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Business
from24/7 Wall St.
3 weeks ago

Corning Could Hit $144 by End of 2026 - BofA Sees $10.3B Scale-Out Revenue as the Catalyst

Corning's AI data center optical fiber business positions it for $10.3 billion scale-out revenue opportunity by 2030, supporting Bank of America's $144 price target by end of 2026.
Gadgets
fromTheregister
3 weeks ago

Lightmatter says latest photonics will halve DC fiber bill

LightMatter's Passage L20 optical engine reduces datacenter fiber usage by half using near-package integration instead of co-packaging, positioning between pluggable modules and co-packaged optics.
Venture
from24/7 Wall St.
3 weeks ago

Optical-Tech Stocks Looking Sharp: Ciena Up 9%, Lumentum Rises 8%, Coherent Climbs 7%

Optical-technology stocks surged on AI infrastructure demand, with Ciena leading after beating earnings and raising guidance, while Lumentum and Coherent gained from S&P 500 inclusion.
#silicon-photonics
Tech industry
fromTheregister
1 month ago

Nvidia burns $4B to light up US photonics manufacturing

Nvidia invests $4 billion in Coherent and Lumentum with multibillion-dollar purchase commitments to secure silicon photonics technology for datacenter networking infrastructure.
Venture
fromTheregister
1 month ago

Ayar Labs raises $500M to mass-produce CPO chiplets

Ayar Labs raised $500 million to scale co-packaged optics technology that replaces copper interconnects with silicon photonics for higher bandwidth, longer distances, and lower power consumption in AI chip communications.
Business
from24/7 Wall St.
3 weeks ago

Cogent Communications Carries the Internet but Its Stock Has Been Crushed

Cogent Communications operates a critical internet backbone infrastructure across 57 countries while its legacy Sprint business declines, but high-capacity wavelength services are surging 73.7% year-over-year, positioning the company for significant growth.
fromThesanjoseblog
1 month ago

Nokia Subsidiary Launches Photonic Semiconductor Facility in South San Jose

Infinera Corp., a Nokia subsidiary, purchased the 82,000-square-foot facility at 6373 San Ignacio Avenue for nearly $27 million. The team will convert this former headquarters in South San Jose into a dedicated photonic semiconductor fabrication plant.
Silicon Valley real estate
Venture
from24/7 Wall St.
1 month ago

Even Nvidia Sees Lumentum as Lighting the Way Forward

Nvidia invests $2 billion in Lumentum through a strategic partnership to secure advanced optical components for next-generation AI data centers and gigawatt-scale infrastructure.
Artificial intelligence
from24/7 Wall St.
1 month ago

Corning (GLW) Among Hidden Winners To Watch In AI Investing Space

AI-driven data center expansion benefits infrastructure suppliers—fiber, cabling, and server component makers like Corning—through massive connectivity and materials demand.
Science
fromComputerworld
1 month ago

Data stored in glass could last over 10,000 years, Microsoft says

Borosilicate glass plates can store multi-terabyte data with femtosecond laser encoding and survive accelerated aging indicating potential 10,000-year retention as a durable archival medium.
Business
fromFortune
2 months ago

The AI boom's most unexpected winner? A 175-year-old company called Corning | Fortune

Corning has reinvented itself as a key AI data-center supplier, securing up to $6 billion from Meta for fiber-optic cable through 2030.
Digital life
fromTelecompetitor
2 months ago

ImOn Communications announces completion of Cedar Rapids, Iowa fiber upgrade

Cedar Rapids now has a 100% fiber-to-the-home network offering residential 2 Gbps and 5 Gbps service, replacing hybrid fiber-coaxial infrastructure.
#coherent-inc
fromIPWatchdog.com | Patents & Intellectual Property Law
2 months ago

USPTO De-Designates Two PTAB Decisions on RPIs in Light of Corning Optical

The Office de-designated Proppant Express Invests., LLC v. Oren Techs., LLC, IPR2017-01917, Paper 86 (PTAB Feb. 13, 2019); and Adello Biologics LLC v. Amgen Inc., PGR2019-00001, Paper 11 (PTAB Feb. 14, 2019). According to a USPTO email sent Tuesday, both decisions conflict with the decision in Corning Optical Communications RF, LLC v. PPC Broadband Inc., IPR2014-00440, Paper 68 (PTAB Aug. 18, 2015) (precedential).
Intellectual property law
fromTheregister
1 month ago

Microsoft's latest storage tech etches data into Pyrex glass

In a paper published in the journal Nature this week, Microsoft researchers now say these long-term storage qualities can be achieved using the same kind of borosilicate glass found in oven doors and Pyrex glassware. In their testing, they were able to etch 258 layers of data totaling roughly 2.02 TB onto a 2 mm thick borosilicate glass plate while achieving write speeds of between 18.4 and 65.9 Mbps depending on the number of laser beams used.
Science
Tech industry
fromTechzine Global
1 month ago

Fiber optics are getting even thinner: Prysmian reaches 160 microns

Prysmian released a 160‑micron coated bend‑tolerant single‑mode fiber enabling higher fiber density and more efficient use of constrained infrastructure.
Artificial intelligence
fromTechCrunch
2 months ago

From invisibility cloaks to AI chips: Neurophos raises $110M to build tiny optical processors for inferencing | TechCrunch

Neurophos developed metasurface modulators enabling optical tensor-core chips that perform AI matrix-vector multiplications faster and more energy-efficiently than current GPUs for inference.
fromTelecompetitor
2 months ago

ImOn Communications completes fiber network in Mount Pleasant, Iowa

The completed network delivers fiber-to-the-home and fiber-to-the-business Internet service to more than 3,500 addresses in town, providing ultra-reliable service and speeds up to 1 Gbps for homes and 10 Gbps for businesses. ImOn expanded its growing fiber network to Southeast Iowa early last year, working closely with the Mount Pleasant community throughout the project. Construction began in Mount Pleasant in May 2025, and the first customer was connected in July.
US news
fromTelecompetitor
2 months ago

Corning and Meta announce $6B agreement to accelerate data center buildout

CORNING, N.Y. - January 27, 2026 - (BUSINESS WIRE) - Corning Incorporated (NYSE: GLW) and Meta Platforms, Inc. (Nasdaq: META) today announced a multiyear, up to $6 billion agreement to accelerate the buildout of the most advanced data centers in the United States to support Meta's apps, technologies, and AI ambitions. Under the agreement, Corning will supply Meta with its newest innovations in optical fiber, cable, and connectivity solutions. To support this, Corning will expand manufacturing capabilities across its operations in North Carolina - including a significant capacity expansion at its optical cable manufacturing facility in Hickory where Meta will serve as the anchor customer.
Gadgets
fromBusiness Insider
2 months ago

Meta says it can't make its Ray-Ban Displays fast enough - and it's hitting pause on a wider rollout

Meta's Ray-Ban Display glasses face unprecedented demand with waitlists into 2026, causing Meta to delay expansion to the UK, France, Italy, and Canada.
from24/7 Wall St.
1 month ago

AI Deals Drives Corning (GLW) Shares Up 50% In 2026: Can the Rally Continue?

Corning Incorporated ( NYSE:GLW) has delivered one of 2026's most impressive rallies, climbing 50.2% year-to-date and 46% over the past month. Corning's 2026 is so good, it's now the 6th top performing stock in the entire S&P 500. The 175-year-old materials science company is riding three converging waves: stellar earnings execution, a massive partnership with Meta, and surging demand for AI data center infrastructure.
Business
Venture
from24/7 Wall St.
1 month ago

Lumentum Leaps Nearly 8% During AI Optics Boom

Optical interconnects are crucial for data center scaling, creating major investment opportunities in optics companies like Lumentum, Coherent, Finisar, and Sienna.
Business
fromTelecompetitor
1 month ago

Lightcurve opens fiber network in Centralia and Chehalis, Washington

Lightcurve deployed 2-gigabit symmetrical fiber networks in Chehalis and Centralia, making thousands of Lewis County homes and businesses eligible for high-speed service.
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