The fiber-and-cable layer shows the map's cleanest demand signal: Corning Optical Communications +35% YoY to $6.3B (38% of segment), anchored by a $6B multi-year Meta agreement for NC AI infrastructure expansion. 'Several' similar-size deals with other majors, impact landing 2027-2028. Filing check: research cited 'multicore fiber' (4x path density); filings describe Contour fiber — single-core, 40% smaller OD, cabling doubling density in same footprint. Structurally different technologies; multicore roadmap status open.