Cable Bottleneck Threatens AI Data Centres

Cable manufacturing limits are slowing AI data centre construction as surging demand outpaces industry expansion. Building new production lines takes years and strains power infrastructure.

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FILE PHOTO: A technician works at an Amazon Web Services AI data center in New Carlisle, Indiana, U.S., October 2, 2025. REUTERS/Noah Berger for AWS/File Photo

Cable manufacturing capacity for cross-linked polyethylene lines is failing to keep pace with AI data centre construction, NEXANS SA said during an investor briefing on Wednesday afternoon. The bottleneck threatens to delay power infrastructure buildouts across major markets.

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