The Physics of Patience: How Corning’s Fifty-Year Bet Redefined the AI Data Center The trajectory of high-tech infrastructure often resembles a marathon rather than a sprint. While the industry fixates on the immediate gains of GPU clusters, the foundational layer of the AI revolution—optical fiber—is experiencing a renaissance fifty years in the making. Corning, which once made glass bulbs for Edison, is now the masterclass in strategic patience and direct customer engagement. The CEO’s Field Trip: Roadmaps are Written on Site Innovation rarely happens in a vacuum. In 2018, Corning CEO Wendell Weeks and Mike O’Day visited a Meta data center. This was a pivot point. By observing the physical limitations of copper cabling in a high-density environment, they identified a friction point that led to a roadmap supporting the generative AI explosion. They realized the bottleneck wasn't just between data centers, but within the servers themselves. Th...
Thank you for following these developments in the capital markets ecosystem. Today's analysis explores a pivotal consolidation in the fintech stack that supports the growing trend of institutional independence from traditional advisory and execution silos. Market Sentiment: Strategic Realignment. The "best-of-breed" fragmented model is facing a serious challenge as major players move toward a unified lifecycle for trade execution and governance. Broadridge and CQG: The Front-to-Back Revolution Broadridge Financial Solutions' agreement to acquire CQG is a watershed moment for capital markets infrastructure. Historically, the industry has relied on a fragmented model where firms had to stitch together disparate platforms for market data, trade execution, and compliance. This fragmentation created massive technical debt and operational risk. By integrating CQG’s high-performance execution management system (EMS) and algorithmic trading capabiliti...
