金色财经|5月 18, 2026 02:49
[AI Data Centers Drive Fiber Optic Prices Soaring, Delivery Times Extended to Over 20 Weeks]
According to a report by Jinse Finance, on May 18, artificial intelligence training and inference clusters require a more intensive interconnection architecture compared to traditional cloud infrastructure, leading to a supply shortage of fiber optics used for data transmission. Citing data from CRU as reported by multiple industry publications, the demand for fiber optics in data centers is expected to grow approximately 76% year-on-year by 2025. By 2027, this sector is projected to account for 30% of global fiber optic demand, whereas in 2024, this proportion is less than 5%.
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