Industry News & Insights
Stay current on fiber optic infrastructure developments, AI data center investments, and ODN equipment market trends that shape the industry.
Corning Expands US Optical Fiber Capacity 10x for NVIDIA AI Factories
Corning Q2 2026: optical communications sales up 32%, 10x US optical connectivity capacity with NVIDIA, multi-billion dollar Amazon deal. Analysis of ODN equipment demand.
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Far East Fiber's 2B RMB AIDC Expansion: What It Means for ODN Equipment Demand
Far East Fiber secures Shanghai Stock Exchange approval for ¥2B capital raise targeting AI data center fiber preform rod manufacturing, scaling from 300 to 2,100 tons/year.
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US$24.98M AIDC Prefab Module Contract Signals Accelerating Southeast Asia Data Center Buildout
China United Development Holdings signs contract for pre-fabricated AI data center modules destined for Johor Bahru, Malaysia. Analysis of fiber distribution and ODN equipment demand.
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Data Center Liquid Cooling Enters Industrial Phase: What It Means for Fiber Infrastructure
Leading thermal management supplier confirms liquid cooling components have entered mass validation with small batch orders. Analysis of implications for ODN equipment demand.
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NAVER, NVIDIA and Brookfield Commit $10 Billion to AI Data Center in Korea
$10B investment scales GAK Sejong to 1GW with 100,000 GPUs. SK Group adds 2GW more. What this means for fiber infrastructure and ODN equipment demand.
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Mark Cuban Warns AI Data Centers Could Become 'Pickleball Courts'
Billionaire investor compares AI data center boom to 1990s fiber optic bubble. Analysis of what efficiency breakthroughs mean for ODN equipment demand.
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Jergeo New Website Is Successfully Online
Our new website is live — browse 90+ ODN product models, explore solutions for FTTH and data centers, and request quotes directly.
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World's Largest Fiber Maker Signals Historic Shift: AI Data Centers Replace Telecom as Primary Growth Engine
At WAIC 2026, YOFC president projects 10-20x growth in polarization-maintaining fiber demand. Global fiber demand shifting from <10% to 50%+ from Datacom by 2030.
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Jergeo Launches Expanded Product Line for AI & Data Center Applications
New high-density fiber patch panels, sheet metal ODFs, and splice trays designed for AI data center deployments.
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FTTH Deployment Trends in the Middle East and Africa
Governments and ISPs across the region are accelerating fiber rollout. Here is what the demand looks like for ODN equipment.
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