Jun. 10 at 7:38 PM
$GLW
just locked in massive demand from the biggest names in tech.
Q2 2026:
$6B multiyear fiber optics deal with Meta
$500M optical connectivity deal with Nvidia
Expansion at Hickory site underway, capacity growing fast
Why so aggressive?
Management sees optical fiber as the backbone of the AI and cloud boom.
The business backs it up:
Serving Meta and Nvidia with next-gen optical products
Domestic manufacturing ramping to meet AI infrastructure demand
Orders secured for years, not months
Stock reaction? Quiet for now, but this kind of setup usually lights a fire under shares