The Top CEOs of 2026. Plus, Corning's Wendell Weeks Talks A.I. and Glass.
Weeks on how a glass company ended up selling into AI data centres, and why Corning kept spending on research through the parts of the cycle when it did not pay.
Chairman, CEO & President, Corning Incorporated (GLW)
4 recorded appearances
Weeks on how a glass company ended up selling into AI data centres, and why Corning kept spending on research through the parts of the cycle when it did not pay.
The day after the investor event that upgraded Springboard, Weeks told Jim Cramer that NVIDIA is helping fund the US plants Corning is building, not just taking equity - the clearest statement of who pays for the 10x optical capacity expansion.
Twelve minutes on the Q4 2025 print and the up-to-$6-billion Meta agreement announced alongside it, plus what fibre demand from AI data centres does to Corning's growth outlook.
A long conversation on running a 175-year-old company through repeated reinventions - Gorilla Glass for the first iPhone, fibre for GenAI, and the solar business - and how Weeks decides which bets to fund.