Drone-industry trade analysis

Documents the eightfold spool price jump and pins the structural cause: G.657.A2 bend-insensitive single-mode fibre is the same product Meta, Microsoft and Google buy for high-density AI data-centre cabling. Ukrainian and Russian units burning tens of millions of km a year are price-takers.

“A Ukrainian operator's 50-kilometre spool went from $300 to roughly $2,500 — the same bend-insensitive fibre the hyperscalers are bidding up.”