From BigGo Finance · BigGo Finance · · 1m
AI Data Centers Cause Fiber Shortfall
AI data centers create 180 million fiber-km shortfall by 2026.
In brief
AI data centers create 180 million fiber-km shortfall by 2026. AI data centers will cause a 180 million fiber-km supply gap in 2026, pushing prices up to five times 2025 levels. Originally reported by BigGo Finance.
Global Fiber Shortfall Forecast
TrendForce forecasts a 180 million fiber-kilometer supply gap in 2026.
Capacity and Inventory Shift
Industry capacity utilization reached 92% with inventories down to one month from four months in 2024.
Fiber Price Increases
Bend-insensitive fiber prices projected to rise more than five times 2025 levels.
Long-Term Contracts
Verizon signed 129 million fiber-kilometer deal with Corning for 2027-2032.
Corning's Market Position
Corning shares dropped 50% since June peak despite rising demand.
Meta and Corning Deal
Corning has $6 billion deal with Meta for fiber and connectivity products through 2030.
Investor Reactions
Sell-side analysts have divergent price targets for Corning shares.
The key point
AI data centers will cause a 180 million fiber-km supply gap in 2026, pushing prices up to five times 2025 levels.
