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Daily News for NEE

Last Updated: 2026-02-03 12:44:16

...::"I used to think that top global environmental problems were biodiversity loss, ecosystem collapse, and climate change.
I thought that with 30 years of good science we could address these problems, but I was wrong.
The top environmental problems are selfishness, greed, and apathy, and to deal with these we need a spiritual and cultural transformation. And we scientists dont know how to do that."

New AI data centers impact stock prices of several fiber optic manufacturers and suppliers, as the industry shifts to high-density, low-latency fiber networks to support intensive AI workloads. The explosive demand for connecting thousands of GPUs within data centers, as well as linking them, has led to a surge in demand for specialized optical fiber and interconnect products, positively influencing the valuation of companies within this sector.

Major Companies Impacted:

Corning GLW As a major supplier, Corning has experienced strong growth in its Optical Communications segment, explicitly driven by the need for fiber-rich networks in AI data centers. Its collaborations on co-packaged optics with firms like Broadcom further deepen its connection to AI hardware.

Lumentum LITE Lumentum has seen significant stock price growth, reported at a 372% increase in late 2025, driven by demand for optical transceivers and laser chips that connect servers within AI data centers.

Ciena CIEN Benefiting from increased investment by cloud and service providers, Ciena has reported substantial top-line gains, with AI-led demand for optical networking infrastructure fueling its growth.

Other Players: CommScope, Prysmian Group, Sumitomo Electric, Fujikura, Sterlite Technologies (STL), and Yangtze Optical Fibre & Cable (YOFC) are also identified as key manufacturers facing, or preparing for, increased demand.

USA to back $1.6 billion USA Rare Earth funding: USAR
NextEra Energy: (NEE) Press Releases: NEE