Mei Ri Jing Ji Xin Wen·2026-02-11 02:01Group 1 - The demand for AI data centers is driving an increase in both the quantity and price of optical fibers and cables, with applications in Scale Out scenarios and potential growth in Scale Across and Scale Up markets [1] - The industry is experiencing improved supply-demand dynamics, leading to rising prices for data center optical fibers such as G.657.A1 and multimode fibers, alongside increased demand for high-value products like small-diameter, ultra-low-loss, and hollow-core fibers [1] - Meta has reached an agreement with Corning to invest $6 billion in AI data center optical cables from 2026 to 2030, indicating a positive industry outlook [1] Group 2 - Alphabet and Amazon reported strong financial results for FY25, with Alphabet's annual revenue surpassing $400 billion and Amazon's net sales increasing by 12% to $716.9 billion [2] - Both companies announced significant capital expenditure plans for FY26, with Alphabet expecting $175-185 billion and Amazon around $200 billion, reflecting ongoing investment in AI infrastructure [2] - The performance of leading cloud providers like Google and Amazon, along with their increased capital expenditures, suggests a sustained high demand in the global AI industry, benefiting sectors like optical modules and servers in the A-share market [2]