Corning Predicts AI Compute and GPU Deployments to Double by 2028
Beth_Kindig · x · 2026-07-06
Citing multiple forecasts, Corning states that newly added AI compute capacity will double every year between 2025 and 2028, with GPU deployment rates following a similar growth trajectory.
The analysis highlights stock tickers for companies like Microsoft, Meta, Amazon, Google, and Nvidia, reflecting broader expectations regarding the rapid expansion of AI infrastructure.
More from Infra
- Anthropic S-1: training infra edge cut per-task cost 40% and doubled revenue growth — BenBajarin · 2026-10-26
- Rewriting scaling law study: optimal synthetic data share rises from 10% to 32% with compute — heghbalz · 2026-10-26
- US states halt new data centers as 72% of Americans oppose local builds — YvesMulkers · 2026-10-26
- $5M Seed Round Can't Afford One DeepSeek Training Run: GPU-less AI Startup's Three Paths — FinanceYF5 · 2026-10-26
- HBM demand shifts: low-stack inference plans shelved, Rubin to go 12-high only — BenBajarin · 2026-10-26
- CircuitHub unveils The Grid, a factory-scale robot making PCBs in the US twice as fast as Shenzhen — garrytan · 2026-10-26