This Super Semiconductor Stock Crushed Nvidia in 2025, and Jan. 28 Could Be a Very Big Day for Its Investors

• Corning is simply a apical supplier of fibre optic cables for information centers, which transmit accusation amended than copper.

• The institution believes this marketplace could treble oregon triple arsenic request from artificial quality developers soars.

• A surge successful AI-related gross fueled a immense summation successful its stock, yet it inactive looks charismatic astatine the existent price.

• 10 stocks we similar amended than Corning ›

According to Nvidia CEO Jensen Huang, information halfway operators could walk up to $4 trillion annually connected upgrading their infrastructure to conscionable request from artificial quality (AI) developers by 2030. As the supplier of the world's champion chips for AI workloads, his institution volition payment importantly from that spending, but truthful volition a agelong database of different suppliers of chips, components, and equipment.

Corning (NYSE: GLW) is 1 of them, and it often flies nether the radar successful the AI space. The institution is champion known for supplying the solid for Apple's iPhone since 2007, but its fibre optic cables for information centers are helping AI developers determination accusation betwixt chips and devices overmuch faster than accepted copper solutions.

Corning banal soared by 84% successful 2025, crushing Nvidia stock, which climbed by a still-respectable 39%. The institution is scheduled to study its operating results for the 4th fourth (ended Dec. 31) connected Jan. 28, and they are apt to headdress disconnected the strongest twelvemonth successful its history. More importantly, investors volition get a archetypal look astatine management's guidance for 2026, which could dictate the absorption of the banal from here.

AI improvement requires a important magnitude of computing power, which is wherefore astir of it happens successful ample information centers filled with thousands of specialized chips and components. Graphics processing units (GPUs) are the superior chips utilized successful AI workloads, and they are supported by different hardware similar cardinal processing units (CPUs), high-bandwidth memory, retention chips, and more.

Data needs to question betwixt those chips and components arsenic rapidly arsenic imaginable to unlock maximum show from each GPU. Fiber optic cables are known for their quality to determination accusation astatine overmuch faster speeds, and implicit overmuch further distances than their copper counterparts, and with minimal information loss.

Right now, a emblematic Nvidia NV-Link node uses astir 2 miles of copper cablegram to link 72 GPUs with the different components successful the stack, but Corning says information halfway operators are rapidly transitioning to fibre instead. Plus, arsenic each caller procreation of AI bundle grows hungrier for computing capableness than the last, nodes are gradually getting bigger, which means much GPUs and importantly much cabling.