According to Tom's Hardware, citing BlueBird Tech, a Ukrainian defense firm, fiber-optic cable prices surged 6 to 10 times over recent years due to AI data center demand, severely constraining Ukraine's drone manufacturing. In August 2025 alone, Ukraine acquired only 72 miles of cables from Chinese suppliers, while Russia imported 328,000 miles during the same month. Russia secured approximately 37 million miles of fiber in 2025, representing over 10 percent of global production.

The shortage exacerbates Ukraine's military challenges, as both nations produce roughly 50,000 fiber-optic drones monthly for jam-proof communications. A 111-million-mile global supply shortfall compounds the problem, alongside trade barriers restricting Ukrainian access to Chinese suppliers, the primary source of such materials.

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