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AI data center buildout seen continuing through 2028 as fiber shortage strains other sectors

Winbond's chairman said CSP buildout plans for 2027-2028 are largely secured, and Infineon said the AI data center boom won't slow despite US resistance. The surge is causing a fiber optic cable shortage, squeezing Ukrainian drone makers.

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Timeline · 5 reports

  1. 2026-11-11 11:00 · Tom's Hardware
    AI data center buildout triggers fiber optic cable shortage, squeezing Ukrainian drone operations
  2. 2026-11-10 20:20 · TechXplore AI & ML
    Germany's Infineon says AI data center buildout won't slow
  3. 2026-11-10 12:15 · Ars Technica AI
    Ukraine’s fiber-optic drones get squeezed by AI data center demand
  4. 2026-11-10 09:27 · Barron's
    Germany's Infineon Says AI Data Centre Buildout Won't Slow
  5. 2026-11-10 01:22 · DigiTimes Asia
    Winbond sees AI data center buildout largely secured through 2028, flags 2029 as possible turning point

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