The AI boom has sparked a fiber frenzy, and suppliers like Corning are racing to keep up
Source: Business Insider ·
AI's growth demands denser optical networks. This increases the need for more fiber across data centers.
From the source
Corning is investing $585 million in expanding manufacturing in North Carolina.Travis Dove for The Washington Post via Getty ImagesAI's growth demands denser optical networks, increasing the need for more fiber across data centers.Hyperscalers like Meta are securing fiber supply through long-term deals with manufacturers.Innovations like Relativity Networks' hollow-core fiber can increase data transmission speeds.Data centers have long relied on fiber to transmit signals. But the compute necessary to meet AI's demand requires more fiber than ever before.AI pulls from hundreds of thousands of servers and chips. Lauren Clark, a managing director in Brown Gibbons Lang & Company's infrastructure vertical, told Business Insider that the higher density of fiber, the faster computers can talk to each other— and the faster a large language model can provide a response.And as AI models become more complex and sophisticated, they require denser optical networks, said Mike O'Day, senior vice…