The Motley Fool
09 Jun 2026, 03:12 UTC · 2h ago
Forget the Big Chipmakers for a Minute: This Overlooked AI Stock Is Up 114% and Just Landed Deals With Nvidia and Amazon
The Motley Fool
09 Jun 2026, 03:12 UTC · 2h ago
Story key points
4 claims · impact-rated
Amazon has entered a multiyear, multibillion-dollar agreement with Corning to purchase optical fiber and connectivity for its U.S. data centers. — Secures massive, long-term revenue from one of the world's largest cloud spenders, directly validating Corning's role in AI infrastructure.
+0.80Corning has raised its long-range sales target to a $40 billion annualized run rate by the end of 2030, doubling its 2026 projection of $20 billion. — Signals management's high confidence in sustained aggressive growth driven by the AI build-out over the next several years.
+0.60Corning has secured similar multiyear AI infrastructure partnerships with Meta Platforms (up to $6 billion) and Nvidia. — Demonstrates that the demand is systemic across the major AI hyperscalers rather than dependent on a single customer.
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Corning's optical communications sales grew 36% year-over-year in Q1, accelerating from 24% growth in the previous quarter. — Provides hard financial evidence that the AI-driven demand is translating into immediate and accelerating top-line growth.
+0.40Ticker attribution
Model heads
Secured multi-billion dollar agreements with Amazon, Meta, and Nvidia, leading to significant stock price gains and revenue growth.
Investing in AI infrastructure and data center expansion through a multi-year agreement with Corning.
Investing in AI data centers through a $6 billion agreement for optical solutions from Corning.
Partnering with Corning to expand next-generation AI infrastructure and connectivity.
[a_to_b] Corning entered a multiyear, multibillion-dollar agreement to supply optical fiber and connectivity for Amazon's data centers.
[a_to_b] Meta Platforms agreed to buy up to $6 billion of optical solutions from Corning for its AI data centers.
[mutual] Nvidia named Corning its optical partner for next-generation AI infrastructure, investing $500 million into the partnership.
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