AI-Driven Data Center Growth Boosts Global Fiber Optic Demand, Indian Firms Expand Capacity
1 hour agoBusiness
39LENS
2 SourcesIndia
TBNthebalanced.news

AI-Driven Data Center Growth Boosts Global Fiber Optic Demand, Indian Firms Expand Capacity

Global demand for fiber optic cables is rising sharply due to AI-driven data center expansions, particularly in the US, Europe, and Asia. Data centers are projected to account for nearly 30% of global fiber demand by 2027, up from under 5% in 2024. Indian companies HFCL and Sterlite Technologies are increasing exports and capital expenditure to expand manufacturing capacity, supported by growing data traffic, 5G rollouts, and government policies promoting digital infrastructure.

Political Bias
0%100%0%
Sentiment
75%
AI analysis of 2 sources · Published under editorial oversight by The Balanced News
Analysed 5 May 2026· How this analysis is produced· Editorial standards· Corrections

AI Analysis

Political bias across 2 sources
● Left 0%● Center 100%● Right 0%

The articles primarily present an industry and economic development perspective, focusing on market growth and corporate strategies without political framing. They highlight government support for digital infrastructure in India but do not engage in partisan debate. The coverage reflects business optimism and policy facilitation without ideological bias.

Sentiment — Positive (75/100)

The tone across the articles is generally positive, emphasizing growth opportunities, rising demand, and strategic investments by Indian firms. Challenges like cost pressures and supply chain issues are acknowledged but do not dominate the narrative, resulting in an overall optimistic sentiment about the sector's prospects.

How 2 sources covered this story

Each source's own headline, political lean, and sentiment — so you can see framing differences at a glance.

SourceTheir headlineBiasSentiment
moneycontrolGrowing data centres to account for nearly one-third of fibre demand- Moneycontrol.comCenterPositive
moneycontrolUS, Europe AI data center boom drives fiber demand; India's HFCL, Sterlite Tech ramp up exports, capex- Moneycontrol.comCenterPositive

Coverage timeline

moneycontrol broke this story on 4 May, 10:33 am. Other outlets followed.

  1. 1
    moneycontrol4 May, 10:33 am
    US, Europe AI data center boom drives fiber demand; India's HFCL, Sterlite Tech ramp up exports, capex- Moneycontrol.com
  2. 2
    moneycontrol5 May, 10:13 am
    Growing data centres to account for nearly one-third of fibre demand- Moneycontrol.com

Lens Score breakdown

39/100
Public interest0/100
Coverage gap100%

Story is receiving appropriate media attention relative to public interest.

Who's involved

Institutions and figures named across source coverage.

Government
Government
Corporate
GoogleEquinixHFCLReliance IndustriesTata GroupSterlite TechnologiesBharti AirtelNTT DataTelecom Operators

Story context

Category
Business
Location
India
Sources analysed
2
Last analysed
5 May 2026
Key entities
Fiber-optic cableData centerOptical fiberCroreIndian rupeeIndiaTelecommunicationsEuropeServer (computing)Backhaul (telecommunications)HFCLArtificial intelligence