Best Ai Infrastructure Stock

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Best Ai Infrastructure Stock

Best AI Infrastructure Stock To Own

While everyone is talking about the big names, there's one AI infrastructure stock that has outperformed them all! Corning (GLW) has emerged as an integral player in the AI space and has outperformed Nvidia, AMD, and many other big names.

When we talk about AI infrastructure, it is not just the chips. In fact, the AI infrastructure also needs to transmit data, and that's where Corning comes into play.

Corning Stock Price Up By 170% In 2025

Corning makes fiber optic cables, which allow the transfer of data at a much faster rate than copper cables. Since the AI race is all about race, more and more data centers are now buying the fiber cables from Corning.

In the last 12 months, the Corning stock price has been up by 170%! Meanwhile, the Nvidia stock price is only up by 61%, and the AMD is only up by 94%.

The Blackwell GPUs from Nvidia are configured using the NV-Link racks. Each of these racks is connected via long copper cables, but now more and more data centers are moving towards fiber.

Fiber not only offers fast speeds but also has very minimal data loss. So by switching to the fiber, the cloud computing providers can offer fast processing speeds.

According to experts, the racks will house a lot more GPUs in the near future. This means there will be a higher need to efficiently transmit the data, and that's where fiber can play a huge role.

Keep this in view, Meta Platforms has already signed a $6 billion deal with Corning. If we look around, a lot of other big firms are also flocking towards the fiber from Corning.

In 2025, Corning earned a record profit of $1 billion, which is an increase of 71% from the last year. Also, the P/E ratio of Corning is 48.9, which is a little higher than the P/E ratio of the Nasdaq-100.

While the Corning stock looks a little expensive, there's no doubt that the demand for its products remains high. According to analysts, the EPS of Corning will jump to $3.11 in 2026 and then to around $3.87 in 2027.

The Corning stock is a very good option for those who want to invest in a company that's integral to the AI infrastructure.

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