Ukraine’s fiber-optic drones are facing a tightening supply of fiber-optic cables, and AI data centers are competing for the same type of cable.
· The change is on the demand side: military drones and AI infrastructure are competing for cables at the same time. The source describes this competition as a strategic vulnerability and economic pressure for the global military and technology sectors.
· The source provides no specific figures for production capacity, lead times, or price increases, so the extent of the supply squeeze cannot be quantified.
Given the same fiber-optic cable, which do you think has the more inelastic demand: military drones or AI data centers?
· The change is on the demand side: military drones and AI infrastructure are competing for cables at the same time. The source describes this competition as a strategic vulnerability and economic pressure for the global military and technology sectors.
· The source provides no specific figures for production capacity, lead times, or price increases, so the extent of the supply squeeze cannot be quantified.
Given the same fiber-optic cable, which do you think has the more inelastic demand: military drones or AI data centers?
