Key Takeaways Corning benefits from rising demand and AI-linked optical solutions driving growth.GLW's reorganization into five platforms boosts efficiency and supports wider market opportunities.Arista's 2.0 strategy targets new solutions, more SaaS focus and adjacent markets despite higher costs.Corning Incorporated (GLW) and Arista Networks, Inc. (ANET) are key technology firms in the smartphone and communications value chain focused on the AI data center growth wave. Corning is a leading innovator in th ...