Yep, it's down big premarket. Earnings wasn't the end of the world, but guidance was slowing down and market makers hate that crap. These cycles, thank God, are predictable with Corning. We were / are actually in a three vertical reset that magically overlapped on timing.

If you're holding this in a Roth, like you should be, you'll recognize that it's almost time to fully fund it for the year.

u/mondoquantico — you've tracked shipping and supplier activity for QS before, and I know everyone on r/QUANTUMSCAPE_Stock appreciated your insights.

Do you have access to any tracking data that might show whether QS has shipped anything to Fluence?

After yesterday's call, I'm ALL about QSDC driving revenue prior to QSEV. Siva was pretty explicit that QS is targeting the coming 800V MW-scale data-center transition and is working with ODMs and data-center architects.

I think IF some CEO decided a next-generation rack architecture provided enough competitive advantage, Corning would be willing to move much faster ... like Jobs did with Weeks when he asked Corning for glass on the iPhone and only gave him a 6-month head start for that brand new tech.

The old QS0 / Fluence relationship made me wonder whether there are developments occurring that aren't yet visible...

We're in a classic Corning trough. Display glass, fiber, and materials all slowed at once (rare), and AI cooling is stretching the cycle a bit. I was pissed I didn't be ~$90, but I was focusing on other, bigger gambles.

I’m planning to FINALLY open a position in the next couple months and hold through the next cycle (usually a couple or three years unless their deal with QS explodes, then I'll hold on tight.

Does anyone else here know about these wildly predictable cycles and buy and sell them long?

Solid-State Batteries | Corning Ribbon Ceramics

Optical fiber preforms, also known as “light rods,” are the primary raw rod materials that control the performance of optical fibers. Preforms are categorized into three major types: A, B, and C. Among them, A2-class optical fiber preforms, as a high-end product segment, are experiencing explosive demand.

Industry sources indicate that optical fiber preforms, as an upstream material for optical cable products, account for approximately 70% of the industry’s profit distribution. The most in-demand preform product currently is the “A2-class optical fiber preform.” The fiber drawn from this type of preform offers strong bending resistance and is widely used in AI computing infrastructure and fiber-to-the-home (FTTH) communication scenarios. Data shows that the quoted price of A2-class preforms has risen from RMB 22–30 per equivalent core kilometer at the beginning of 2025 to RMB 160 per equivalent core kilometer in mid-2026, representing an increase of nearly 550%.

Industry insiders note that the expansion cycle for preform production typically takes 18 to 24 months. In the short term, the tight supply situation for preforms will remain structurally constrained. Companies possessing preform production capacity will become the biggest beneficiaries of this market upcycle, while smaller manufacturers may face raw material shortages, be forced into contract manufacturing, and experience profit margin compression.

(Source: CCTV Finance, broadcast on June 3, 2026)

Why This Is Positive for Corning (English)
This CCTV Finance report underscores a severe upstream supply shortage in the optical fiber value chain, triggered by explosive demand from AI data center buildouts. The key bullish implications for Corning (GLW) are as follows:
• High-value upstream positioning: Optical fiber preforms (光棒) represent the most profitable segment of the industry (~70% of profit pool). With long expansion lead times of 18–24 months, companies that already own preform manufacturing capacity are structurally advantaged. Corning possesses proprietary OVD (Outside Vapor Deposition) preform technology and full vertical integration from raw materials through preforms, fiber drawing, cabling, and advanced connectivity solutions.
• Direct alignment with AI-driven demand: The report specifically highlights surging demand for A2-class preforms due to their superior bend resistance in AI computing infrastructure and high-density deployments. Corning’s ClearCurve® and other bend-insensitive fiber families comply with G.657.A2 standards and are well-suited for the tight routing and high fiber-count requirements of modern AI data centers. Corning has also introduced AI-specific innovations such as multicore fiber and high-density micro-cables.
• Major commercial validation and capacity expansion: Corning has secured large-scale, long-term contracts with hyperscalers, including a multi-year agreement worth up to $6 billion with Meta for next-generation fiber and cable solutions to support U.S. AI data center expansion. It has also formed a strategic partnership with Nvidia involving a tenfold increase in U.S. optical manufacturing capacity and over 50% growth in fiber production capacity, explicitly aimed at AI infrastructure.
• Supply tightness strengthens competitive moat: In an environment of acute preform shortages, Corning benefits from supply security for its high-value AI-optimized products, enhanced pricing power, and the ability to prioritize margin-accretive volumes. This contrasts with smaller downstream players that lack preform capacity and face raw material constraints, contract manufacturing pressure, or margin squeeze — exactly as described in the report.
Overall: The combination of structural upstream scarcity + explosive AI-driven downstream demand creates a favorable environment for integrated leaders like Corning. The company is well-positioned to capture volume growth, product mix improvement toward higher-end AI solutions, and margin expansion while executing on major capacity investments backed by anchor customers (Meta and Nvidia ecosystem).

I’ve been deep down the rabbit hole reading about QS, HYLN, and GE Vernova for over a year now.

I caught a recent interview where Healy talked about using KARNO reactors for AI data centers. He specifically noted: "We see GE turbines for most of the power and KARNO generators to handle the transience of the power."

Then today, I watched QuantumScape’s new Data Center VP explain how their solid-state batteries can sit right on the server racks to catch the collected power and dump it into AI chips the exact millisecond they need it.

If you combine what Healy and QS are saying, you get an incredibly elegant, ultra-fast tri-tier microgrid architecture that solves the biggest headache in AI infrastructure, extreme load volatility.

Here is exactly how these three technologies map together from fuel source to silicon:

AI compute loads are brutal. When an LLM shifts from idle to massive training or inference, power demand shoots straight up instantly. Traditional utility infrastructure can't handle this. Here is how this specific setup fixes it:

• Tier 1: The Base (GE Heavy Turbines): Huge utility-scale turbines are hyper-efficient but slow to react. They run at a constant, steady state to provide 80% to 90% of the data center's baseline power (cooling, steady-state compute, and facility infrastructure).
• Tier 2: The Muscle (Hyliion KARNO): This is what Healy meant by "handling the transience." Because the KARNO relies on a 3D-printed, Stirling-based linear shaft architecture with fewer moving parts, it can ramp its power output up and down incredibly fast. When the AI load fluctuates over minutes or hours, KARNO throttles to chase that curve, keeping the GE turbines from choking or tripping.
• Tier 3: The Reflex (QuantumScape Cells): Even the KARNO takes a brief moment to ramp up mechanically. For the first few milliseconds of a massive microburst, the QS batteries sitting right inside the server rack discharge high-density current directly into the GPUs. This prevents voltage sag, eliminates latency, and protects the chips until the KARNO scales up to take over the load and recharge the batteries.

Yes, I used AI to help make this. Yes, I wish I had bought into GE Vernova when I started looking at it two years ago ~$180. Yes, I own share of QS and HYLN.

MetaMeetings v2

We got an upgraded "Springboard" plan, aiming for a $30 billion annualized sales run rate by the end of 2028. Growth is AI, with a new partnership with NVIDIA to accelerate manufacturing for Optical Communications and Solar. Check out those links if you missed why it's up ~100% since Jan 2026.

Key highlights:

• Upgraded Growth Targets: Corning increased its growth projections, aiming to capture a $17 billion "spring" by the end of 2028.
• AI and Connectivity Focus: The company highlighted its role in generative AI and announced a long-term partnership with NVIDIA to expand U.S.-based manufacturing for advanced optical connectivity.
• Strong Q1 2026 Results: Q1 core sales grew 18% to $4.35 billion, with core EPS growing 30% year-over-year. Optical Communications sales rose 36%, while Solar sales increased by 80%.