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Corning pivots to AI data center optics with Verizon fiber deal
Corning said it will supply more than 80 million miles of optical fiber for hyperscale data centers under a long term agreement with Verizon stretching from 2027 to 2032.
Investors looking for steadier exposure to the AI buildout are increasingly focusing on legacy technology suppliers that provide the physical infrastructure behind modern computing, MarketBeat Ratings said, pointing to Corning as one example.
The outlet highlighted Corning Incorporated as repositioning its business away from consumer display panels toward optical communications for hyperscale data centers, emphasizing how specialized hardware can support training and operation of advanced models.
Corning said it has secured long term visibility through an agreement with Verizon to supply over 80 million miles of optical fiber between 2027 and 2032, aimed at addressing data movement needs across server clusters.
MarketBeat Ratings also framed the strategy as aligning with AI’s real world constraints, including heat dissipation, power and grid limits, and interconnect latency that require reliable optical pathways.