Corning partners with Nvidia to expand US fiber optic output for AI growth

Corning partners with Nvidia to expand US fiber optic output for AI growth through a multiyear commercial and technology agreement.

Nvidia and Corning announced the partnership on May 6. Corning will increase U.S.-based optical connectivity manufacturing capacity by 10x and expand its U.S. fiber production capacity by more than 50%.

The expansion includes construction of three new advanced manufacturing facilities in North Carolina and Texas. It will create more than 3,000 new high-paying American jobs.

Corning partners with Nvidia to expand US fiber optic output for AI growth to meet demand from AI factory buildouts. Hyperscale data centers need vast volumes of high-performance optical fiber, connectivity and photonics for NVIDIA GPUs.

Nvidia CEO Jensen Huang called it a once-in-a-generation opportunity to reinvigorate American manufacturing. Corning Chairman and CEO Wendell Weeks said the commitment fuels expansion of U.S. manufacturing footprint.

Corning invented low-loss optical fiber and leads in glass science and optical physics. The firm supplies optical connectivity for deploying NVIDIA-accelerated computing at scale.

Modern AI workloads demand unprecedented data movement between thousands of GPUs. Optical connectivity forms a key part of AI infrastructure as factories scale up.

The deal follows Corning's $6 billion agreement with Meta for fiber-optic cables in data centers. It secured two more hyperscale contracts of similar scale.

Corning raised long-term sales targets on AI infrastructure demand. Shares rose over 17% on the news.

Nvidia filed with the SEC showing a $500 million investment in Corning warrants. The stake ties to performance amid AI expansion.