The timing is interesting, given that it comes days after Musk said Ukraine had gone "too far" striking Yandex data centers. Putting other considerations aside, these strikes could be interpreted as direct retaliation against strikes on Ukrainian data centers days before.
That said, depending on a single piece of tech is not a good idea (as evidenced by the Russians when they lost starlink access). Russians have resorted to long-range mesh radios, Ukrainians should probably integrate that as well (though it does increase BOM costs).
The other dependency is Chinese suppliers, who supply both sides but may prefer to favor Russia. It is a huge liability for Ukraine as it supplies 80% of the parts that perform 70% of battlefield duties, and could stop anytime (besides known design leaks to the adversary, etc). Russia is even relocating whole production lines to evade sanctions.
Ukraine has been fighting with one arm behind its back, this is the latest development in the series of seemingly-arbitrary limitations imposed on it.
That said, depending on a single piece of tech is not a good idea (as evidenced by the Russians when they lost starlink access). Russians have resorted to long-range mesh radios, Ukrainians should probably integrate that as well (though it does increase BOM costs).
The other dependency is Chinese suppliers, who supply both sides but may prefer to favor Russia. It is a huge liability for Ukraine as it supplies 80% of the parts that perform 70% of battlefield duties, and could stop anytime (besides known design leaks to the adversary, etc). Russia is even relocating whole production lines to evade sanctions.
Ukraine has been fighting with one arm behind its back, this is the latest development in the series of seemingly-arbitrary limitations imposed on it.