Shell shortage nearly cost Ukraine the war. FPV drones fixed that. Then Russia put them on fiber optic cable and they became unjammable. Now AI data centers are buying up the same fiber. Price went from $4 to $50/km. A Starlink terminal costs less than one spool. techtrenches.dev/p/silicon-va...
techtrenches.devHow AI's $660B Appetite Is Starving Ukraine's DronesMeta signed a $6B fiber deal. Same month, a Ukrainian drone factory halted orders. Same fiber. Same factories. Different buyers. The math doesn't work.
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