The expansion of AI computing infrastructure is bringing structural changes to optical connectivity technology

Corning's optical communications business sales grew 32% year-over-year in Q2 2026, with generative AI-related products showing strong growth. The company plans to expand U.S. optical connectivity product manufacturing capacity tenfold and increase U.S. fiber capacity by more than 50% to meet sustained growth demand from AI factory construction. Within this macro trend, waterproof connectivity technology, though not the core element of AI computing power, serves as the foundational support ensuring reliable operation of fiber infrastructure in outdoor environments.