Global Fiber Famine: Computing Infrastructure "Arteries" Under Pressure, Price Hike Wave Incoming

AI data center construction is shifting from “chip competition” to “infrastructure competition.” Fiber optic cables, as the underlying “blood vessels” of computing networks, are experiencing a once-in-a-decade supply and demand reversal.

The overseas leading companies are cautious in expanding production, while domestic demand is exploding, creating a structural mismatch. Coupled with technological upgrades across generations, this drives the industry into a super cycle of rising prices and volumes.