By Anthony Di Pizio, The Motley Fool
Publication Date: 2026-06-10 22:50:00
Corning (NYSE: GLW) has manufactured glass right here in America since 1851. By 1880, it was the sole supplier of glass for Thomas Edison’s original lightbulb, and today, it makes the glass for all of Apple‘s iPhones.
However, Corning stock has soared by 230% over the past 12 months because of red-hot demand for the company’s fiber-optic cables for data centers, which help accelerate processing speeds in artificial intelligence (AI) workloads.
Missed Nvidia in 2009? This Rare Signal Is Flashing Again. In 2009, a “Double Down” signal flashed for a little-known chipmaker called Nvidia. For the first time in years, that same “Total Conviction” signal is flashing for a company 1/100th the size of Nvidia. Continue »
On Monday, June 8, Amazon announced a multiyear deal to purchase billions of dollars’ worth of Corning’s optical connectivity solutions, joining Meta Platforms and Nvidia, which have recently made large commitments of their own. These deals could fuel explosive growth in Corning’s revenue and earnings, so should investors buy its stock right now?
Fiber is the future of AI connectivity
Nvidia’s flagship NVLink 72 data center rack includes 72 graphics processing units (GPUs), 36 central processing units (CPUs), and a series of networking components. It’s all connected using two miles of copper cables, but there is an ongoing shift toward fiber-optic cables instead,…
