#费城半导体指数跌5.9% From Edison light bulbs → Jobs phones → Huang Renxun AI data centers
Corning used 175 years to prove: the real long-distance runners never chase the headlines—the headlines come looking for them
Founded in 1851
Glass for Edison’s light bulbs in the 1880s
In 1970, invented low-loss optical fiber, ushering in the internet era
In 2007, forced out “Gorilla Glass” by Steve Jobs
In 2026, became a common supplier for Meta, Amazon, Nvidia, and Verizon. Now it’s rapidly expanding optical-communications capacity in the U.S., aiming to increase domestic optical-connection capacity by 10x. In the AI era, what’s missing isn’t GPUs, but the optical links that can connect GPUs at high speed.
And Corning is, almost certainly, one of the most undervalued in this race. Is $GLW worth paying attention to? Share your thoughts in the comments. #AI #data center #Corning #GLW
Corning used 175 years to prove: the real long-distance runners never chase the headlines—the headlines come looking for them
Founded in 1851
Glass for Edison’s light bulbs in the 1880s
In 1970, invented low-loss optical fiber, ushering in the internet era
In 2007, forced out “Gorilla Glass” by Steve Jobs
In 2026, became a common supplier for Meta, Amazon, Nvidia, and Verizon. Now it’s rapidly expanding optical-communications capacity in the U.S., aiming to increase domestic optical-connection capacity by 10x. In the AI era, what’s missing isn’t GPUs, but the optical links that can connect GPUs at high speed.
And Corning is, almost certainly, one of the most undervalued in this race. Is $GLW worth paying attention to? Share your thoughts in the comments. #AI #data center #Corning #GLW