Meta Platforms signed a multi-year supply agreement with Corning. The deal is valued at up to $6 billion. Corning will supply advanced optical fiber and connectivity products.
These components are essential for Meta's new AI data centers. The agreement signals a significant investment in artificial intelligence capabilities. This deal aligns with Meta's recently increased 2026 capital expenditure forecast, a large portion of which targets AI-related infrastructure.
Corning will expand its manufacturing capacity in North Carolina to meet the demand. Meta serves as the anchor customer for this expansion.