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North American cable supply chain upheaval: Prysmian expands US fiber optic capacity with $1 billion expansion

Core Information (August 12, 2026)

Prysmian, a global cable leader, announced that it has invested over $1 billion in expanding its fiber optic and fiber optic cable production lines at its three major factories in the United States. This investment is part of the company’s € 1.25 billion global expansion plan and will continue until 2031.
1.Capacity target:

Double the overall production capacity of fiber optic cables in the United States, create over 1000 new manufacturing jobs globally, and create 600 jobs in the United States alone;

2.Three major expansion bases:

（1）Claremont Park, North Carolina: Modernization and upgrading of fiber preform and fiber optic cable production lines;

（2）Jackson factory in Tennessee: investing $100 million in expansion, focusing on home fiber optic cables and loose tube fiber optic cables;

（3）Simultaneous renovation and upgrading of the Lexington factory in South Carolina;

3.Background of Cooperation:

Previously, Prysmian signed a ten-year, $6.29 billion long-term supply agreement for optical cables with Molex, a connector giant under Koch Industries, to provide targeted supply for North American AI data center cabling needs.

Interpretation of Industry Impact

• The domestic fiber optic production capacity in the United States has significantly increased, and the competition for exporting Chinese network cables and fiber jumpers to the North American market has intensified;
• Supported by the domestic supply chain return policy in the United States, overseas large data center customers will prioritize consulting the origin and local stocking solutions;
• The demand for high-density MPO jumpers and multi-mode OM5 optical cables will continue to rise, which is a core business opportunity for cross-border B-end.

Google lays out submarine fiber optic cables in the Americas, leading to a comprehensive increase in demand for fiber optic consumables in Latin America

Core Information (August 11, 2026)

Google has officially launched the “Americas Connect” network, which includes three new submarine cables, Alisios, Canoa, and OlaLuz, and upgrades the existing Firmina submarine cable’s Dominican branch to cover the Caribbean, South America, and North America.

• Alisios submarine cable: Dominican Republic Panama Chile, creating a digital hub for South America and the Pacific;

• Canoa submarine cable: Dominican Republic Bermuda, connecting the transatlantic cloud link;

• OlaLuz submarine cable: Dominican Republic to Florida, USA, strengthening the bandwidth of the Eastern Caribbean region;

industry impact

The governments of Chile, Panama, and the Dominican Republic have publicly stated that the project will accelerate local cloud computing AI、 With the implementation of digital infrastructure, the procurement volume of fiber optic jumpers, computer room cabling, tail fibers, and comprehensive network cable consumables will continue to grow, and the cross-border market in Latin America can be focused on development.

NVIDIA executives speak out: AI data centers, optical connectivity is the real bottleneck of computing powe

• Industry core statement: The performance bottleneck of AI factories is not in GPU chips, but in the underlying optical interconnect hardware;
• Technical route judgment: CPO co packaging optics is the long-term mainstream solution for the next generation of AI data centers;
• Short term market judgment: In the next 2-3 years, traditional plug-in optical modules and high-density MPO fiber jumpers will still be the main transitional products for data center cabling;

Global Fiber Optic Cabling Standard Update: IEC Specification OM1~OM5 Full Series Multimode Jumper

The International Electrotechnical Commission (IEC) has updated the complete set of specifications for multimode fiber jumpers, relying on ISO/IEC 11801 and IEC 60793-2-10 standards to unify the testing requirements for multimode fiber and connectors across all categories

Fiber optic classification:

• OM1/OM2: Traditional short distance low-speed wiring;
• OM3/OM4: 10G/40G/100G data center universal multimode fiber;
• OM5 broadband multimode fiber: supports SWDM wavelength division multiplexing, preferred for cost reduction in high-density data centers;

Hard testing standards:

LC/MPO connector end face curvature, fiber core offset, and scratch loss quantification grading must comply with this testing specification for export orders to the European Union and North America.

FAQ

• Should OM4 or OM5 MPO jumpers be used to build a 400G/800G AI data center?
• If it is high-speed long-distance interconnection between cabinets, OM5 broadband multimode jumper is preferred, supporting SWDM technology to adapt to 800G transmission; If it is only a small data center with a very short distance and limited budget, OM4 can also meet the basic requirements of 100G/400G.
• What are the compliance and tax requirements for exporting fiber optic jumpers to the European Union and the United States?
• Exporting to the European Union requires CE and RoHS certification, and packages will be subject to corresponding country value-added tax. Most fiber optic tariffs are zero; There is no mandatory CE certification for exports to the United States, and direct mail generally does not require sales tax collection. However, if stored in a local overseas warehouse, sales tax will be charged according to the receiving state.
• Nvidia claims that CPO is the next generation solution, why are MPO jumpers still widely used at this stage?
• The overall renovation cost of CPO equipment is high, and the existing data center switches and optical modules are not directly compatible; MPO high-density jumpers can directly match the current mainstream plug-in optical modules, with low difficulty in transformation. In the next 2-3 years, it will still be the mainstream transition cabling solution for computing power rooms.