Don’t Miss These 4 Stocks In The AI Infrastructure Race

On Sept. 29, AT&T Inc. (T) and Corning Inc. (GLW) announced a multiyear agreement worth more than $3 billion. The product at the center of that deal? Glass.

Specifically, the optical fiber that carries data through communications networks. The agreement supports AT&T’s fiber expansion as internet usage and AI increase demand for faster connections.

Now, this is a broadband deal. It is not a $3 billion order for AI data centers. But it highlights something investors should understand about the AI economy: Every digital breakthrough creates physical demands.

And the companies solving those problems could become some of this market’s biggest winners.

This post originally appeared at InvestorPlace.