**Corning Inc. (NYSE: GLW)** is experiencing significant revenue growth driven by the demand for fiber-optic cables in data centers, particularly from the artificial intelligence (AI) sector. The company’s optical communications revenue increased to **$6.2 billion** in 2025, marking a **35%** year-over-year growth. Overall, Corning reported **$16.4 billion** in core revenue, up **13%** from the previous year, with a record profit of **$1 billion** from its optical communications division, up **71%**.
In a major move to secure its fiber supply, **Meta Platforms** entered a **$6 billion** agreement with Corning to acquire optical cables over the coming years. Corning CEO **Wendell Weeks** anticipates that the market for data center optical fiber could potentially **triple** due to the rising demand from AI developers. The company’s stock has surged **170%** over the past year, outperforming peers like Nvidia and AMD, which gained **61%** and **94%**, respectively.
