The price of optical fiber preform, a key component in optical fiber manufacturing, has surged due to increased demand from AI computing power network construction. General G.652D preform prices have risen over 180%, while G.657.A2 preforms for data centers have seen an even steeper increase of nearly 550%. This shortage is attributed to supply-demand imbalance and rising upstream raw material costs, with expectations that the tight supply will persist until 2027. AI
IMPACT Accelerated AI development and deployment will continue to strain supply chains for critical infrastructure components like optical fiber.
RANK_REASON Significant price surge and supply shortage in a key component driven by AI infrastructure demand. [lever_c_demoted from significant: ic=1 ai=0.7]
AI-generated summary · Google Gemini · from 1 sources. How we write summaries →