"The rapid expansion of artificial intelligence is driving an enormous build-out of data centers, with total investment expected to reach unprecedented levels. While major AI companies dominate headlines, much of the real opportunity may lie in less visible businesses that provide the infrastructure behind the scenes. These "glue" companies supply the materials, networking, and connectivity that allow AI systems to function at scale."
""If you've ever seen what a data center looks like, it's racks and racks of servers and things of that nature," 24/7 Wall St. Analyst Lee Jackson explains. "Corning makes fiber-optic fiber that's being used in a lot of AI data centers because when you're having to put through gigantic amounts of data it has to travel on light and fiber optics - it's not going through coax like your cable. So I would suspect that Corning is a player in that area.""
Artificial intelligence growth is driving a massive build-out of data centers with total investment rising toward unprecedented levels. Much of the opportunity lies with companies that supply infrastructure components rather than headline AI firms. Fiber optics, cables, and server infrastructure are critical because massive data volumes require rapid, light-based transmission across networks. Long-established networking and communications firms stand to benefit from sustained demand for optical materials and connectivity solutions. Corning Inc. exemplifies an infrastructure supplier, producing specialty glass and optical products and entering a multiyear partnership with Meta to support US data center construction.
Read at 24/7 Wall St.
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