Corning
What changed, and what is the evidence.
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🗞️ Pulse first · 3 news posts
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- 🗓️ 2026-10-14 · ✍️ RoboterminalKorea Let 20 Humanoids Work Without a Fence. The Safety Standard for Them Isn't Written Yet.
- 🗓️ 2026-09-06 · ✍️ RoboterminalThe Biped Is the Endpoint: Figure Is Financing Humanoid Intelligence Like a Frontier Model
- 🗓️ 2026-10-22 · ✍️ RoboterminalEka's Robot Picks 1,500 Things an Hour. Its Gripper Is Rated for About 139 Days of That.
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Timeline
What changed, and what is the evidence.
Oct 20, 2026 · Deployment · posted
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AI data centers are now running into a FIBER shortage. TrendForce estimates the global optical fiber supply gap will reach 180 million fiber kilometers in 2026. Factory utilization is around 92% and inventories have fallen to roughly one… |
Expert Takeaways: Meta's Optical Demand > Meta signed a $6B deal with Corning for MPO fiber cables to power its next-gen AI data center infrastructure. > Zhongji, Eoptolink, and Cohr lead Meta’s optical supply chain, with new entrants… |
Expert call covering Corning's fiber capacity, cable pricing, and optical communications business. $GLW https://t.co/bfGqpeqXq4 |
Morgan Stanley expects Corning, Coherent, and TFC to have larger roles than FOCI in NVIDIA's CPO programs in Rubin NVL576 generation. $GLW $COHR |
Morgan Stanley Tech Talk: Optics > Expect companies like AMS-Osram and Sumitomo to compete with likes of Lumentum and Coherent in NPO. > FCC decision in coming 1 month (likey) to come on 3.2T transceivers, benefitting Lumentum and… |
Jensen Huang just mapped out the chain of companies needed to power the AI revolution (Save this). His message is that AI is becoming a new industrial system that requires manufacturing, infrastructure, energy, financing and an enormous… |