AI's next bottleneck is...a glass rod? let me try convincing you 1/ a GPU rack needs roughly 36x more fiber than a standard CPU rack. data centers are expected to swing from under 5% of global fiber demand in 2024 to about 30% by 2027. the marginal growth buyer has shifted. 2/ the preform rod is the real gate. glass fiber is drawn from a preform, a precision glass rod built up layer by layer. draw towers are quick to add. preform capacity takes 18-24 mths per line, before qualification. big Western additions mostly land after 2028. 3/ only ~20 preform producers exist worldwide. the top five hold close to 60% of capacity. YOFC and Corning ($GLW) trade the global #1 spot. Shin-Etsu and Sumitomo hold the specialty edge. the US narrows to one integrated name. 4/ the light-guiding core in
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