Corning Incorporated has experienced substantial upward momentum and heightened volatility, primarily fueled by a series of landmark partnerships that solidify its role as a critical, foundational layer of artificial intelligence infrastructure. The primary catalyst is a massive, multi-decade agreement with Amazon to expand domestic fiber-optic and connectivity production to power the retail giant’s expanding U.S. generative AI data centers. This follows similar high-profile alliances, including an equity investment and co-funding arrangement from Nvidia to rapidly expand domestic manufacturing capacity, and a major multiyear fiber supply contract with Meta. These agreements provide strong long-term revenue visibility, positioning…