Ukraine's fiber-optic drones face supply squeeze as AI data centers compete for Chinese fiber

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Ukraine is competing with Russia and AI data center builders for optical fiber produced in China. Fiber-optic drones, which rely on spools of thin cable to stay controllable without radio signals that can be jammed, have become an important tool on the battlefield. Demand from the data center sector has tightened the supply chain, putting pressure on the availability of fiber for military use. The shortage highlights how civilian AI infrastructure growth is affecting wartime procurement in Ukraine.

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