SEA Deal Ticker
The trans-Pacific pipe for AI traffic is fully sold: Keppel's Bifrost hits $1.3B as the last fibre pair goes to a hyperscaler
A right-of-use deal for the final pair brings the 20,000km Singapore–US cable to $1.3B across five pairs, carrying 240+ Tbps. Keppel projects ~30% IRR via its 40-60 co-investor JV.
Positive-sum angle: When the region owns the trans-Pacific pipe rather than renting it, every SEA cloud and AI workload rides cheaper capacity to the US West Coast.