Trump Admin Drafts Ban on Chinese Data Center Parts
Trump administration is drafting an FCC ban on Chinese optical transceivers for US data centers to protect AI infrastructure from security risks.
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Corning on Pace for Biggest One-Day Drop Since 2002 After Soft Guidance
Corning shares plunge as cautious Q3 outlook overshadows strong Q2 results fueled by generative AI-driven optical demand.
Amazon Invests Billions in Corning Optical Fiber for U.S. AI Data Centers
Amazon signed a multibillion deal with Corning for fiber cables to power AI data centers, boosting jobs and stocks.
NVIDIA & Corning Team Up: 3 New U.S. Factories, 3,000 Jobs, and 10× More U.S. Optical Manufacturing Capacity
Corning plans $20B sales by 2026, then aims for up to $40B by 2030, boosted by AI data centers and a new photonics business with NVIDIA.
Corning Sinks After Q1 Beat as Softer Q2 Guidance Disappoints Investors
Corning beat Q1 estimates but gave weak Q2 outlook, so shares fell despite strong year-to-date gains.
Optical Stocks Slammed as Samsung Jumps into Silicon Photonics
Optical stocks plunged as Samsung officially announced its entry into the silicon photonics market with 224Gbps tech and ambitious AI plans.