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Glad that France built it out now. From now on the fibers price will rise significantly like HBM, NAND chips, power line transformers due to the AI boom.
by devy 21d ago
Glad that France built it out now. From now on the fibers price will rise significantly like HBM, NAND chips, power line transformers due to the AI boom.
- organsnyder 21d agoAny evidence of this happening? I imagine that fiber manufacturing is much easier to scale up than chip manufacturing (of course, the devices that attach to the fiber might be a different story).
- forshaper 21d agoIn the US it's going up, but there's partially due to Buy America & certain colossal grant programs.