Nvidia and Corning Announce Historic Partnership for US Fiber Optic Expansion

NVDA and Corning announced a landmark long-term partnership to dramatically expand US fiber optic manufacturing capacity and meet surging demand from AI data centers . Under the agreement, Corning will increase its US-based optical connectivity manufacturing capacity by 10x and expand US fiber production capacity by more than 50%, positioning it to serve the explosive buildout of AI-optimized data center infrastructure.

The deal includes a $500 million equity-linked investment from Nvidia, which will receive warrants to purchase up to 15 million shares of GLW common stock . Three new manufacturing facilities will be constructed in North Carolina and Texas, expected to create over 3,000 high-paying US jobs — a detail that aligns with the broader push to onshore strategic technology manufacturing.

The partnership underscores how AI infrastructure spending is reshaping industrial supply chains far beyond semiconductors. As data center interconnect bandwidth requirements grow exponentially with larger AI model deployments, fiber optic capacity has become a critical bottleneck — one that Nvidia is now moving to address directly through strategic supplier investment rather than waiting for the market to respond.

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