Nvidia, Corning Form Partnership to Expand Fiber Optic Manufacturing
Corning will raise U.S. optical connectivity capacity 10-fold and add more than 3,000 jobs to support NVIDIA’s AI infrastructure push.
- 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.
19 Articles
19 Articles
Corning stock rockets 17% on major AI manufacturing deal with Nvidia
LCDCorning stock popped 17% after announcing a new partnership with Nvidia.The multiyear agreement will expand optics connectivity for AI infrastructure in the US.The partnership will create three new manufacturing plants and 3,000 US jobs.The move: Corning stock surged after announcing a AI optics infrastructure deal with Nvidia.The optics company's stock popped as much as 17% to $190. The stock has gained 117% year to date, with other AI deals…
Nvidia-Corning deal: $500M of warrants, three new US plants, and 3,000 jobs
The deal pairs a 15-million-share warrant at $180 with a pre-funded warrant for 3 million more, against a Corning commitment to build three new US optical-connectivity plants and grow capacity tenfold. Corning shares closed up roughly 14 per cent. NVIDIA is taking an equity-linked stake of $500m in fibre-optics manufacturer Corning as part of a […] This story continues at The Next Web
Corning partners with Nvidia to expand US fiber optic output for AI growth
May 6 : Corning and Nvidia said on Wednesday they would partner to expand U.S. production of optical connectivity products used in artificial intelligence data centers.The specialty glass maker also raised its long-term sales targets on surging demand for AI infrastructure. Its shares rose more than 19 per ce
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