📈 Fiber Optic Prices Are Rising — And Procurement Is Changing
The fiber optic market is seeing stronger demand and tighter supply in 2026, putting increasing pressure on prices and procurement. Why is this happening? 🔹 AI & Data Center Expansion — The rapid growth of AI and data centers is driving demand for large volumes of optical fiber and high-density fiber infrastructure. 🔹 Tighter Upstream Supply — Limited availability of upstream materials and production capacity is making it harder for supply to keep pace with growing demand. 🔹 Major Buyers Are Securing Supply Early — AT&T and Corning have announced a multi-year fiber supply agreement worth over $3 billion, highlighting how major players are securing future capacity. 🔗 AT&T & Corning: https://rcrwireless.com/20260929/ai-infrastructure/att-shores-up-3bn-fiber-supplies-corning-telcos-supercycle-fever 🔹 Procurement Pressure Is Increasing — Zayo has highlighted growing pressure to build fiber infrastructure over the next two years, while Verizon's agreeme...