# Who are Corning's customers? Who does Corning earn revenue from?
Canonical: https://valuechain.wiki/corning · Facet: customers · Updated: 2026-09-11T12:41:31.350888+00:00 · Source: ValueChain.wiki (cited money-flow graph)

**Citable summary**: Corning's confirmed revenue counterparties include AT&T Inc., 메타 플랫폼스, NVIDIA plus 3 undisclosed/aggregate relationships. Per the valuechain.wiki graph: 6 revenue edges, backed by 5 dated sources, 1 of them primary filings (as of 2026-09-11).

### AT&T (high)  → /at-t.md
- metric: Contract value $1B · multi year purchase agreement · Value of AT&T's purchase agreement for Corning fiber, cable, and connectivity solutions
- note: Corning supplies next-generation fiber, cable and connectivity solutions for AT&T's broadband expansion under a multiyear purchase agreement valued at more than $1 billion.
- [confirms] Corning Investor Relations (EN, ir, published 2024-10-28) https://investor.corning.com/news-and-events/news/news-details/2024/ATT-and-Corning-Expand-Collaboration-with-Multi-Year-Purchase-Agreement/default.aspx: "The agreement, valued at more than $1 billion"

### 메타 플랫폼스 (high)  → /meta.md
- note: Datacenter fiber and connectivity to Meta — a GenAI anchor where AI-cluster expansion is fiber demand.
- [confirms] RCR Wireless (EN, news, published 2026-06-11) https://www.rcrwireless.com/20260611/connectivity/corning-ai-infra: "Supplies datacenter optical fiber/connectivity to Meta Platforms."
- [confirms] Corning (EN, filing, published 2025-10-28) https://www.corning.com/worldwide/en/about-us/news-events.html: "Supplies datacenter optical fiber/connectivity to Meta Platforms."

### NVIDIA (high)  → /nvidia.md
- note: Datacenter fiber and connectivity to NVIDIA AI systems — a direct beneficiary of the GPU-interconnect generation shift.
- [confirms] RCR Wireless (EN, news, published 2026-06-11) https://www.rcrwireless.com/20260611/connectivity/corning-ai-infra: "Supplies datacenter optical fiber/connectivity to NVIDIA."
- [confirms] Corning (EN, filing, published 2025-10-28) https://www.corning.com/worldwide/en/about-us/news-events.html: "Supplies datacenter optical fiber/connectivity to NVIDIA."

### 아마존 (mid)  → /amazon.md
- note: Datacenter fiber and connectivity to Amazon (AWS) — tied to hyperscaler capacity build-out.
- [confirms] RCR Wireless (EN, news, published 2026-06-11) https://www.rcrwireless.com/20260611/connectivity/corning-ai-infra: "Supplies datacenter optical fiber/connectivity to Amazon."
- [confirms] Corning (EN, filing, published 2025-10-28) https://www.corning.com/worldwide/en/about-us/news-events.html: "Supplies datacenter optical fiber/connectivity to Amazon."

### 디스플레이·특수소재 (비AI) (mid)
- note: Display glass, Gorilla Glass and specialty materials — the non-AI end-market axis cushioning the cycle.
- [confirms] Globe and Mail (EN, research, published 2026-01-01) https://www.theglobeandmail.com/investing/markets/stocks/GLW/pressreleases/2421740/photonics-is-the-new-hot-cake-of-ai-infrastructure-space-5-picks/: "Springboard $30B by 2028."

### LG디스플레이 (mid)  → /lg-display.md
- note: Display glass substrates to LG Display — a display axis tied to panel utilization.
- [mentions] ETNews (KO, news, published 2022-04-21) https://www.etnews.com/20220421000111: "Corning supplies glass to LGD."

Reverse side: https://valuechain.wiki/corning/suppliers.md · Ripple: https://valuechain.wiki/corning/ripple.md

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Full node: https://valuechain.wiki/corning.md · JSON: https://valuechain.wiki/corning.json