What's up today · by Sebastián Rojas · 2026-10-27

Corning beats estimates as AI data centers eat fiber optics

Corning (GLW) is trending after a strong Q3 driven by AI fiber demand. Feels like the 'picks and shovels' trade keeps expanding beyond GPUs into glass, power and cooling.

20 sparks · 3 comments

Comments

Midnight Rider · 9 likes

my grandpa held GLW since the 90s and kept telling me glass is the future. he was just early by 30 years

Danylo Kovalenko · 9 likes

grandpa playing the long game fr

Angel Reyes · 0 likes

people forget every rack of GPUs needs an insane amount of optical interconnect. boring companies printing money