-haul backhauls. However, as noted in a recent article from TeleGeography, networks are now finding strategic advantages in establishing direct interconnection at CLSs. This direct approach not only reduces latency but also minimizes points of failure, supporting the accelerated needs of cloud and AI applications.

Complementing CLSs with Diverse PoPs

While many networks are turning to CLSs as their primary interconnection points, articles in industry publications like Light Reading highlight the value of maintaining a diverse portfolio of connectivity options. By combining the robust capabilities of CLSs with traditional PoPs spread across key markets—such as NYC, Ashburn, Atlanta, and Miami—network operators achieve several benefits:

• Enhanced Redundancy: Routing traffic through multiple, diverse paths minimizes downtime and mitigates the risk of service interruption due to outages or cable cuts.

• Optimized Regional Performance: Direct and localized interconnections support the bandwidth and latency requirements of today’s cloud, edge, and AI applications.

• Flexible, Cost-effective Networks: Diversification permits a tailored approach where each network component is optimized for specific operational needs, ultimately driving down costs.

A comprehensive feature in Data Center Knowledge reinforces this narrative, detailing how hybrid interconnection strategies—integrating both CLS and traditional PoP solutions—are becoming best practice for global network operators who demand resilience and speed.

Why It Matters

For financial institutions, hyperscalers, content distributors, and emerging AI-powered platforms, the advantages of connecting at a CLS like NJFX include:

• Direct Global Market Access: Immediate connectivity to a myriad of subsea cables expands global reach and market opportunities.

• Improved Network Resiliency: The combined power of direct CLS interconnection and diversified PoPs ensures robust network continuity in the face of unexpected challenges.

• Lower Latency for High-Demand Applications: Closer proximity to diverse network nodes minimizes delays, a critical advantage as applications become increasingly time-sensitive.

• Cost-effective Scalability: Reducing the need for extensive backhauling directly translates into economic benefits for expanding network infrastructures.

Looking Ahead

As data volumes skyrocket and real-time applications become the norm, the network industry is undergoing rapid evolution. The direct interconnection at cable landing stations represents more than just a trend—it’s a fundamental shift in network architecture and strategy. New industry insights continue to show that the convergence of subsea connectivity with terrestrial networking infrastructure isn’t just beneficial; it’s necessary to handle the growing demands of an AI-enabled, digital-first global market.

At NJFX, we’re proud to be at the forefront of this evolution. By combining direct CLS connectivity with strategically located PoPs, we’re not just preparing for the future—we’re actively shaping it.

The global economy depends on the silent giants beneath our oceans—subsea cables. These fiber optic lifelines are the unsung heroes of the digital era, transmitting more than 95% of international data, supporting everything from emails to financial transactions and cloud applications. But as with all infrastructure, these cables have a lifecycle, and many are approaching the end of theirs.

Most subsea cables are built with a design lifespan of about 25 years. As these systems age, they face numerous challenges. The optical fibers within the cables degrade over time due to constant exposure to environmental pressures such as temperature changes, water pressure, and natural seismic activity. Electrically powered repeaters, which amplify signals across thousands of kilometers, also wear down and are expensive to replace.

Maintaining these older cables becomes a logistical and financial burden. Repairs often require highly specialized ships and crews, with downtime potentially lasting days or even weeks—impacting critical connectivity. In some cases, the costs of maintenance can rival or exceed the cost of new builds.

From a performance standpoint, older cables were not designed for the data volumes and bandwidth demands we see today. The explosion of AI-driven applications, streaming services, global cloud adoption, and latency-sensitive financial transactions has created a level of network strain that legacy infrastructure simply cannot accommodate. Even with advanced modulation techniques, there’s a physical ceiling to how much capacity can be extracted from these aging systems.

In a world where milliseconds matter and resiliency is non-negotiable, relying on end-of-life infrastructure puts enterprises, governments, and service providers at risk.

Extending Lifespans vs. Building New Systems

An example of extending the lifespan of existing infrastructure is the SEA-ME-WE 4 (South East Asia–Middle East–Western Europe 4) cable system. Originally completed in 2005, this approximately 18,800 km submarine cable connects multiple countries across Asia, the Middle East, and Europe. In March 2024, the SEA-ME-WE 4 consortium completed an upgrade using Ciena’s GeoMesh Extreme submarine network solution. This enhancement increased the system’s capacity from 65 Tbps to 122 Tbps, effectively doubling its previous capacity and extending its operational viability.

Investing in New Systems: Meta’s Project Waterworth

Conversely, companies like Meta are investing in entirely new infrastructure to meet future demands. Meta’s Project Waterworth is an ambitious $10 billion subsea cable system designed to circumnavigate geopolitical tension zones, ensuring secure, high-capacity connectivity. This project exemplifies the proactive approach of building new systems to support the next generation of high-speed connectivity essential for powering AI and digital transformation globally.

These examples illustrate the dual strategies in the industry: upgrading existing cables to extend their service life and constructing new systems to accommodate future demands. Both approaches are vital in ensuring robust and scalable global connectivity.

Real-World Investment in Transatlantic Connectivity

Industry leaders are already investing in the future:

• Google’s Grace Hopper Cable connects the U.S. with the U.K. and Spain. Recently, Colt achieved a milestone 1.2 Tbps per wavelength transmission, reflecting both speed and sustainability gains.
• EXA Infrastructure manages an extensive transatlantic network including systems like Dunant, Havfrue/AEC-2, and Amitié, providing key connectivity between Europe and North America.
• Amazon has filed plans for a new cable linking Ireland to the U.S., adding to its global infrastructure footprint to support cloud services.

According to Telegeography, Between 2023 and 2025, the subsea cable industry is experiencing a significant boom, with investments totaling around $10 billion to bring approximately 78 new systems online, adding over 300,000 kilometers of cable.

These developments underscore the industry’s commitment to expanding and modernizing transatlantic connectivity to meet the growing global demand for data transmission.

Future-Proofing Global Connectivity

Forward-thinking network operators, cloud providers, and infrastructure investors are already responding. New builds are not just about capacity—they’re about preparing for a data-driven future. Cables like Havfrue/AEC-2, Grace Hopper, Dunant, and Amitié are examples of this next wave, offering unprecedented speeds and modern architecture. As older systems retire, these new cables will form the backbone of tomorrow’s digital economy.

The subsea cable industry stands at a crossroads. We can continue to patch aging systems, or we can make strategic investments that enable global progress. With only so many transatlantic crossings possible, now is the time to build the infrastructure that will carry us into the next era of connectivity.

At NJFX, we recognize the importance of this transition and are committed to supporting next-generation infrastructure through carrier-neutral interconnection points and strategic partnerships. As new systems emerge, we’re ensuring that the landing points and ecosystem are ready to support the data demands of the future.

At the recent DatacenterDynamics Connect conference in New York, industry experts convened for an insightful debate on a critical question: “Can New York’s network infrastructure still handle the data surge?” The discussion featured a distinguished panel moderated by Stephen Worn, CTO and Managing Director, NAM, DatacenterDynamics.

Panelists:

• Arthur Valhuerdi, Chief Technology Officer at Hudson Interxchange,
• Jeff Uphues, CEO of DC BLOX
• Phillip Koblence, Co-Founder and Chief Operating Officer at New York Internet (NYI)
• Felix Seda, General Manager at NJFX

This esteemed panel addressed the current state and future readiness of New York’s digital infrastructure amid rapidly increasing data demands, particularly driven by advancements in artificial intelligence, edge computing, and hyperscale expansions.

The Shifting Subsea Cable Landscape

Moderator Stephen Worn opened the discussion by addressing a common industry misconception, asking Felix Seda, “How many people still think that subsea cables land directly in Manhattan or New York City?”

Felix Seda responded, “Historically, yes, subsea cables often landed in New York, but the subsea landscape has dramatically shifted.” He noted that now, cables increasingly land in alternative locations such as New Jersey, Virginia Beach, and Myrtle Beach.

Seda highlighted the critical role of education in correcting these misunderstandings, stating, “We speak regularly with international ISPs who mistakenly believe cables land directly in New York City. One subsea cable lands at NJFX that connects directly to Brazil, bypassing Florida entirely. Educating networks about these physical assets and their true locations is essential.”

Data Surge at the Edge

Phillip Koblence, Co-Founder and COO of NYI, joined the conversation by affirming the centrality of New York in global connectivity despite infrastructure shifts. “The answer to whether New York can handle the data surge is unequivocally yes,” Koblence stated. “Data generated at the edge through technologies like AI, IoT, and inferencing continues to rely heavily on connectivity hubs.”

Arthur Valhuerdi, CTO of Hudson Interxchange, also expressed confidence in New York’s infrastructure readiness, emphasizing high-density capacity expansions: “We’re preparing for significant growth by developing cabinets capable of supporting up to 50kw per rack, specifically to handle emerging inference workloads.” Valhuerdi further noted, “Connectivity requirements within data centers are increasing substantially, with racks now needing upwards of 1,028 fiber connections each. This number is expected to rise further, driving continuous enhancements to our infrastructure.”

Jeff Uphues, CEO of DC BLOX, expanded on the conversation by highlighting hyper-scale growth across the Southeast. “We focus on hyper-scale data centers interconnected by long-haul fiber networks,” Uphues stated, citing examples such as a cable landing station in Burlington, South Carolina, connected via 465 miles of fiber to Atlanta.

“Three subsea cables currently land in Myrtle Beach, with two more planned,” Uphues said. “One of these cables, a 500-terabit link between Santander, Spain, and Myrtle Beach, illustrates how subsea infrastructure drives regional connectivity.”

Uphues emphasized the escalating demand for infrastructure, noting, “One client requires 180-plus reels of fiber per megawatt. We’re building facilities with capacities exceeding 200 megawatts each, illustrating the massive scale and fiber density now demanded in our designs.”

He concluded by underscoring the interdependence of regional growth, adding, “The more infrastructure we build in the Southeast, the greater the need for mature connectivity to major hubs like New York City. This symbiotic growth underscores that it’s not an either-or situation but a collaborative expansion of network infrastructure.”

Phillip Koblence further elaborated on the industry’s maturity, emphasizing diverse needs within digital infrastructure. “The more the industry grows, the greater the overall need for connectivity,” Koblence explained. “It’s critical to understand that digital infrastructure isn’t one monolith; different applications and facilities require specific infrastructural solutions.”

Worn then posed a question about industry maturity to Koblence, asking, “how prepared are today’s networks to support tomorrow’s data-driven world?”

Infrastructure Maturity

Koblence responded, “It varies greatly across verticals. The New York market benefits from longstanding infrastructure laid decades ago, which continues to support modern internet traffic. Despite newer builds, much of the initial groundwork remains highly relevant due to advancements in fiber optic technologies.”

Jeff Uphues provided insight into infrastructure developments in the Southeast, noting, “Unlike New York, we don’t deal extensively with legacy copper infrastructure. Our facilities and networks are entirely new builds, allowing us to leapfrog many of the legacy challenges.”

He expanded, “I was part of MCI’s local service team that helped build out the early internet infrastructure—OC-2, OC-3, OC-12, OC-48 rings, and the first phase of lighting buildings with fiber. What we’re seeing now is the remaking of those early peering points. Hyperscale customers are heading to places with available land and power, where they can build large-scale campuses. These regional interconnection points are tied back into core data centers. It starts with the network,” he added. “Today, we’re talking about thousands and thousands of fiber slices in a facility. These are connected to the major hubs and are remapping the backbone of the internet.”

Felix Seda pointing to a notable shift in enterprise behavior, “Hyperscalers saw this coming. Enterprise customers were behind. They used to be fine letting a backup provider manage their capacity. Now they want control. They want to understand how their network connects directly off the subsea cable and how they can physically route that data to places like Virginia, Chicago, or New York City.”

Seda emphasized, “It’s about having physical overlay and true visibility into the routes their traffic takes. That shift in mindset is driving new infrastructure strategies for enterprise customers across the board.”

Building for the Next Wave

As the panel neared its conclusion, Worn asked a critical forward-looking question: “What’s next? How are you preparing for the next wave, especially in light of unexpected shifts like the Somerset, New Jersey explosion following the stock exchange’s move?”

Felix Seda responded with a focus on control and resilience. “It’s about mitigating risk,” he said. “At NJFX, we’re building infrastructure that increases bandwidth while eliminating middlemen. We’ve acquired the four physical beach conduits from SubCom—owning that last-mile infrastructure gives networks the control they need and avoids chokepoints in legacy hubs like 60 Hudson.”

Seda explained the impact of this ownership model: “By converging physical assets—wavelengths, dark fiber, and direct subsea access—we’re enabling more resilient, congestion-free connectivity paths. Some traffic still needs to go to New York, but increasingly, we’re seeing high-compute workloads move directly from places like Norway into NJFX.”

Phillip Koblence echoed the importance of end-to-end solutions: “We’re trying to get away from calling ourselves just a facility. We’re a facilitator—part of a broader solution. It’s not the customer’s job to figure out how to dig a trench to the beachhead. We’re solving for that so they can focus on what they do best.”

He added a humorous aside: “You can’t sell yourself as ‘New York’s best kept secret.’ That’s why Century 21 went out of business. You need to communicate value clearly—especially when you’re providing critical access like we do with our conduit system at 60 Hudson.”

Koblence also noted their exploration of quantum technologies: “The first wave of quantum commercialization will happen at the network layer—specifically in encryption. And it will rely on dark fiber. You can’t run those workloads on traditional lit networks. We’re laying the groundwork now, even if mass adoption is five years away.”

Ultimately, both leaders emphasized the same principle: supporting innovation by understanding customer pain points and delivering tailored infrastructure that scales with demand. “We’re seeing smarter customers. They know what needs to stay in New York and what can move south to take advantage of power, tax incentives, and real estate. That level of understanding is a big evolution.”

Koblence added, “You can’t separate metro hubs from expansion regions. The growth is mutual and interconnected—both have roles to play in supporting the next wave of data infrastructure demands.”

Final Thoughts: Capacity, Continuity, and Commitment

Arthur Valhuerdi wrapped the session with a focus on short-term readiness: “We’re focused right now on our high-density product—just seeing what kind of customers are coming and where demand is headed. We’ve got seven megawatts still to deploy and may dedicate an entire floor to high-density if that need materializes.”

Even if inference engines don’t fully materialize in the short term, Valhuerdi believes demand is inevitable. “Whether it’s 600kW cabinets or traditional workloads, all of this capacity will be absorbed. The internet isn’t a fad anymore—it’s foundational.”

He underscored that his goal remains simple: meet the needs of customers, whatever their content or application. “Especially at sites like 60 Hudson, 165 Halsey, and One Wilshire—it’s all about connectivity.”

Jeff Uphues shared a long-term view: “Eight years ago, we set out to build a dozen data centers across the Southeast within a decade. We’ve completed or have in development ten so far.”

He emphasized that their mission has remained consistent: “We’re focused on building network-centric infrastructure—interconnecting hyperscale edge nodes and data centers with a robust fiber backbone. We’ll continue to invest in subsea infrastructure and long-haul fiber.”

Reflecting on the company’s progress, Uphues said, “It hasn’t always played out in the exact way or timeline we envisioned, but our focus never wavered. It’s all about where we win, how we best serve our customers, and staying relentlessly committed to our strategy.”

With that, the panel concluded—each expert reinforcing the evolving nature of digital infrastructure and the collaborative responsibility to shape its future

The hype around artificial intelligence (AI) in data centers has never been greater and this panel discussion at the Pacific Telecommunications Council (PTC) Conference discussed how we are transforming the world to drive AI. Industry leaders gathered to tackle the seismic shifts in data center infrastructure brought on by the surge in AI-driven workloads. Attendees were eager to hear how companies are preparing for the next wave of high-performance computing and what it takes to support GPU-driven infrastructure at scale.

Moderated by Michael Elias, Senior Equity Research Analyst at TD Cowen, the panel featured top executives shaping the future of digital infrastructure:

• Chris Sharp, CTO, Digital Realty
• Gil Santaliz, CEO, NJFX
• Jaime Leverton, CEO, Jaime Leverton Ventures & Advisory
• Bjorn Brynjulfsson, CEO, Borealis Data Center

Elias set the stage by directing the first question to Chris Sharp: What is required to run GPU-powered infrastructure, and how is Digital Realty adapting to meet the needs of high-performance computing?

Sharp began by acknowledging the unprecedented scale of AI’s growth and how it is fundamentally changing the way data centers operate. “The quantum’s that we’re talking about today, the momentum, the pacing—it’s astronomical,” he stated. “Digital Realty, currently has 2.7 to 2.8 gigawatts of IT load deployed, with an additional three gigawatts coming online in rapid succession.”

This doubling of capacity underscores the massive infrastructure shift required to support AI as a workload. He attributed this surge to transformers, the AI models behind ChatGPT, which have intensified power density and cooling demands. “Liquid cooling is now essential, with over 50% of Digital Realty’s capacity modular enabling densification up to 150 kW per rack for Nvidia deployments,” said Sharp.

The shift toward AI infrastructure brings additional challenges. AI racks can weigh up to 5,000 pounds, requiring reinforced floor structures to support their density. The demand for AI workloads has also increased cabling requirements by five times, adding to infrastructure complexity and costs. Sharp added, “Network efficiency has become a critical factor, with InfiniBand imposing distance limitations that require precise architectural design.”

“AI infrastructure extends beyond compute power. Connectivity through carrier-neutral facilities and subsea cables is just as crucial in enabling low-latency AI workloads,” Gil Santaliz adding that the critical role of connectivity in AI deployments is essential and secure.

By facilitating high-capacity traffic between subsea and terrestrial networks, NJFX enables AI workloads to function with minimal latency and maximum efficiency. Without this seamless connectivity, even the most advanced AI models risk becoming isolated and ineffective, unable to deliver real-time insights where they are needed most. “Connectivity is key,” Santaliz emphasized. “NJFX sits uniquely between Virginia and Boston, offering direct access to four subsea cables connecting Denmark, Norway, Ireland, and Brazil. This strategic positioning enables us to provide AI inference as a platform for global collaboration.”

Santaliz emphasized that AI inference, which allows trained models to generate rapid real-time data, remains uncertain who is leading the charge. “The population has to get access to these language models that are trained for production,” he said. “We’re going to see smaller, edge-performance five-megawatt deployments in population centers of 100 million people within five milliseconds.”

Deploying AI inference at this scale is not without challenges. “This isn’t a cheap sport,” Santaliz noted. “The cost of generators, transformers, and switchgear has doubled in the last 24 months due to supply chain issues. Bringing in five megawatts of power, plus the infrastructure to support liquid cooling, requires significant investment.”

Despite these hurdles, he believes a successful model will emerge. “Hyperscalers will keep inference within their existing campuses, while others may deploy in the New York metro area. The economics are staggering, but those who do it right will set the standard for the rest of the industry.” Santaliz also pointed to industry leaders like Digital Realty and Equinix as key players in this evolution, but emphasized that more capacity is needed. “The land grab has already happened—so now, where do you put these inference nodes?”

As AI continues to evolve, the panelists agreed that balancing compute power with strategic connectivity and infrastructure investment will be critical to meeting the demands of AI inference at scale.

The moderator transitioned to Jaime Leverton asking how organizations are navigating the infrastructure changes required for AI and high-performance computing. Leverton noted that many companies are seeking expert guidance rather than trying to figure it out in-house. “Things are moving rapidly, it’s not possible to do this on your own unless you’re working day in and day out,” she explained. “I see most organizations looking for external expertise, which I believe is a smart approach.”

Leverton also mentioned the increasing migration of power resources from Bitcoin mining to the data center space. “I was recently the CEO of a large, publicly traded Bitcoin mining company, and I’ve noticed more capital and operators from that sector shifting into traditional data centers,” she said. “It’s an interesting trend that isn’t widely discussed, but it’s shaping the infrastructure landscape.”

Jumping back into the discussion, Gil Santaliz expanded on the importance of power sourcing for AI workloads. “The power of GPU infrastructure is driving workloads closer to the source of energy,” he noted. “Moving data is more cost-effective than moving energy, which is why we’re seeing shifts like workloads migrating from continental Europe to the Nordics, where power is more abundant.”

Bjorn Brynjulfsson added how industries are repurposing existing infrastructure for AI expansion. “In Finland, we’re seeing old paper mills transformed into high-capacity data centers, tapping into hundreds of megawatts of available power. These types of conversions are creating new opportunities,” he explained. “For example, in Iceland, we’ve upgraded older facilities to support 50 kW per rack using direct air cooling while maintaining US standards.”

As AI scales, infrastructure will continue to adapt, blending new and traditional approaches to ensure efficiency and sustainability.

Sharp provided insights into the future of AI-driven infrastructure, emphasizing the need for efficient cooling solutions and modular liquid cooling integration. “Sufficient allocation of capital is what wins,” he stated. “At the core of our business, we have to be mindful of technological obsolescence while ensuring scalability.” No single design works universally, requiring companies to adapt based on location and climate conditions. Sharp cited a DGX deployment in the Nordics, where free air cooling significantly improved power usage effectiveness (PUE). “What’s unique about that facility is the ability to integrate liquid cooling efficiently, something that remains rare at scale,” he added.

Sharp emphasized that AI is not just a technology—it’s transforming every industry. “Enterprises that embrace AI will gain a major competitive edge,” he said. “Those thaat fail to adapt will struggle as AI reshapes workflows and business models. AI’s rise to the SaaS revolution, predicting that enterprises will increasingly buy AI-driven services rather than developing in-house solutions,” he noted.

Sharp also pointed to private AI deployments as a growing trend, with companies leveraging AI to gain deeper insights from their vast datasets. “Hyperscalers are leading in GPU deployments, but enterprises are realizing the importance of controlling their own data,” he explained. “We’ve moved from data lakes to data oceans, and having access to those insights is a major differentiator.”

With AI models becoming more sophisticated, the discussion underscored the importance of strategic cooling, efficient data management, and long-term infrastructure investments to support AI’s rapid expansion.

Shifting to Brynjulfsson, as the moderator asked how data centers can plan for a 20-year lifespan amid accelerating rack densities. He acknowledged the challenge of making long-term infrastructure decisions in a rapidly changing environment. “It’s tricky. You’re making investments with long-term impacts, and we’re currently building a PLC solution that’s auto-collect in size, targeting 130 kW on the DLC side,” he explained. “However people are already talking about 250 kW per rack, so we have to think ahead.”

When asked if planning for a 20-year timeframe is even realistic, Bjorn acknowledged that some infrastructure will remain, but upgrades will be inevitable. “We previously optimized for blockchain in 2019, using high power in a small footprint,” he shared. “But we knew we’d transition to HPC eventually, so we made our facilities upgradeable. We didn’t anticipate going beyond 150 kW per rack at the time, but we’ve had to add more busbars and power feeds.”

Bjorn noted it may make more sense to build from scratch rather than continually upgrading existing facilities, making planning a crucial part of the data center evolution strategy.

A critical issue emerged—the strain on utilities to meet the surging power demands for AI workloads. The industry is facing a paradox: while there is a significant land grab for AI deployments, the reality is that power availability is a bottleneck. This artificial demand risks stalling genuine, scalable AI infrastructure projects.

The key takeaway? If you have power and an operational facility, you’re in a strong position. Securing generators, transformers, and utility connections has become a multi-year process, and companies that fail to plan ahead may find themselves unable to execute AI deployments on schedule.

The industry must balance power constraints, infrastructure preparedness, and software optimizations to enable AI’s next phase. The future will likely see greater integration between AI inference and training models, shifting workloads dynamically based on available capacity.

“2024 has been a year of rapid land acquisitions, but 2025 will be defined by efficiencies—determining where AI inference should live and how it should scale,” Sharp added.

Panelists emphasized that AI inference is still in its infancy, and its architecture is evolving rapidly. No two models operate the same way, and as inference workloads become more specialized, they will require tailored infrastructure solutions. AI’s future will not be a one-size-fits-all model but rather a mix of edge inference, centralized processing, and optimized power distribution.

December 11, 2024 – Capacity CALA –  The panel discussion focused on the the critical intersection of technology, governance, and resilience in the face of natural disasters affecting the Caribbean/LatAm region. Moderated by Gil Santaliz, CEO and Founder of NJFX, the panel brought together industry leaders to discuss strategies for disaster preparedness, the role of technology in mitigation, and the essential partnerships between governments and private enterprises.

Introducing the Panelists

• Gil Santaliz, NJFX CEO and Moderator
• Andy Bax, Senior Partner for Digital Infrastructure at Cambridge Management Consulting
• Teresa Wankin, Secretary General of CANTO
• Matt Fouch, President and Co-Founder of Subsea Data Systems

Building Resiliency in the Caribbean: Technology, Collaboration, and Government Incentives

The Caribbean is no stranger to natural disasters. Each year, hurricanes, tropical storms, and other extreme weather events threaten the region’s critical digital infrastructure. At a recent discussion held at the PGA National Resort, industry leaders, government representatives, and stakeholders gathered to address the urgent need to strengthen connectivity and disaster preparedness. Moderated by Gil Santaliz, CEO and Founder of NJFX, the conversation drew on decades of collective experience to outline a path forward, combining innovative technology solutions with strategic policy and inter-regional collaboration.

“The Caribbean faces unique challenges in maintaining robust digital infrastructure amidst frequent natural disasters,” said Teresa Wankin, Secretary General of CANTO. She recalled the devastation created by Hurricane Maria, “The entire region felt the brunt of Maria, and in Puerto Rico, there was considerable damage to the landing stations, which left them out of connectivity for quite some time.”

Wankin emphasized that business continuity planning cannot be an afterthought. “We’ve seen time and time again the importance of business continuity planning, pre, during, and after,” she explained, highlighting CANTO’s efforts in uniting operators, cable companies, and regulators. “We worked with a private company to develop a framework for how to treat disasters. The importance of multiple landing stations to mitigate volcanic activity and regulatory challenges cannot be overstated within the region.”

Diversifying Infrastructure
Andy Bax, a Senior Partner at Cambridge Management Consulting with over 30 years of experience in building and operating submarine cable systems, stressed the necessity of resilient network architectures. “The economic model of diversifying landing sites and collaborating with South American networks can significantly reduce reliance on single points of failure,” he said. Sharing insights from his time in Indonesia after the tsunami, Andy underscored the importance of communication when catastrophe strikes. “When you’re in a disaster zone, the ability to communicate is absolutely critical.”

Andy’s perspective shed light on both the technological and policy components of resilience. “We architect networks with a plan for failure, ensuring that if one segment goes down, others maintain connectivity. It’s not just about technology—it’s about planning, outreach, and making sure everyone, from NGOs to local operators, knows how to respond.”

Turning to the future of infrastructure resilience, Matt Fouch, President and Co-Founder of Subsea Data Systems, discussed the technological advancements that are being place on wet cables, such as SMART Cables. These subsea cables would integrate sensors to monitor environmental and operational parameters in real time. “Smart cables are intended to be sensors connected to the cable, providing real-time data on seismic activity, pressure, and temperature,” said Fouch. “With smart cables, we can sense potential cable breaks before they happen, determine the cause, and respond proactively.”

Cost remains a barrier. “Our goal is to reduce the cost of sensor systems from $1.5 million to around $150,000, making it feasible to deploy smart cables across the Caribbean and Latin America,” Fouch explained. He acknowledged the economic hurdles but insisted the investment would pay dividends in disaster preparedness, “Funding remains a challenge, but the potential impact on resilience and safety is immense.”

Bridging the Economic Gap and Enabling Action Through Cooperation
Technology alone cannot solve these challenges if operators, governments, and businesses are not incentivized to implement it. Both Teresa and Andy agreed on the importance of government involvement. “Governments need to incentivize operators through mechanisms like the Universal Service Fund to invest in resilient infrastructure,” suggested Theresa. Andy concurred, noting that without financial support and a supportive regulatory environment, companies might resist investing in long-term projects that do not yield immediate returns.

Santaliz pointed out a case in Puerto Rico, where a state-of-the-art facility remained underutilized because operators could not justify the expense of relocating their equipment. “We have these beautiful, hurricane-hardened facilities, but without incentives, operators stay put,” Santaliz observed. This illustrates the need for public policies and partnerships that encourage migration into safer, more resilient infrastructure and networks.

Fouch underscored that the responsibility for funding and implementing such technologies should not fall solely on island nations. “Governments have funded nearly all the science that helps us understand climate impacts,” he said. “They need to step in here as well.” International agencies, including the United Nations, could play a role in coordinating early warning systems and sharing best practices across borders.

The panelists consistently returned to the theme of cooperation—between governments and industry, operators and regulators, and even across regions. “This is about finding ways to work together so that when disaster strikes, we’re not playing catch-up,” said Wankin. “We need a framework that allows everyone to respond quickly, effectively, and collectively.”

A Shared Responsibility
As the discussion wrapped up, the consensus was clear: building a more resilient infrastructure requires a multifaceted approach. It demands strategic investments in technology like smart cables, sensible policies and economic incentives from governments, and a sustained commitment to collaboration at every level.

“Collaboration with regulators and governments is essential to create an environment conducive to investment and resilient infrastructure,” Wankin reaffirmed. Fouch underscored the transformative potential of sensor-based networks, “The goal is to make these technologies accessible, so every island can monitor its environment and anticipate challenges before they become crises.”

Bax concluded by calling for continuous outreach and enforcement: “We must use available technologies to enforce protection measures and maintain outreach programs to safeguard our critical assets.”

The collective insights from the panel at Capacity CALA reflect a vision of a more secure, connected, and resilient Caribbean. By embracing innovation, fostering public-private partnerships, and ensuring that policies, incentives, and international cooperation are in place, the region can protect its infrastructure, reduce downtime during disasters, and ultimately safeguard the well-being and economic stability of its communities.

Key Takeaways:

• Collaboration is Crucial: Effective disaster preparedness requires seamless cooperation between operators, regulators, governments, and private enterprises.
• Embrace Technological Innovations: Smart cables with integrated sensors can provide real-time data and early warnings, significantly enhancing resilience.
• Diversify Infrastructure: Multiple and strategically located landing points ensure continuity of connectivity even when parts of the network are compromised.
• Government Incentives Needed: Public-private partnerships and supportive regulatory frameworks are essential to encourage investments in resilient infrastructure.
• Address Man-Made Risks: Developing protocols and enforcement mechanisms can mitigate the impact of intentional disruptions to critical communication networks.

The rapid expansion of data center capacity and the growing demands of AI were at the forefront of a recent executive panel discussion that brought together leaders from NVIDIA, CBRE, Supermicro, EXA Infrastructure, Bulk and NJFX. The panel explored critical issues shaping the industry now with AI’s transformative impact to emerging energy solutions for powering future infrastructure.

Stuart Dyer, First VP-Data Center Advisory at CBRE, outlined the unprecedented growth of data center capacity, driven by hyperscalers like AWS, Microsoft, and Google. By 2026, Northern Virginia alone will account for nearly a gigawatt of capacity, with over 75% pre-leased. The vacancy rate across North America remains a mere 1% underscoring the intense race for power and space.

In Europe, secondary markets such as the Nordics are emerging as key players, thanks to their focus on green energy. With the AI boom accelerating, these regions are becoming hotbeds for hyperscale tenants seeking sustainable and scalable solutions.

AI’s Influence on Data Center Design

Malcolm deMayo, VP Global Financial Services Trusted Advisor at NVIDIA, highlighted the critical role of data centers in supporting AI applications, such as weather prediction and insurance modeling. With Nvidia commanding 88% of the AI market, the need for low latency and efficient connectivity is paramount. The discussion emphasized the importance of subsea cables and scalable networks to support the ever-growing data transfer demands of AI inference and training.

Liquid cooling emerged as a key innovation for managing high-power density racks, with Super Micro showcasing advanced solutions like cold plates and liquid-cooled racks. These technologies not only enhance performance but also significantly reduce power consumption.

Advanced Cooling Solutions

Michael Watson, Senior Director, field Application Engineer at Super Micro, highlighted the company’s global presence and leadership in liquid cooling solutions for high-performance computing and AI. He outlined the challenges of managing heat in modern computing systems, emphasizing the need for innovative approaches to meet the demands of increasingly dense workloads.

Watson detailed SuperMicro’s advanced product portfolio, including cold plates, cooling distribution units, and liquid-cooled racks, all designed to optimize cooling efficiency. These solutions significantly reduce power consumption while boosting performance, making them essential for AI-driven environments. Watson underscored the transformative impact of liquid cooling on the data center industry, offering scalable, efficient systems to support the growing demands of high-density AI workloads.

A Path to Sustainability

The conversation shifted to the future of power generation, with Hunter Newby addressing the pressing need for alternative energy solutions. Small cell nuclear reactors were identified as a potential game-changer, offering scalable and localized power sources for data centers. However, the 5-10 year timeline for regulatory approval poses challenges.

Panelists critiqued the inefficiencies of utility-based power systems, which often struggle with supply chain delays and outdated infrastructure. Hyperscalers like Google were urged to consider building their own power plants to bypass regulatory bottlenecks and meet immediate energy demands.

Kristian Kofoed-Solheim of Bulk Infrastructure highlighted Norway’s green energy advantage, leveraging hydropower to fuel sustainable data center operations. With key points discussing the Havfrue cable, the only cable connecting the United States to the Nordics providing access to these power sources. His remarks underscored Europe’s shifting stance on nuclear power and the growing reliance on renewable energy.

AI’s Impact on Network Design

Charles Thomas, VP Sales Engineer from EXA Infrastructure, highlighted the growing demand for high-bandwidth connectivity to support AI workloads. He outlined challenges in managing existing subsea systems and emphasized the need for software-defined networking to extend network capacity. Collaboration with partners and innovation in subsea systems are critical for handling the surge in data transfer demands fueled by AI.

Thomas also discussed the role of government funding in infrastructure projects, which can accelerate innovation. He emphasized how partnerships between private companies and public entities are essential for building and operating scalable data center solutions.

AI, Connectivity, and Partnerships

Gil Santaliz emphasized NJFX’s pivotal role as North America’s first carrier-neutral cable landing station, crucial for interconnecting continents and supporting AI applications. He highlighted NJFX’s infrastructure, which supports high-density data centers and seamless subsea cable connectivity essential for AI’s low-latency and high-bandwidth needs.

Santaliz pointed out the inefficiencies in traditional utility systems, such as equipment delays and domestic manufacturing constraints. He proposed nuclear power as a solution for data centers to bypass these utility challenges and achieve scalable energy generation.

Additionally, he discussed the complexities of water management in data centers with liquid cooling systems. NJFX’s flexible design accommodates advanced cooling technologies, meeting the increasing demand for AI and high-performance computing. Santaliz concluded by stressing NJFX’s commitment to adapting infrastructure for the evolving needs of AI-driven industries, ensuring efficiency and scalability.

Key Takeaways

1. AI Drives Growth: Hyperscalers and Fortune 1000 companies are accelerating demand for data center capacity to support AI workloads.
2. Energy Innovation is Critical: The transition to small cell nuclear reactors and green energy solutions is vital for scalable, sustainable growth.
3. Connectivity Matters: Low latency and high-bandwidth networks, powered by subsea cables, are essential for AI inference and real-time applications.
4. Collaboration Fuels Progress: Partnerships across the industry are driving innovation and addressing challenges in infrastructure and energy.

As the data center industry evolves, leaders must embrace innovative technologies and sustainable energy solutions to power the future of AI and digital infrastructure. This session offered a glimpse into the strategies and partnerships shaping the road ahead.

The hidden network of submarine cables that crisscross our ocean floors has become the backbone of global communication and commerce. Recent events in the Baltic Sea have once again thrust the vulnerability of this critical infrastructure into the spotlight. As European officials investigate the Baltic Sea disruptions, we find ourselves at a critical juncture. The intentional targeting of submarine cables not only threatens to sever communication links between nations for extended periods but also raises alarming questions about the security of our digital world. NJFX has long recognized the strategic importance of these undersea lifelines. In February, NJFX’s Critical Infrastructure Forum brought together financial executives to discuss the political risks threatening global connectivity. Little did we know that just weeks later, similar incidents would unfold in the Red Sea further emphasizing the foresight of our concerns. In this article, we’ll explore the recent events, their potential implications, and why proactive planning and early collaboration are more crucial than ever in safeguarding our global networks. As we navigate these turbulent waters, the lessons learned may well determine the resilience of our digital future.

Recent disruptions to undersea internet cables in the Baltic Sea have raised concerns about potential sabotage and geopolitical tensions. On Sunday, a cable connecting Lithuania and Sweden (C-Lion1) was cut, followed by the disruption of a cable linking Finland and Germany (BCS East-West Interlink) on Monday. European officials have launched investigations into these incidents, which fit a pattern of attacks previously linked to Russia. In recent months, Russia has demonstrated increased interest in undersea cables, often patrolling near critical maritime infrastructure far from its own shores. This aligns with reports from US officials who, in September, warned that Russia was more likely to engage in potential sabotage operations. The timing and nature of these disruptions have heightened suspicions about Russian involvement, underscoring the vulnerability of vital communication infrastructure and the need for enhanced security.

The events early this year in the Red Sea have brought to light significant vulnerabilities in our global submarine cable and terrestrial network infrastructure. This is particularly concerning given our increasing reliance on digital connectivity worldwide. The over-dependence on just two main submarine cable systems (AAE-1 and SEA-ME-WE 5) for connectivity between Asia, Africa, and Europe, combined with the geographical bottleneck created by routing through Egypt, presents substantial risks. As we’ve seen, disruptions in one area can have far-reaching consequences on global connectivity. These challenges underscore the urgent need for more diverse routing options, increased collaboration within the industry, and improved adaptability to evolving global risks. As we advance into an era dominated by AI and other cutting-edge technologies, the resilience of our network infrastructure becomes increasingly crucial. The current situation presents an opportunity to reassess and reinforce our global connectivity strategies, ensuring that our foundational systems can robustly support the technological advancements of the future.

Subsea cables play a pivotal role in our interconnected world. These fiber optic cables running along the ocean floor form the backbone of the global internet and are crucial for international communications and financial transactions. Astonishingly, they carry between 95-99% of all international internet and voice traffic, highlighting their indispensable nature. In the realm of finance, nearly all cross-border transactions rely on these underwater lifelines, enabling real-time trading and international banking operations. The capacity of modern subsea cables is staggering with some capable of transmitting up to 160 terabits per second, meeting the ever-increasing demands of global internet traffic. For multinational corporations, these cables are essential to support seamless communication between global offices, enabling cloud services, and facilitating worldwide e-commerce. To ensure uninterrupted global connectivity, multiple cables often run between the same locations that provides crucial redundancy in case of damage or disruption. The security and maintenance of subsea cables have become major concerns for governments and businesses worldwide recognizing that any disruption could have far-reaching consequences for global communication and economic activities.

Network infrastructure faces various threats including sabotage, accidental damage, and natural disasters. Deliberate sabotage can involve cyberattacks on power grids or physical attacks on facilities, while accidental damage may occur from ship anchors damaging undersea cables. Natural disasters such as earthquakes, hurricanes, floods, and wildfires can also severely impact infrastructure. These events can lead to service disruptions, economic losses, and safety hazards. To mitigate these risks, organizations implement enhanced security measures, regular maintenance, redundant systems, and disaster response plans. They also work on improving infrastructure design for better resilience against various threats, aiming to minimize the potential impact on essential services and public safety.

NJFX’s Critical Infrastructure Forum marked a significant moment as the event brought together over 30 executives focusing on redefining cloud, IP, and global connectivity with a particular emphasis on supporting multinational banks’ applications. Key discussions centered on enhancing network infrastructure, enabling private backbone access to major cloud operators, and improving last-mile access solutions, especially in Latin America. The forum’s forward-thinking agenda proved prescient, anticipating many of today’s connectivity challenges. By facilitating these crucial conversations, we need to emphasize our pivotal role in shaping a future-proof, expansive internet infrastructure. This gathering of industry leaders not only raised awareness about critical infrastructure needs but also fostered collaboration, driving innovation towards a more connected and efficient global network.

Multiple cable routes ensure that if one line is damaged or experiences issues, data can still flow through alternative paths. This redundancy is crucial for maintaining global connectivity, especially for critical communications and business operations. Early collaboration between countries and companies is indeed vital in the development and maintenance of robust cable networks. Such partnerships allow for shared resources, expertise, and costs, which is particularly important given the scale and complexity of undersea cable projects. This collaboration can lead to more efficient planning, faster deployment, and better coverage of global communication needs. As our reliance on digital infrastructure grows, so does the need to protect these critical assets. Enhanced security protocols, regular monitoring, and rapid response capabilities are essential to safeguard against both physical threats and cyber attacks.

Emerging technologies for undersea cable protection include advanced sensors, stronger materials, and AI-powered monitoring systems. Meanwhile, alternative communication methods like satellite networks (e.g., Starlink) and high-altitude platforms are gaining traction as potential backups. This includes shared monitoring systems, joint research initiatives, standardized regulations, and collaborative disaster response plans. By working together, nations can better safeguard these vital communication arteries against physical damage, cyberattacks, and natural disasters to ensure a continuous flow of global data.

NJFX’s proactive stance highlights the importance of planning for future challenges in the rapidly evolving landscape of global connectivity. NJFX today can support 500kw with air cooled solutions amongst the developments of a 4.5-to-7.5MW liquid-cooled data hall with scalability in mind. These vital undersea arteries of information transfer underpin our increasingly interconnected world, facilitating everything from financial transactions to social media interactions. As we’ve seen from NJFX’s example, ensuring the security and resilience of these networks requires increased awareness and proactive measures from all stakeholders in the industry.

Moving forward, collaboration and comprehensive planning will be key to addressing the complex challenges facing our global communication infrastructure. Industry leaders, government bodies, and technology innovators must work together to develop robust strategies that can withstand both physical and cyber threats. By following the example set by forward-thinking organizations like NJFX, we can build a more secure, resilient, and efficient global network that will support the communications needs of generations to come. The future of our connected world depends on our ability to protect and optimize these crucial undersea links, ensuring uninterrupted global communication for years to come.

On October 15th, 2024, the vibrant heart of New York City’s Financial District became the epicenter of groundbreaking discussions as NJFX co-hosted a dynamic morning briefing. Esteemed leaders from CBRE, NVIDIA, Supermicro, EXA Infrastructure, and Bulk Infrastructure took the stage sparking conversations that are paving the industry.

This premier event served as a pivotal node for network designers, financial executives, and industry innovators all eager to navigate the rapidly evolving landscape of AI. At the core of the briefing was a bold and ambitious question: How can we scale networks to harness the transformative power of AI? The consensus pointed to the necessity of strategic collaboration. Melding the power from data centers with cutting-edge hardware solutions to create seamless, robust connectivity tailored for the next generation of AI applications. The event began with an in-depth overview of the current data center landscape across North America and Europe, led by Stuart Dyer at CBRE. With vacancy rates hovering at just 1%, and pre-leasing becoming the norm, it is evident that AI is driving an unprecedented demand for power and capacity.

Stuart mentions, “Northern Virginia, for example, has already leased over 75% of its planned 2026 capacity, highlighting the urgency for expanding infrastructure. In 2024 alone, 500MW were brought online in Northern Virginia, all of which were fully contracted, with an additional 800MW expected in 2025.”

As AI continues to rise, the infrastructure supporting it must evolve to meet increasingly demanding requirements. Scalable and flexible data centers capable of handling high-density applications are no longer optional — they are essential. CBRE emphasized this shift, noting that enterprises now need to secure data center capacity 24 to 36 months in advance to keep pace with escalating demand.

Malcolm deMayo from NVIDIA underscored the critical advancements needed to support AI’s exponential growth. Malcolm mentioned the critical need for accelerated computing solutions to efficiently handle AI workloads. “We’re the only semiconductor company in the world that issues or creates a new architecture every year. It’s never been done before, and these are radically new architectures,” Malcolm said.

NVIDIA’s breakthroughs in GPUs and data center architectures have revolutionized computing power, achieving a 1,000x acceleration in workloads over the past eight years while reducing power consumption by 350x. Central to this transformation are NVIDIA’s Grace and Hopper systems, which deliver twice the power efficiency of traditional CPUs, making them perfectly suited for the intense demands of AI applications.

Malcolm shared a interesting case study, “We lowered the total cost of ownership at PayPal by 70%, enabling us to drive a spark capacity workload by 5x, which can generate cost reductions between 70 and 80%. This represents a massive opportunity.” This significant cost efficiency not only enhances performance but also makes advanced AI solutions more accessible and sustainable for businesses.

NVIDIA’s innovative approach is setting new standards in the industry, demonstrating how strategic advancements in hardware and architecture can unlock unprecedented potential for AI-driven networks and applications.

As the conversation deepened around scaling AI-driven networks, Supermicro’s advancements emerged as crucial components in ensuring sustainable and efficient operations. Michael Watson from Supermicro presented the latest breakthroughs in hardware designed to meet the escalating demands of AI infrastructure.

Supermicro unveiled their cutting-edge liquid cooling technology aimed at reducing energy costs and addressing the substantial power and cooling requirements of high-density AI servers. Michael emphasized, “Supermicro has the largest server portfolio among all OEMs, making us not only first to market but also offering one of the broadest ranges of compute capabilities. We have deployed more AI GPU systems globally than any other OEM, demonstrating our experience and leadership in accelerated computing.”

This leadership in the AI hardware space is further exemplified by Supermicro’s highly efficient power supplies. This efficiency extends seamlessly into their liquid cooling systems, which can save up to 40% on electricity costs compared to traditional air cooling.

Supermicro’s focus on energy-efficient hardware is a strategic response to the critical metric of PUE in data centers. “The more efficient your data center is, the more you’ll be saving,” Michael stated. This commitment to reducing PUE underscores Supermicro’s dedication to maximizing cost savings and enhancing the sustainability of AI-powered infrastructures.

It is becoming evident that adding cutting-edge equipment to future-ready infrastructure like NJFX is paramount for sustaining AI advancements. The integration of specialized hardware and innovative cooling solutions ensures that data centers can handle the increasing computational demands while maintaining operational efficiency.

Gil Santaliz at NJFX stated, “In the era of AI, downtime is not an option. Our Tier 3 robust infrastructure design ensures maximum uptime and reliability, providing our clients with the confidence that their AI applications are supported by a stable and secure facility.” This commitment to reliability is crucial for businesses that depend on uninterrupted access to their AI-driven services.

Future-ready infrastructure encompasses more than just physical space; it involves the strategic deployment of advanced equipment that can adapt to the dynamic needs of AI workloads. By investing in scalable and flexible solutions, data centers like NJFX are not only meeting current demands but are also preparing for future growth. This proactive approach minimizes downtime, enhances performance, making it a smart investment for enterprises aiming to leverage AI’s full potential.

NJFX is setting new benchmarks in data center design, making it an ideal partner for businesses looking to scale their AI capabilities. Gil added, “Collaboration is key to our success. By partnering with leading technology providers and infrastructure experts, we can continuously enhance our offerings and stay at the forefront of AI infrastructure development.” These partnerships enable NJFX to leverage cutting-edge technologies and integrate best practices into their data center operations.

As connectivity remains the backbone of advanced AI-driven infrastructures, the role of managed optical services has never been more critical. Charles Thomas from EXA Infrastructure delved into how the demand for robust and scalable optical networks is evolving to support the growing AI landscape.

“The types of customers who are interested in managed optical is much broader than it was before. Government, OTTs, and occasionally very large enterprises – now it’s about everybody.” Charles stated, highlighting the democratization of high-capacity optical services driven by the pervasive growth of AI applications across diverse industries.

Charles explained, “Typically, customers request an hour in multiple targets, and it’s driving them away from discrete circuits. Managing optical spectrum services becomes incredibly difficult on the submarine system because bandwidth is finite.” This constraint necessitates innovative network design to maximize the utility of available bandwidth.

“We have to get creative on how we design a network to the maximum value out of the available bandwidth that exists on the submarine system,” Charles emphasized, underscoring the need for ingenuity in network architecture to support the exponential growth of data demands.

 “For the planned submarine systems, they’re exponentially larger than anyone would have thought about. It’s an interesting transitional point—the OTTs are now called hyperscalers, and now they’re referred to as super scalers, among other names.” This rebranding reflects the scaling up operations and the increasing complexity of managing vast, high-capacity networks.

Charles concluded by highlighting EXA Infrastructure’s commitment to driving innovation in optical network management and ensuring their solutions remain at the forefront of industry demands, “As the demand for AI continues to surge, our approach must evolve to provide flexible, scalable, and efficient optical solutions that meet the diverse needs of today’s enterprises and tomorrow’s innovators.”

Emphasizing the essential role of global connectivity in supporting AI-driven infrastructures is Bulk Infrastructure who are enhancing transatlantic data transmission through the Havfrue Cable.

Kristian Kofoed-Solheim from Bulk Infrastructure illuminated Bulk’s pivotal role in global data center connectivity through their ownership of the Havfrue Cable. “Bulk Infrastructure is committed to providing unparalleled connectivity solutions to support the growing demands of AI and other high-performance applications,” Kristian said. “Havfrue is the only submarine cable connecting New Jersey to Norway creating a unique and resilient path for data transmission route essential for supporting expansive AI operations.”

The Havfrue Cable, equipped with state-of-the-art technology, offers a robust and high-capacity link that is essential for maintaining low-latency and high-reliability connections. “This cable is a game-changer for enterprises and hyperscalers looking to expand their global footprint,” Kristian  explained. “It not only enhances our connectivity offerings but also ensures that our clients can achieve seamless and efficient data flows across continents.”

Bulk Infrastructure’s data centers in the Nordics are renowned for their advanced infrastructure and sustainability practices.

“In an era where data is the new currency, having reliable and high-capacity connectivity is paramount,” Kristian stated. “The Havfrue Cable not only strengthens our network capabilities but also positions us as a pivotal hub for global data traffic, enabling our clients to leverage AI and other advanced technologies to their fullest potential.”

Looking ahead, we see the next phase in our industry characterized by even greater collaboration and innovation. Enhancing data center designs, expanding renewable energy sources, and integrating advanced cooling solutions will be crucial to meeting the demands of high-density AI applications. The evolution of AI and digital infrastructure is far from over—what’s next will be about creating smarter, more adaptable networks that ensure scalability, sustainability, and resilience in the face of rapid technological change.

The 7×24 Exchange event in Atlantic City was nothing short of electric! A gathering of the industry’s top minds, from engineers to data center visionaries, this conference was the place to be for anyone looking to stay ahead in the rapidly evolving digital landscape. The event was packed with forward-thinking insights all aimed at tackling the big challenges and seizing even bigger opportunities shaping the future of global connectivity with cutting-edge discussions on fiber networks, subsea cables, and hyperscale infrastructure. Esteemed speakers like Bret Crosswinds from Coreweave and Joe Liccardo from Coresite provided invaluable perspective of AI end users and the demand for speed-to-market. In attendance were other innovators from companies like Tierpoint, Bala Consulting, Schneider Electric, SSI and much more!

Among the highlights was a powerful panel discussion on “The Great Fiber Network,” with expert leaders such as, Jason Walker from DC Blox, Ryan Imkemeier from NJFX, Gabe Sudduth from Corning, and Terri Schiavello from Corning who expertly moderated the conversation. The panel tackled some of the most critical topics facing the industry today, including the explosive growth in fiber density, the increasing role of hyperscalers, and the operational challenges of building out a resilient, future-proof fiber infrastructure.

The conversation delved into the critical role subsea cables play in today’s hyperconnected world. Gabe Sudduth, Product Line Manager at Corning, underscored the importance of these undersea lifelines: “Approximately 95-99% of intercontinental traffic is carried by subsea cables. There are currently 400-600 operational cables, with many more in the pipeline, highlighting the crucial role these systems play in global communications.” The panel further emphasized the ongoing efforts to meet increasing demand, particularly through the exponential growth of fiber counts per cable, which have surged from 432 to 1,728 fibers.

Ryan Imkemeier, VP of Operations at NJFX, highlighted the operational challenges and the growing need for additional cable landing stations. “As data demand rises, so does the need for more cable landing stations. Securing permits and overcoming local regulatory hurdles are essential steps in accelerating fiber buildouts from these stations to hyperscale data center campuses and metro fiber routes.” He also emphasized the complexity of new higher count subsea fibers and the role of the power feed equipment (PFE) to power the repeaters, branching units and other subsea equipment based on design.

Jason Walker, VP of Operations at DC Blox, shared insights into how hyperscalers are rebuilding the internet by deploying 10 megawatt network nodes and implementing new fiber pair systems capable of transmitting over 20 terabytes per pair. “Hyperscalers are reserving old cables to ensure the necessary infrastructure for future AI workloads, pushing the boundaries of what our networks can handle,” he explained. Jason also noted the growing trend of hyperscalers constructing their own high-capacity dark fiber routes from cable landing stations to data center campuses, as demonstrated by companies like Google.

The panel also tackled the hurdles involved in expanding the fiber network. Jason emphasized the supply chain challenges, particularly in securing local permits for building new infrastructure. He shared the example of their Myrtle Beach cable landing station project, which faced significant delays due to regulatory approvals and navigating residential and commercial developments.

As the conversation shifted toward AI’s impact on the industry, Ryan pointed out the growing demand for liquid cooling solutions to support the higher density racks needed for AI applications. Jason highlighted the effect of GPU chips on data center design, stressing the importance of adapting infrastructure to meet these new power and cooling requirements.

Gabe Sudduth rounded off the discussion by stressing the importance of staying ahead of the curve in fiber technology: “The industry is experiencing exponential growth, particularly in fiber density. Moving from 432 to 1,728 fibers in a single cable is just the beginning. We need to continue engaging with subsea cable providers to transition to multi-core fiber designs that can handle the future’s bandwidth demands.”

The panel wrapped up with questions from the audience, touching on topics like security protocols for cable landing stations, alternative routes for subsea cables, and the power requirements of next-generation networks. Jason and Ryan both agreed on the need for stringent security measures at cable landing stations, including multiple layers of physical security, surveillance, and collaboration with government entities. Ryan Imkemeier touches on the Confluence Cable, “There is a subsea project, Confluence, that would be an alternate wet cable with branching units connecting New Jersey, Virginia Beach, Myrtle Beach, Jacksonville, and Boca providing diversity from the traditional I-95 route.”

In conclusion, the 7×24 Exchange panel provided a comprehensive look at the future of fiber networks, highlighting both the challenges and opportunities in this rapidly evolving field. As Jason succinctly put it, “The hyper-scale-driven growth in fiber connectivity shows no signs of slowing down.” With advancements in subsea cable technology and the rise of hyperscale networks, the fiber network industry is poised for a future defined by innovation and resilience.

The demand for AI-driven technologies accelerates as enterprise customers are increasingly seeking to deploy hundreds of GPU applications within high-density environments. Searching for a uniquely positioned data center to meet these challenges and seize the opportunities presented by AI’s rapidly growing influence can be difficult. NJFX carrier neutral data center is now poised to support up to 5MW of Edge AI infrastructure with developments in liquid cooled solutions.

NJFX has created a future-ready infrastructure capable of sustaining the intense performance and efficiency required for GPU-intensive workloads. For AI inference, having robust and highly available network connectivity is essential. NJFX’s infrastructure allows customers flexibility in power densities and a high level of connectivity that AI applications demand. NJFX is meticulously designed to accommodate high-density computing hardware ensuring uninterrupted operations even under the most demanding conditions. The integration of water-based cooled applications enables NJFX to efficiently manage the immense heat generated by GPUs.

“Our infrastructure is designed to meet the needs of tomorrow’s digital landscape,” says Gil Santaliz, CEO of NJFX. “By incorporating advanced cooled applications and optimizing our power distribution systems, we’re ensuring that NJFX is not just prepared for today’s AI demands, but also for the next wave of advancements that will shape the industry.”

Strengthening Our AI-Ready Infrastructure

To further support the requirements of AI applications, NJFX has onsite N+1 Generators and Uninterruptible Power Supply (UPS) systems. This design allows for real-time configurable emergency power distribution, providing redundancy that guarantees operations remain uninterrupted eliminating single points of failure. This level of reliability is critical for businesses that cannot afford delays, particularly in markets like, finance and high-frequency trading, where every millisecond counts.

NJFX is supported by New Jersey’s power supplier JCP&L ensuring we have the capacity to support up to 5MWs of Edge AI inference and connectivity convergence. The mission critical infrastructure design can hold capacity over 1,000 cabinets in a carrier-neutral environment. Also, NJFX provides greater capacity to address customers’ high density power needs up to 20kw/cabinet. This capacity enhancement strengthens NJFX’s position as a leader in the global connectivity landscape and underscores the commitment to supporting the next generation of AI-driven enterprises.

NJFX is working closely with leading technology partners, including Supermicro and Vertiv, to design our first-floor AI space to support the higher density requirements of these GPUs , while maintaining the highest levels of efficiency and reliability.

“Our collaboration with partners like Supermicro and Vertiv has been instrumental in creating a space that is both optimized for AI applications and flexible enough to accommodate future technological advancements,” added Ryan Imkemeier, NJFX’s VP of Operations. “We are committed to ensuring that our facility remains at the cutting edge of digital infrastructure.”

NJFX continues to expand and enhance its infrastructure, our commitment to providing exceptional service to our partners and tenants remains stronger than ever. Our journey is a proactive approach to innovation with a clear focus on creating a resilient and scalable environment for AI. Implementing advanced cooling solutions to optimizing power distribution, every aspect of our facility has been designed with the future in mind, ensuring we can meet the demands of tomorrow’s digital world.

NJFX Hosts Upcoming Event to Showcase AI Capabilities

In line with our mission to lead the way in AI connectivity, NJFX is hosting an exclusive event in Lower Manhattan this October. The event is in collaboration with Bulk Infrastructure, EXA Infrastructure, Supermicro and will feature distinguished speakers from NVIDIA and CBRE. The day will provide a platform to discuss the convergence of infrastructure, connectivity, and hardware.

NJFX CEO, Gil Santaliz, will address attendees from the financial, high-frequency trading, and enterprise markets, highlighting the importance of purpose-built data centers, the challenges of integrating AI into data centers, and how NJFX is creating an AI connectivity hub in New Jersey that links directly to the megalopolis area. This event is part of our broader commitment to innovation, collaboration, and leadership in the AI-driven future.

“We are excited to be part of this revolution and to engage with industry leaders in exploring the limitless possibilities that AI brings to our interconnected world,” concluded Santaliz. “Together, we are shaping the future of AI and digital infrastructure.”

With our infrastructure enhancements and strategic partnerships, NJFX is not just preparing for the future—we’re actively creating it, ensuring our facility remains a critical player in the global AI ecosystem for years to come.