---
type: "Topics"
locale: "en"
url: "https://longbridge.com/en/topics/100000000936662.md"
description: "Expert Takeaways: Meta's Optical Demand> Meta signed a $6B deal with Corning for MPO fiber cables to power its next-gen AI data center infrastructure.> Zhongji, Eoptolink, and Cohr lead Meta’s optical supply chain, with new entrants Dongshan, Cambridge, and Lumentum gaining share across 800G & 1.6T.> Low risk of a full FCC ban, but if hit, Meta plans to buffer 6+ months of optical inventory and pull forward CPO adoption by 6–12 months.> Meta shifts to NPO starting 2027 (85% non-optical port mix) before fully scaling Co-Packaged Optics (CPO) around 2029–2030.> Broadcom powers Meta's NPO silicon photonics platform, with Cohr, Zhongji, Eoptolink, Lumentum, and Dongshan supplying optical engines.$Meta Platforms(META.US) $Broadcom(AVGO.US) $Corning(GLW.US)"
datetime: "2026-10-14T01:15:31.000Z"
locales:
  - [en](https://longbridge.com/en/topics/100000000936662.md)
  - [zh-CN](https://longbridge.com/zh-CN/topics/100000000936662.md)
  - [zh-HK](https://longbridge.com/zh-HK/topics/100000000936662.md)
author: "[Equity research](https://longbridge.com/en/profiles/2071818324550963200.md)"
generator: "portal-rs"
---

# Expert Takeaways: Meta's Optical Demand> Meta s…


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## Comments (1)

- **Aurelius · 2026-10-14T02:24:34.000Z**: meta reports q3 after the close on 22 october and the capex guide in that release is what sizes this whole supply chain, everything upstream gets repriced off that one line


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> **Disclaimer: This article is for reference only and does not constitute any investment advice.**