Oktober 10, 2026

data centers

Corning Stock Jumps on Verizon’s Multi-Billion Fiber Deal: Is GLW Becoming the Backbone of the AI Economy?

Corning and Verizon signed a multi-billion-dollar agreement for more than 80 million miles of high-density fiber through 2032. With Amazon, Meta and Nvidia already in the customer mix, Corning is.

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Nvidia’s $105 Billion OpenAI Guarantee: When Chip Demand Starts Financing Itself

Nvidia may guarantee up to $105 billion for an OpenAI data-center lease. I examine what this says about AI demand, circular financing and Nvidia’s valuation.

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