Strategy (formerly MicroStrategy) has acquired an additional 2,932 Bitcoin for approximately $264 million. This purchase occurred between January 20 and January 25, 2026, at an average price of $90,061 per BTC including fees and expenses, as disclosed in an SEC filing and announced by Executive Chairman Michael Saylor.

The company funded this primarily through the sale of about 1.57 million shares of common stock netting ~$257 million and some preferred stock sales. This brings Strategy’s total Bitcoin holdings to 712,647 BTC, with: Aggregate purchase cost: ~$54.19 billion

Overall average acquisition price: ~$76,037 per BTC. Current valuation of holdings: Around $62–63 billion based on Bitcoin trading near $87,000–$88,000 at the time of recent reports. This acquisition reflects Strategy’s ongoing “Bitcoin treasury” strategy—aggressively accumulating BTC, often during market dips, by raising capital through equity offerings.

It marks a slowdown from prior weeks’ larger buys of over $2 billion earlier in January but continues their pattern of buying on weakness. Saylor and the company view these dips as accumulation opportunities, maintaining a strongly bullish long-term stance on Bitcoin.

Current Bitcoin price is hovering in the high $80,000s, down from recent peaks above $95,000. Strategy’s moves often influence sentiment in the BTC and MSTR stock markets.

The recent $264 million Bitcoin acquisition by Strategy — adding 2,932 BTC at an average price of ~$90,061 per coin — has several key implications across market, corporate, and broader crypto ecosystem levels.

This move, and covering purchases pushes their total holdings to 712,647 BTC valued at roughly $62–63 billion at current Bitcoin prices around $87,900–$88,000 as of January 27, 2026. This is Strategy’s fourth Bitcoin buy in January 2026 alone, though smaller than prior ones (e.g., over $2 billion earlier in the month).

It reinforces their core “Bitcoin treasury” model: using equity/preferred stock sales—here, $257 million from ~1.57 million common shares + some preferred to fund BTC purchases, often during dips. With an overall average cost of $76,037 per BTC, the holdings show unrealized gains of billions ($8–9 billion paper profit based on recent valuations).

Critics highlight ongoing shareholder dilution from frequent ATM (at-the-market) offerings. Strategy’s stock often trades at a premium or discount to its Bitcoin net asset value (mNAV). Recent reports note it dipping to ~0.94x mNAV (a 6% discount), raising questions about long-term shareholder value if Bitcoin doesn’t rally strongly.

However, proponents see this as “financial alchemy” — leveraging capital markets to amplify BTC exposure. The company’s fate is increasingly tied to Bitcoin’s price. A prolonged downturn could pressure the balance sheet, debt obligations, or trigger index exclusions, potential MSCI delisting risks noted in prior analyses.

Still, leadership including CEO Phong Le remains bullish, viewing 2026 as a major year for both Bitcoin and Strategy. Purchasing at ~$90K amid a pullback from January highs (> $95K) to the high $80K–low $90K range demonstrates conviction in long-term upside. Strategy’s moves often act as a sentiment booster for BTC holders, framing dips as accumulation opportunities rather than bearish signals.

Holding ~3.4% of Bitcoin’s total supply underscores corporate adoption of BTC as a reserve asset. This influences other firms (e.g., smaller players like Hyperscale Data building treasuries) and reinforces narratives around Bitcoin as “digital gold” amid macro concerns (currency debasement, etc.).

Some analysts note that if Strategy ever slows or stops buying or faces forced sales, it could weigh on sentiment given their outsized role as a BTC proxy. However, the current pace (even this “slowdown”) suggests they’re far from tapping out, with remaining ATM capacity.

Bitcoin trades in a volatile but range-bound mode ~$87,900–$88,900 recently, down modestly week-over-week amid mixed macro factors. Strategy’s buy aligns with their pattern of capitalizing on weakness, potentially supporting floor levels in the near term.

This reinforces Michael Saylor’s unwavering thesis: Bitcoin as a superior long-term store of value. It may stabilize sentiment during consolidation but amplifies risks if BTC faces deeper corrections. For now, it keeps Strategy positioned as the leading corporate BTC accumulator.

In the semiconductor universe, one law governs the progression of modern technology: before software can advance, hardware must evolve. Simply, before software “eats” the world, someone in the hardware domain must first cook the meal. That is the physics of the digital economy.

Nvidia understood that principle early and went to work, building advanced computation systems capable of crunching the massive datasets of the AI age. Those systems, GPUs, begin life as wafers, special slabs of purified silica. From that “sand”, nations and companies build the engines of the modern world. Nvidia took care of its layer in the stack.

But after the number-crunching comes the piping. Data must move. Intelligence must flow. And to achieve that, the world needs the invisible arteries of the digital universe: fiber-optic cables. That is where Corning, a 175-year-old glassmaker, enters the stage. In fact, Meta just committed up to $6 billion through 2030 to buy Corning fiber to wire its next generation AI data centers. As Corning’s CEO noted, the AI arms race is not only about chips or algorithms; it is also about the plumbing, the glass, the fiber, the conduits that transport light at the speed of imagination.

Meta has found a new and unlikely partner as it races to build out the vast data center footprint needed to compete in artificial intelligence: Corning, a 175-year-old American glassmaker whose technology now sits at the heart of the AI infrastructure boom.

Meta has committed to paying Corning as much as $6 billion through 2030 for fiber-optic cable to wire its next generation of AI data centers, Corning CEO Wendell Weeks told CNBC. The agreement underscores how the AI arms race is no longer just about advanced chips and software models, but about the physical plumbing that connects, powers, and cools them.

Yet, even with chips and fiber, a decisive factor remains: energy. And that is where Africa faces its biggest challenge. If a nation struggles to power an electric iron, it certainly cannot energize hyperscale AI data centers. Like the massive requirements for clean rooms in chip fabrication, running modern data centers demands colossal resources. Without deliberate strategy and public-sector participation, the continent will remain a consumer, not a producer, in this new acceleration age.

That is why I argue that African governments must begin to see data centers as national platforms, like highways, airports, and teaching hospitals. Without them, the promise of AI will remain distant. With them, Africa can participate, not in the periphery, but in the upstream productive layers of this era.

Corning may not become the next Nvidia for investors, especially with Chinese competitors closing in, but make no mistake: in the great AI race, it sits at the heart of the infrastructure that will power the future. It belongs to the same tech species as Nvidia: catalytic hardware systems upon which the acceleration society age will operate.

Meta has found a new and unlikely partner as it races to build out the vast data center footprint needed to compete in artificial intelligence: Corning, a 175-year-old American glassmaker whose technology now sits at the heart of the AI infrastructure boom.

Meta has committed to paying Corning as much as $6 billion through 2030 for fiber-optic cable to wire its next generation of AI data centers, Corning CEO Wendell Weeks told CNBC. The agreement underscores how the AI arms race is no longer just about advanced chips and software models, but about the physical plumbing that connects, powers, and cools them.

The deal comes as Meta accelerates one of the most aggressive infrastructure expansions in corporate history. After unsettling investors in 2025 with soaring AI spending and limited clarity on near-term returns, the company pledged to invest as much as $600 billion in the United States by 2028 on data centers and related infrastructure. Of the roughly 30 facilities Meta plans to build, 26 will be located in the U.S., reflecting a broader push by Big Tech to secure domestic supply chains for strategically sensitive technologies.

“We want to have a domestic supply chain that’s available to support that,” said Joel Kaplan, Meta’s chief global affairs officer, pointing to rising geopolitical concerns and fears that China could outpace the U.S. in AI if investment and policy decisions fall short.

Two of Meta’s largest projects—the one-gigawatt Prometheus data center in New Albany, Ohio, and the massive five-gigawatt Hyperion facility in Richland Parish, Louisiana—will both rely on Corning’s fiber under the new agreement. The Louisiana site alone is expected to require around 8 million miles of optical fiber, highlighting the staggering scale of modern AI infrastructure.

The Meta deal is believed to be emblematic of Corning’s transformation years in the making. Once synonymous with boom-and-bust cycles during the dot-com era, the company has emerged as one of the quiet beneficiaries of the AI buildout. Its optical communications unit is now its largest and fastest-growing business, with revenue in the segment jumping 33% in the third quarter to $1.65 billion. Enterprise optical sales surged 58%, driven by demand tied directly to generative AI deployments.

Shares of Corning have risen more than 75% over the past year, a sharp contrast to its painful history two decades ago. During the late-1990s internet boom, demand for fiber propelled Corning’s stock nearly eightfold, only for it to lose more than 90% of its value after the bubble burst. Weeks says that experience continues to shape the company’s approach.

“What we learned then was that it wasn’t enough to do great innovations,” he said, emphasizing the need for diversified, cash-generating businesses that can absorb cyclical shocks. Corning still sells glass for smartphones, automobiles, televisions, and pharmaceutical vials, providing a buffer if AI-driven demand eventually cools.

Skepticism about the current AI spending wave is growing. Industry announcements in 2025 alone tallied more than $1 trillion in planned compute investments, prompting warnings from some analysts that a new bubble could be forming. Weeks, however, argues that fiber demand has historically grown at about 7% annually and that excess capacity, if it emerges, will ultimately find productive use.

He also voiced confidence in Meta’s long-term prospects, saying that technical execution and a willingness to commit capital remain decisive advantages in AI.

“Compute matters,” he said.

The technological case for fiber is central to Corning’s optimism. Unlike copper cables, which transmit data as electrical signals, fiber-optic cables send information as pulses of light through strands of glass, using far less energy and achieving much higher speeds. As power constraints become one of the defining bottlenecks for AI data centers, that efficiency gap is becoming harder to ignore.

“Moving photons is between five and 20 times lower power usage than moving electrons,” Weeks said.

As a result, fiber is being pushed closer and closer to the compute layer inside data centers.

AI workloads are also structurally different from traditional cloud computing. Training and running large language models requires dense, high-bandwidth connections between thousands of chips, creating what Weeks described as a “whole separate network” that mirrors neural connections in the human brain.

To meet that need, Corning developed a new fiber product called Contour, designed specifically for AI. The cable doubles the number of fiber strands that can fit in a standard conduit and dramatically reduces connector complexity.

Development of these AI-specific products began more than five years ago, well before ChatGPT’s public debut, after conversations with early leaders in generative AI who warned that compute requirements would scale far beyond existing assumptions. Today, Corning says it has manufactured more than 1.3 billion miles of optical fiber, yet demand continues to outpace supply.

The next frontier may be inside the servers themselves. Copper still dominates connections within server racks, including those housing Nvidia’s graphics processors. But as racks begin to hold hundreds of GPUs, Weeks says the shift to fiber is unavoidable on cost and energy grounds.

At that scale, he said, “fiber optics become much more economical and much more power efficient.”

However, the Corning partnership highlights how Meta’s AI ambitions extend deep into the industrial supply chain, tying Silicon Valley’s future to factories in places like North Carolina, Ohio, and Louisiana. For Corning, it marks another reinvention—one that positions a 19th-century glassmaker as a foundational supplier to the AI economy of the 21st century.