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)