Orange Invests Smarter

No educated guessing for this operator. The team at Orange leverages TeleGeography intel to predict future network needs and invest in the right infrastructure projects and partners.

Orange Logo_RGB

Digital Infrastructure Investing Done Right

How the team at EXA Infrastructure keeps their investment strategy ahead of the headlines. 

The data behind due diligence 

EXA InfraConnecting markets

EXA Infrastructure is laser-focused on connecting data center markets. With this mission in mind, interconnectivity data is vital.

These experts need precise intelligence to validate where to lay new fiber, which assets to acquire, and how to price bespoke infrastructure.

Strategic route planning

Professionals at EXA Infrastructure tasked with connecting core-to-edge and core-to-core data center markets need to know where the next big interconnectivity hub will be. And reliable interconnectivity data that adjudicates the world’s fastest growing hubs is both hard to come by and involves a lot of manual calculation and tracking.

Calculating ROI

Digital infrastructure investment requires a lot of due diligence—and a clear path to return on investment.

Data on cross-connect prices (fiber, Ethernet, copper) and cabinet installation rates by operator and metro area support EXA's ability to invest wisely, set competitive prices, and benchmark their offerings against regional competitors.

Data-based solutions

Regional opportunity mapping 

For EXA Infrastructure, TeleGeography’s Data Center Research Service is a crucial toolkit for deploying capital in high-stakes European and Transatlantic bandwidth markets.

TeleGeography’s data center experts map over 6,000 active data centers and identifies the specific connectivity health of 3,000 cities. By filtering data centers by "networks connected," EXA can identify high-capacity sites that are currently underserved by diverse fiber routes, creating a direct business case.

Bandwidth forecasts

While Data Center Research Service provides insight on the "destination" (the hubs), TeleGeography’s Transport Networks Research Service provides the "roadmap" (the pipes).

EXA’s value proposition is high-capacity, low-latency "core-to-core" connectivity. TeleGeography's transport insight provides the hard data to justify where to add "lit" capacity vs. where to acquire dark fiber.

The service also provides seven-year forecasts on international bandwidth, giving EXA insights on where they may want to increase their investment or expand into new regions or routes. 

Traffic intelligence 

While EXA focuses on the physical layer (fiber and subsea), they can plug in the IP Networks Research Service for intelligence on the traffic layer above it.

This allows EXA to align its €500M+ investment strategy with the actual flow of global internet traffic.

By identifying where major Tier-1 carriers and content delivery networks are peering, EXA can market its Managed Fiber Network and Wavelength services as the ideal diverse backhaul to those critical exchange points.

The impact

EXA Infrastructure has transitioned from a period of rapid consolidation to one of large-scale capital deployment.

Following a massive €1.3 billion refinancing in late 2025, the company has hit several major milestones that solidify its position as a leading data center-to-data center connectivity platform.

On December 31, 2025, EXA officially completed the acquisition of Aqua Comms. The deal added multiple critical subsea systems to EXA's portfolio, including AEC-1, AEC-2, CeltixConnect-1 & 2, and participation in the Amitié system.

EXA has also broken several long-standing bottlenecks in the European fiber landscape.

Launched in September 2025, Project Visegrád is the largest cross-border fiber backbone deployment in Central Europe in 25 years. It connects Poland, Czechia, Slovakia, and Hungary directly to EXA's hyperscale hubs in Germany and Austria. And in July 2025, EXA deployed the first new subsea cable in the North Sea in 25 years, linking London to Frankfurt, Amsterdam, and Brussels (FLAP) with a modern, high-fiber-count system.

EXA Infrastructure by the numbers

20

+

Years of experience building resilient networks

400

Gbps

Wavelength enabled network

220

+ TB

Traffic transported on their network

8

Subsea cables

Key Research Tools

Explore a few of the services used by the experts at EXA Infrastrcuture.

Data Center Research

TeleGeography's Data Center Research Service offers a global data center capacity, service providers, and pricing trends.

Transport Networks Research

Data and analysis on long-haul networks and the undersea cable market, with forecasts of international bandwidth supply, demand, prices, and revenues.

IP Networks Research


TeleGeography's IP Networks Research Service platform delivers data, analysis, and forecasts on international internet capacity, traffic, service providers, pricing, and revenues.

Solutions

It's nice that this lines up with the Challenges portion, but this is arguably the most important part of the page and you have to work so hard to get here.

It also remains misaligned with the rest of the page, which is too bad.

Lorem ipsum dolor sit amet, consectetur adipiscing elit, sed do eiusmod tempor incididunt ut labore et dolore magna aliqua. Ut enim ad minim veniam, quis nostrud exercitation ullamco laboris nisi ut aliquip ex ea commodo consequat. Duis aute irure dolor in reprehenderit in voluptate velit esse cillum dolore eu fugiat nulla pariatur. Excepteur sint occaecat cupidatat non proident, sunt in culpa qui officia deserunt mollit anim id est laborum.

The Impact

It's great to have the impact underscored and pull out key features, but this is misaligned with the rest of the story. 

 

Favorite Features

  • Transport Networks: International bandwidth demand and pricing forecasts
  • GlobalComms Database: Mobile, fixed broadband, and fixed voice data
  • GlobalComms Database: Downloadable mobile and fixed data traffic
  • Network Pricing: Enterprise pricing modules and interactive search tools
Frame 56

More from GlobalComms

Explore content from TeleGeography's GlobalComms Database, the research that keeps McKinsey experts on the cutting edge.  

Blog

China: The World’s Biggest 5G Market

How big is the world's largest 5G mobile market? 1.2 billion active subscriptions—and that's all in...

Blog

M&A Monthly: February/March 2026

Fresh from TeleGeography's GlobalComms team is this month's edition of M&A Monthly—your intelligence...

Blog

Fiber Fever: Meet the ISPs Driving FTTH Deployment in South Africa

Fiber ISPs are very much on the rise in South Africa, with multiple players gaining traction with their...