Drone fiber costs 6 to 10 times its 2025 price, a manufacturer says.

Russia bought over 10% of the world’s optical fiber in 2025, up from under 1%.

Chinese customs data show China shipped Russia 328,000 miles in August 2025 and Ukraine 72 miles.

TrendForce projects a 111 million mile global fiber shortfall in 2026, and Ukrainian makers now spool fiber in-house.

How each outlet framed it
Ars Technica
ties the drone fiber shortage to AI data centers competing for the same Chinese supply

Sources: Ars Technica