Corning
Makes optical fibre, cable and connectivity products for data centres and telecoms.
- Revenue
- Optical Communications sales of $2.07B in Q2 2026 (quarter to 30 June 2026)
- Growth
- Optical Communications sales up 32%. Sales linked to AI data centres nearly doubled
- Based in
- Corning, US
- Founded
- 1851
- Listed
- Public (GLW)
Amazon signed a multiyear, multibillion-dollar deal for its US data centres, and Nvidia is working with it to expand optical capacity tenfold.
Demand is above its production capacity, and it plans about $2B of 2026 capital spending to expand.
Money coming in
Who pays Corning, and for what.
Money going out
Who Corning pays to do what it does.
No suppliers of Corning mapped yet.
Where it sits on the map
Competitors and neighbours
Designs custom AI chips for big clouds and AI labs, and the networking chips that link them.
AI chip revenue $16.7B in a quarter, up 221%
Open profileMakes switches, routers and AI networking systems sold to cloud providers and enterprises.
About $4B of AI infrastructure revenue in fiscal 2026 (year to July 2026)
Open profileMakes lasers and optical parts that carry data between AI servers and data centres.
Revenue up 90%. Nvidia invested $2B (Mar 2026)
Open profileDesigns custom AI chips for large cloud customers, and the optical chips that link data centres.
$2.006B in the quarter to July 2026 (fiscal Q2 2026), up 58%
Open profileMakes copper and optical connectors that link servers, switches and racks in data centres.
Sales of $8.76B in Q2 2026 (quarter to 30 June 2026)
Open profileSells the Ethernet switches that connect AI clusters and campus networks.
Revenue of $3.04B in Q2 2026 (quarter to 30 June 2026)
Open profileMakes chips and switches that connect AI accelerators inside a server rack.
Revenue of $392.4M in Q2 2026 (quarter to 30 June 2026)
Open profileMakes optical networking gear that links data centres and carries traffic between them.
Revenue of $1.67B in fiscal Q3 2026 (quarter to 1 August 2026)
Open profileMakes optical transceivers and lasers that connect AI data centres, plus industrial lasers.
Datacenter and Communications revenue of $1.62B in fiscal Q4 2026 (quarter to 30 June 2026)
Open profileSources: sec.gov
The map updates three times a week.
241 companies across 25 areas, 62 money flows and 89 openings so far. New research lands every Tuesday, Thursday and Saturday.
Back to the full mapFree daily email
Get the map updates in your inbox
A short read every morning on what is moving in AI, including new areas of the map as they go live. Free.
You are in
Your first AI Pulse lands tomorrow morning. Keep an eye on your inbox.