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Ukraine Fiber-Optic Drones Face Supply Shortage from AI Data Center Demand

Ars Technica •
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Ukraine’s fiber-optic drones, which are immune to jamming, are facing a supply squeeze as global demand for optical fiber surges due to AI data center construction. The war has turned fiber-optic cable into a battlefield consumable, with both Russia and Ukraine relying on Chinese suppliers. Russia imported 328,000 miles of fiber from China in August 2025 alone, while Ukraine received only 72 miles.

In 2025, Russia bought over 37 million miles—more than 10% of global production. The global fiber shortfall is expected to reach 111 million miles in 2026, driving up costs. Ukrainian manufacturer Blue Bird Tech is adapting by innovating drone designs and sourcing alternatives.

The conflict has accelerated the use of fiber-optic FPV drones, which operate at ranges up to 62 miles and are unjammable, making them critical to modern warfare.

Source: Ars Technica · Summarized by HeadlinesBriefing