Snapshot from Jul 19, 2026 at 14:14 UTC. For live data and tracking: View Live
Events / Business / Microsoft, Lightstorm build India-SEA cable
Business infrastructure project

Microsoft, Lightstorm build India-SEA cable

Analysis based on 17 articles · First reported Jul 02, 2026 · Last updated Jul 02, 2026

Sentiment
70
Attention
6
Articles
17
Market Impact
General
Live prominence charts, article sentiment distribution, and event development timeline available on the Ergen Dashboard
Market Impact

The construction of the I-2SEA undersea cable by a consortium including Microsoft and Lightstorm Entertainment is expected to significantly boost AI and cloud infrastructure in India, Malaysia, and Singapore. This will likely lead to increased investment and growth in the technology and telecommunications sectors in these regions, benefiting companies involved in data centers and digital services. Lightstorm Entertainment's planned listing in India also signals potential for new market opportunities.

Telecommunications Technology Data Center
Event Summary

A consortium comprising Microsoft, telecom startup Lightstorm Entertainment, Tata Communications, Singtel, ASEAN Cableship, and Oracle Corporation plans to construct the I-2SEA undersea cable. This 3,600 km network will link India with Malaysia and Singapore, with landing stations in Machilipatnam, India. The cable, expected to be operational by Q4 2029, aims to support the growing demand for AI, cloud, and hyperscale workloads, particularly in India's rapidly expanding data market. Lightstorm Entertainment also announced its intention to list in India by mid-2027, targeting a valuation of up to $1.5 billion.

Key Actions
100 Tata Communications will construct
100 Singtel will construct
100 Microsoft signed contracts
90 Microsoft plans to build
90 Lightstorm Entertainment plans to build
80 Oracle Corporation will construct
70 ASEAN Cableship will construct
70 Lightstorm Entertainment plans to list India
Entities Involved
oth
Lightstorm Entertainment
Lightstorm Entertainment is a telecom startup and a key member of the consortium. It plans to list in India in mid-2027, seeking a valuation of up to $1.5 billion, and the new cable will expand its network in India.
Importance 90.0 Sentiment 80.0
cnt
India
India will benefit from enhanced connectivity, particularly its East Coast data center clusters in Hyderabad and Chennai, which will be directly linked to Singapore and Malaysia via the I-2SEA cable system.
Importance 80.0 Sentiment 30.0
stock
Singtel
Singtel is a consortium partner in the I-2SEA cable system, which will help meet the increasing demand for AI and cloud workloads in the region.
Importance 70.0 Sentiment 50.0
cnt
Malaysia
Malaysia's emerging data center corridor at Kuala Lumpur will be connected to India and Singapore by the I-2SEA cable system, improving its regional connectivity.
Importance 70.0 Sentiment 30.0
stock
Tata Communications
Tata Communications is a consortium partner in the I-2SEA cable system, contributing to the development of critical infrastructure for AI and cloud services.
Importance 70.0 Sentiment 50.0
cnt
Singapore
Singapore, as a preeminent cloud interconnect and AI hub, will be directly linked to India and Malaysia by the I-2SEA cable system, reinforcing its regional importance.
Importance 70.0 Sentiment 30.0
stock
Microsoft
Microsoft is a consortium partner in the I-2SEA cable system, which will support its rapidly growing demand for hyperscale and AI workloads across the India-Southeast Asia corridor.
Importance 70.0 Sentiment 50.0
stock
Oracle Corporation
Oracle Corporation has been appointed as the system supplier for the I-2SEA cable, indicating a significant contract for its submarine cable technology and expertise.
Importance 60.0 Sentiment 40.0
priv
ASEAN Cableship
ASEAN Cableship has been appointed as the marine installation partner for the I-2SEA cable system, securing a major role in the project's physical deployment.
Importance 50.0 Sentiment 40.0
per
Amajit Gupta
Amajit Gupta, Lightstorm Entertainment Group CEO and Managing Director, provided details about the I-2SEA cable and Lightstorm Entertainment's future listing plans.
Importance 40.0 Sentiment 60.0
stock
Meta Platforms
Meta Platforms has announced data centers in Machilipatnam, India, a landing station for the I-2SEA cable, indicating broader tech investment in the region.
Importance 20.0 Sentiment 30.0
stock
Alphabet Inc.
Alphabet Inc. has announced data centers in Machilipatnam, India, a landing station for the I-2SEA cable, indicating broader tech investment in the region.
Importance 20.0 Sentiment 30.0
priv
TeleGeography
TeleGeography, a telecommunications research firm, provided statistics on India's active and planned submarine cables, offering market context for the I-2SEA cable project.
Importance 10.0 Sentiment 0.0
stock
Macquarie Group
Macquarie Group's Equity Research provided a report on India's data center capacity, offering market context for the I-2SEA cable project.
Importance 10.0 Sentiment 0.0
Relationships
India related ↔ Malaysia
India related ↔ Tata Communications
India related ↔ Singapore
India related ↔ Microsoft
India related ↔ Oracle Corporation
Malaysia related ↔ Singapore
Malaysia related ↔ Microsoft
Malaysia related ↔ Oracle Corporation
Tata Communications related ↔ Singapore
Tata Communications related ↔ Microsoft
Tata Communications related ↔ Oracle Corporation
Singapore related ↔ Microsoft
Singapore related ↔ Oracle Corporation
Microsoft related ↔ Oracle Corporation
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