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An interview with Corning CEO Wendell Weeks on risk-sharing provisions that protect the company in multibillion-dollar fiber deals with Nvidia, Meta, and Amazon

Wall Street Journal Christopher Mims

Discussion

  • @wsj @wsj on x
    Corning CEO Wendell Weeks spoke to Christopher @Mims about the dot-com bubble and other hard times, and how he uses those lessons to hedge even the most optimistic AI bets https://www.wsj.com/...
  • @producercities Jim Russell on x
    Corning CEO Wendell Weeks: “Remember, when you're building a neural network, every GPU needs to have a path to every other GPU in the cluster. What creates those paths once you leave the server rack is light” https://www.wsj.com/... [image]
  • @dferris1961 Dan Ferris on x
    “While it's not uncommon to hear talk of a potential AI investment bubble in the world of finance, it's more unusual to hear it from the chief of a company that manufactures the physical stuff essential to the AI boom.” https://www.wsj.com/...