[lomase]

Is not similar at all.

Even the smallest and poorest countries in the world invested in their fiber networks.

Only China and the US have money to create models.

[ACCount37]

In that, it's closest to the semiconductor situation.

Few companies and very few countries have the bleeding edge frontier capabilities. A few more have "good enough to be useful in some niches" capabilities. The rest of the world has to get and use what they make - or do without, which isn't a real option.