Corning’s Optical Communications segment, which includes enterprise networks serving AI data centers, posted $2.07 billion in Q2 2026 sales, up 32% year over year, with enterprise sales surging 65% as generative AI product demand accelerated. Management cited multiyear supply agreements with Amazon, NVIDIA, Meta, and Verizon, plus capacity expansions including a tenfold increase in U.S. optical connectivity manufacturing, as supporting sustained momentum into the second half. For Q3, the company guided overall core sales of $4.9–5.0 billion (roughly 16% growth) and core EPS of $0.85–0.89, with Optical Communications expected to remain the primary growth driver amid hyperscale buildouts. Q3 results and segment breakdown are scheduled for release on October 27, 2026, providing the next clear data point on whether recent order trends and capacity ramps translate into continued double-digit segment growth.