百年康宁华丽转身:光纤终结二十年亏损,抱上Meta大腿成AI新贵!

华尔街见闻
Feb 07

在亏损近二十年后,康宁这家175年历史的玻璃巨头,凭借其光纤业务逆袭成为AI基础设施的关键力量。其基于2018年对数据中心痛点的精准洞察,提前布局高性能光纤产品,最终获得Meta等巨头数十亿美元订单。公司正通过光电共封装(CPO)等技术卡位未来增长。在经历近二十年亏损后,康宁的光纤业务正成为AI数据中心建设浪潮中的关键受益者之一。这家拥有175年历史的材料科学企业近期与Meta签订价值60亿美元的...

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