Group 1 - Nvidia CEO Jensen Huang predicts that data center operators could spend up to $4 trillion annually on infrastructure upgrades to meet AI demand by 2030, benefiting Nvidia and other suppliers of chips and components [1] - Corning, known for supplying glass for Apple's iPhone, is a key player in the AI space with its fiber optic cables that enhance data transfer speeds in data centers compared to traditional copper solutions [2] - Corning's stock increased by 84% in 2025, outperforming Nvidia's 39% rise, and the company is expected to report its strongest annual results on January 28, with management's guidance for 2026 being crucial for future stock direction [3] Group 2 - The shift from copper to fiber optic technology is set to transform Corning's business, as AI development requires significant computing power concentrated in large data centers filled with specialized chips [5] - Fiber optic cables are superior to copper in terms of speed and distance for data transmission, which is essential for maximizing GPU performance in AI workloads [6] - Data center operators are transitioning from copper to fiber optic cables, with increasing AI software demands leading to larger nodes that require more GPUs and cabling [7] Group 3 - Corning is a leading supplier of fiber optic cables for data centers, and the market for these cables is expected to double or triple due to rising demand from AI developers, making Corning's stock still attractive despite its recent gains [8]