The Next Stop for the Optical Cable Equipment Industry: AI Computing Power, Smart Manufacturing, and a New Inflection Point in Equipment Technology
In recent years, AI-driven data center investment has rapidly overtaken traditional telecom demand to become the strongest growth engine. The price of G.652.D optical fiber increased significantly during 2025–2026 due to strong demand from AI infrastructure and data center construction. In this demand-side industrial earthquake, optical cable equipment manufacturers are facing an unavoidable question: as downstream customers’ product portfolios change, can the equipment keep up?




