$GLW — Corning is becoming a critical link in the AI data center optical supply chain — with capital, capacity, and customers converging at once. Key highlights: — Q1 2026 EPS of $0.70 came in strong, with optical communications revenue up 36% YoY on robust AI demand. — Nvidia took a $ 500M stake in Corning, while the company committed to expanding U.S. fiber optic capacity by 50%+ to supply AI data centers. — Long-term agreements signed with multiple hyperscalers, including a $ 6B order from Meta — locking in Corning's optical positioning across the AI supply chain. Three converging order streams — fiber, silicon, and cloud — reshaping a 174-year-old industrial company into an AI infrastructure name. Trade $GLW and 1,000+ U.S. and Hong Kong equities with stablecoins on StableStock.