Corning's Optical Communications segment, the primary growth driver for GLW, posted $2.07 billion in Q2 2026 sales, up 32% year over year, fueled by a 65% surge in Enterprise Networks tied to generative AI data center expansions. Multiyear supply agreements with hyperscalers including Amazon, NVIDIA, and Meta, alongside a NVIDIA partnership to scale U.S. manufacturing capacity tenfold, provide demand visibility and support management's upgraded Springboard targets for higher annualized revenue run rates. Traders assessing a Q3 threshold focus on sustained AI infrastructure spending, recent capacity investments, and margin expansion from volume and pricing power, with overall core sales guided up approximately 16% year over year. Q3 results, due October 27, 2026, represent the next key catalyst for segment trends.