Warnings about a US fiber crunch that could slow down broadband deployment have intensified since the summer. In August, Incab America, a Texan maker of fiber-optic cable, notified customers that “a significant fiber shortage is emerging” in a statement signed by Mike Riddle, its president, who blamed data centers for “sucking up all the fiber production capacity.” The situation reminded him of 2000, when lead times lengthened to a year. They have now risen to the same level, said a separate industry source who requested anonymity.
That compares with normal lead times of between eight and 12 weeks, according to the same source. Even when there is some tightness in the supply chain, they never usually exceed 15 to 20 weeks, he said. But a wave of investment in data centers, built to train AI’s large language models (LLMs), has quickly gobbled supplies of glass and other materials used in fiber-optic cables. “The three leading glass manufacturers in the United States are experiencing challenges in meeting this heightened demand,” observed Riddle in August. “Notably, one manufacturer has already sold all of its fiber inventory through the year 2026.”
Policies may also have an impact…
Yet surging demand from AI data centers is not the only problem. Sourcing components from overseas has also become harder because of the tariff restrictions Trump has slapped on imports of foreign goods. There is some industry frustration, too, about the need to comply with the rules of the Build America, Buy America (BABA) Act signed into law by Joe Biden, Trump’s White House predecessor, in November 2021.
Under BABA’s provisions, initiatives are ineligible for government financial aid “unless all of the iron, steel, manufactured products, and construction materials used in the project are produced in the United States.” That has ramifications for companies participating in the Broadband Equity Access and Deployment (BEAD) program, which draws on government funds to extend network coverage into hard-to-reach and underserved communities.


