The demand for optical fiber, crucial for AI training and inference clusters, is outstripping supply, leading to extended delivery times. Rebio Group estimates North American fiber demand will rise 22-25% this year, with supply increasing only 12-19%. Data Center Dynamics reports that large buyers face delivery lead times of up to 20 weeks, and smaller buyers up to a year. AI
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IMPACT Accelerated demand for AI infrastructure is creating bottlenecks in essential component supply chains, potentially slowing deployment.
RANK_REASON The cluster discusses a supply chain constraint impacting a critical component for AI infrastructure, with significant market implications. [lever_c_demoted from significant: ic=1 ai=0.7]