CITIC Construction Investment: The Integration of AI and Drones Propels the Optical Fiber Industry Chain, with Materials Set to Profit from Rising Demand and Prices
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Author:小编   

According to a research report by CITIC Construction Investment, the training of large AI models has driven a transformation in data center network architecture, shifting from the traditional three-tier convergence model to a fully interconnected spine-leaf framework. Consequently, data traffic patterns have evolved from north-south access to east-west interconnection within GPU clusters. To cater to the need for uninterrupted, low-latency communication, fiber consumption per rack or per GPU has surged rapidly. Meanwhile, the swift proliferation of drones has also turned optical fibers into a consumable resource. Driven by the burgeoning demand for AI and drones, upstream optical fiber materials, including silicon tetrachloride, organosilicon D4, optical fiber coatings, and para-aramid, are anticipated to experience a concurrent surge in both volume and price.