Corning's optics business looks ready for a comeback as its fiber and high-density optical connectivity move data across massive AI GPU clusters. Optical sales rose 32% year over year to $2.07 billion, EPS is expected to more than triple by 2028, and the business is backed by major AI infrastructure deals with NVIDIA, Meta and Amazon. x.com 

A rising value of compute per watt should benefit AI cloud, chip, connectivity and power suppliers. Elon Musk says that value will rise over time. Nebius has Microsoft and Meta deals; Marvell benefits from custom silicon demand; Credo connects GPUs; Vistra has long-term nuclear supply deals with Amazon and Meta; Nokia's Nvidia partnership could help it capture data-center networking growth. x.com  x.com 

Corning has an entrenched moat and remains a decent business, but holding off on buying it has been vindicated by the stock's recent drop. Unlike hot AI stocks whose position in five years is uncertain, it is not going anywhere. @EricJhonsa notes that at 32x 2027 EPS, with estimates likely too low, it is no longer crazy but not cheap, with smartphones and TVs his main concerns. x.com  x.com 

AI product, networking, compute and power demand could reward patient owners of Meta, Nokia, Oracle, Broadcom, IREN and Vistra. Meta's Muse could unlock massive revenue; free cash flow could recover when AI spending slows. Nokia works with Nvidia on AI-RAN and 6G. Oracle has $664B in obligations and massive potential reward from OpenAI. Broadcom's AI chip revenue rose 221% to $16.7B; IREN has a $9.7B Microsoft contract and 5 GW of power. AI power bottlenecks favor Vistra. x.com  x.com  x.com  x.com  … Show more

Corning's optical connectivity business is set to grow after Nvidia pushed it to expand that manufacturing capacity tenfold, while funds flow back into beaten-down quality names. Per @Venu_7_, optical sales rose 32% to $2.07 billion, EPS is expected to more than triple by 2028, and AI deals with Nvidia, Meta and Amazon back it. The chart retested its 200-day average with an Adam-and-Eve bottom and is breaking a small downtrend line. x.com 

Corning's buyer list is the signal: Amazon, Meta and Nvidia, which compete on everything, all funded the same supplier within six months, agreeing that the glass gets bought. Per @VistaSharesX, Amazon just paid Corning billions to wire its AI data centers, after Meta committed up to $6B in January and Nvidia up to $3.2B in May. Owning the fiber wiring underneath every AI model means not having to pick which model or chip wins. x.com 

Corning's $3.2 billion equity subscription agreement with NVIDIA deeply ties the two companies around co-packaged optics. NVIDIA is seeking more co-packaged optics, which signals that the next step after memory is optical transmission speed. Corning's capacity expansion also locks in customers, as both companies race to capture the CPO market. x.com 

AI data-center spending flows beyond GPUs and operators into networking, optics, power and cooling. Nvidia, AMD, Broadcom and Marvell supply chips; Arista, Nokia and Credo connectivity; Applied Optoelectronics and Lumentum optics; Vistra, Constellation and Bloom power; Vertiv and Modine cooling. Meta's $140B spending this year illustrates the scale, per a commenter with whom the point is agreed. x.com  x.com 

Nvidia's CUDA retains developers, putting it among 12 stocks that could dominate the decade ahead. Nebius's GPU rental price rise signals demand; Fabrinet and Credo supply AI connectivity. DraftKings has betting scale; Microsoft has Azure and an OpenAI partnership; Figma anchors design work; Shopify powers stores. TeraWulf pivots power sites to AI leases; Constellation, the largest US nuclear operator, signs big-tech power deals; Meta spends on AI; Uber has autonomous-vehicle partnerships. x.com  … Show more

Corning keeps climbing while Nvidia and Micron fall because its optical fiber, connecting GPUs within and between AI data centers, matters as much as the chips as clusters scale. An AI switch rack needs about 10 times the fiber density of a traditional cloud network, multiplying each chip generation. Hyperscalers are locking in supply years ahead: Meta up to $6 billion through 2030, a multibillion-dollar Amazon deal and an Nvidia partnership for three US plants. Optical sales grew 36% in Q1. … Show more