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Meta seals multi-year fiber supply deal with Corning to power AI data centres

As artificial intelligence infrastructure scales at speed, Meta has secured a long-term supply of critical network components to support its growing data centre footprint. The technology company has signed a multi-year agreement with Corning, valued at up to $6 billion, to source advanced fiber-optic cables and connectivity solutions for its AI-focused facilities.

Under the agreement, Corning will provide high-performance optical fiber, specialised cabling, and high-density connectivity products through 2030, according to a report by a news agency. The partnership places Corning at the centre of Meta’s AI infrastructure build-out, supplying what is often described as the physical backbone of large-scale data centres.

As part of the deal, Corning will expand its manufacturing operations in North Carolina. The growth will be focused on its cable factory in Hickory, where Meta will act as the “anchor customer.” The expansion is expected to increase Corning’s regional workforce of 5,000 by around 15% to 20%.

“Together with Meta, we’re strengthening domestic supply chains and helping ensure that advanced data centers are built using US innovation,” said Corning CEO Wendell Weeks.

While much of the attention around AI has centred on chips and software, data movement inside data centres has emerged as a major challenge. AI workloads depend on fast and reliable communication between thousands of interconnected GPUs. Fiber-optic technology plays a critical role here, as it transmits data using light, offering far higher speeds and lower latency than traditional copper-based systems.

Rising demand for such infrastructure has turned Corning into a strong performer in the market. Driven by large orders from Meta, Microsoft, and Google, the company’s shares climbed more than 84% in 2025.

Meta has also outlined its broader infrastructure strategy through its “Meta Compute” initiative, which oversees the company’s global data centre network and supplier partnerships. As part of its long-term push, Meta has committed to investing $600 billion in US technology infrastructure and jobs over the next 3 years.

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