{"city":"Corning","name":"Corning","slug":"corning","facts":[{"date":"2026-09-17","type":"revenue_band","value":">500m","source":"www.prnewswire.com — 2026-09-17"},{"date":"2026-09-09","type":"partnership","value":"Amazon announced a multibillion-dollar agreement with Corning to expand U.S. fiber-optics manufacturing.","source":"Amazon (space)"},{"date":"2026-09-08","type":"product_launch","value":"Spirox launched a high-speed crack-inspection system for TGV glass substrates.","source":"www.prnewswire.com — 2026-09-08"},{"date":"2026-08-31","type":"partnership","value":"Corning is expanding U.S. optical-fiber production for AI data centers.","source":"The AI Insider"},{"date":"2026-07-28","type":"revenue","value":"USD 2070000000","source":"Corning release, 8-K, call"},{"date":"2026-06-22","type":"partnership","value":"Corning is expanding fiber-optic capacity with support from Meta, NVIDIA, and Amazon.","source":"Electronics Weekly"}],"peers":[{"name":"Dongshan Precision","rank":13,"slug":"dongshan-precision","score":"98"},{"name":"Coherent","rank":19,"slug":"coherent","score":"96"},{"name":"Innolight","rank":29,"slug":"innolight","score":"94"},{"name":"T&S Communications","rank":35,"slug":"t-s-communications","score":"93"},{"name":"Huagong Tech","rank":55,"slug":"huagong-tech","score":"90"},{"name":"Prysmian","rank":56,"slug":"prysmian","score":"89.5"}],"stage":null,"state":"New York","aliases":["Corning Incorporated","Corning Optical","GLW"],"country":"United States","domains":[{"why":"Corning manufactures optical fiber, hollow-core fiber, glass waveguides and co-packaged-optics technology for data-center interconnects, working with hyperscalers and NVIDIA.","list":"AI Infra 100","rank":28,"tier":"member","layer":"Networking & interconnect","total":94,"domain":"AI Core","scores":{"gate_ne":["firepower"],"leverage":10,"position":10,"progress":10,"firepower":10,"commercial":10,"deployment":10,"production":8,"technology":8},"edition":"November 2026","segment":"Optical & photonic interconnect"}],"founded":null,"signals":[{"date":"2026-10-13","header":"Lumentum, Astera Labs and Corning are demonstrating 1060nm VCSEL-based PCIe-over-optics connectivity for AI racks.","outlet":"semiconductor-today.com"},{"date":"2026-10-12","header":"Optical-communications stocks suffered sharp declines.","outlet":"Yicai"},{"date":"2026-10-03","header":"Optical communications stocks rallied, led by Coherent.","outlet":"36Kr newsflashes"},{"date":"2026-09-29","header":"Corning signs multi-year fiber supply agreement with AT&T worth over $30 billion.","outlet":"Yicai"},{"date":"2026-09-24","header":"Corning expands Polarcor glass polarizer capacity to support AI data center demand","outlet":"Yicai"},{"date":"2026-09-24","header":"Corning signs multi-year supply agreement with leading active photonics technology company","outlet":"Yicai"}],"website":"corning.com","category":"AI Infra · Networking & interconnect","categories":[{"name":"Optical & photonic interconnect","domain":"AI Core","parent":"AI Infra · Networking & interconnect"}],"last_round":null,"updated_at":"2026-10-25T23:16:48.240585+00:00","facts_total":25,"positioning":"The leading optical-fiber, cable and connectivity maker for data centers (Enterprise Networks) and now a photonics platform supplier to Gen AI OEMs; multiyear agreements with Amazon and Nvidia, and long-term contracts used to share capacity-expansion risk.","sub_category":"Optical & photonic interconnect","signals_total":35,"url":"https://www.frontiertechintelligence.com/companies/corning","title":"Corning · ai core, Corning, New York, United States · scores, facts and signals · Frontier Tech Intelligence","description":"Corning manufactures optical fiber, hollow-core fiber, glass waveguides and co-packaged-optics technology for data-center interconnects, working with hyperscalers and NVIDIA. AI Infra 100 rank 28 (score 94) 35 signals and 25 facts with sources.","publisher":"Frontier Tech Intelligence (Future Frontiers, a trade name of Essential Cognition Inc.)","note":"Assessment by Frontier Tech Intelligence; facts and signals carry their sources."}