Meta Platforms (NASDAQ:META) and Corning (NYSE:GLW) announced a landmark partnership on Tuesday, with the social media giant committing up to $6 billion through 2030 to secure a steady supply of advanced optical fiber.
The agreement is a cornerstone of Meta’s recently unveiled "Meta Compute" initiative, a top-level strategic pivot designed to oversee the company’s global fleet of data centers and scale its AI infrastructure to "personalized superintelligence" levels.
Under the terms of the deal, Corning will serve as the primary supplier of the newest generation of optical fiber, cable, and connectivity hardware.
These components are the literal nervous system of modern AI data centers, which require significantly more fiber density than traditional facilities to handle the "east-west" traffic (server-to-server) generated by massive Large Language Model (LLM) training.
The deal also carries significant political weight, aligning with the Trump administration's "America First" push to revitalize domestic manufacturing.
Corning confirmed it will expand capacity at its Hickory, North Carolina facility, where Meta will be the anchor customer.
The expansion is expected to boost Corning’s employment in the state by 15% to 20%, supporting a workforce that already exceeds 5,000 people.