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Ukraine’s fiber-optic drones get squeezed by AI data center demand

Ukraine's fiber-optic drones, immune to battlefield jamming, face growing supply challenges as global AI data centers compete for the same limited Chinese-made optical fiber. Both sides are producing an estimated 50,000 such drones monthly, but rising costs are forcing Ukrainian manufacturers to adapt their sourcing strategies.

Background

Fiber-optic drones have become a key component of drone warfare in the Ukraine conflict since 2022, offering jamming-resistant control over long ranges up to 100km. The same single-mode optical fiber used in these drones is also essential for data center interconnects powering AI workloads.

Source
Ars Technica
Published
Nov 10, 2026 at 08:15 PM
Score
6.0 / 10