Fiber/Glass Supply

Anyone work for Corning or any contractors or ISPs that know what is going to happen with fiber supply? It seems like there is limited availability for FTTH. I know the glass guys said there will be supply for BEAD, but that doesn’t seem realistic given how hungry these AI data centers are for their glass. Seems like some companies are already cutting back builds because of a lack of fiber.

reddit.com
u/Beginning_Ad654 — 12 days ago