Nvidia, Corning Form Partnership to Expand Fiber Optic Manufacturing
Corning will expand U.S. optical connectivity capacity tenfold and add more than 3,000 jobs as Nvidia aligns supply for AI data centers.
- On Wednesday, May 6, 2026, NVIDIA and Corning Incorporated announced a multiyear partnership to dramatically expand U.S.-based manufacturing of advanced optical connectivity solutions for next-generation AI infrastructure.
- Three new manufacturing facilities in North Carolina and Texas will be constructed to meet accelerating demand from AI factory buildouts, creating more than 3,000 jobs and increasing Corning's optical manufacturing capacity by 10-fold.
- Moving data via photons uses five to 20 times less power than moving electrons, Corning CEO Wendell Weeks stated, making optical fiber essential as server GPU counts climb into the hundreds.
- NVIDIA CEO Jensen Huang called the collaboration a "once-in-a-generation opportunity to reinvigorate American manufacturing," positioning the companies to build AI infrastructure foundations where intelligence moves at the speed of light.
- This deal follows NVIDIA's $4 billion investment in component makers Coherent and Lumentum in March, while Corning's stock has surged over 250% in the past year, reflecting investor confidence in AI infrastructure.
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Nvidia, Corning partner to boost US optical manufacturing capacity 10x
Nvidia and Corning announced a multiyear partnership to expand U.S.-based production of optical connectivity solutions for AI data centers. Corning will increase its U.S. optical connectivity manufacturing capacity by 10-fold and expand fiber production capacity by more than 50%.
NVIDIA Climbs 5% on $500M Corning Deal: Optical Connectivity Becomes the New AI Bottleneck
The post NVIDIA Climbs 5% on $500M Corning Deal: Optical Connectivity Becomes the New AI Bottleneck appeared first on 24/7 Wall St.. Quick Read NVIDIA (NVDA) stock spiked 5% to $206 after the company announced a $500M strategic supply deal with Corning (GLW) for AI data center optical connectivity. Corning shares surged 14% as the partnership signals NVIDIA’s confidence in sustained AI demand and optical infrastructure scaling. The analyst w…
Nvidia partners with Corning to build the fiber optic backbone for next-gen AI data centers
Nvidia said the deal will expand Corning's US-based optical connectivity manufacturing capacity tenfold and boost its domestic fiber production capacity by more than 50%. Collectively, the new facilities will create north of 3,000 high-paying jobs, we are told. Financial terms of the agreement were not disclosed, nor was a timeline...Read Entire Article
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