Amazon has entered into a multibillion-dollar supply agreement with Corning for optical fiber to support its expanding...

Amazon has entered into a multibillion-dollar supply agreement with Corning for optical fiber to support its expanding data center footprint, as reported by Digitimes and CNBC. The investment will allow Corning to expand production and create 1,000 new jobs at its North Carolina facilities. Amazon's move follows similar large-scale fiber deals by Meta and Nvidia with Corning, underscoring the critical role of optical interconnects in AI infrastructure. This deal signals Amazon's commitment to scaling its data center capacity, likely increasing demand for related semiconductor and networking components from suppliers such as NVDA, MSFT, and GOOGL, who also compete for fiber resources. The partnership bolsters Amazon's position in the AI buildout race and points to sustained capex growth.