NVIDIA and Corning Incorporated have formed a multiyear commercial and technology partnership. Specifically, the partnership aims to expand U.S.-based manufacturing of advanced optical connectivity solutions critical for next-generation AI infrastructure.

The collaboration responds to the accelerating demand created by large-scale AI factory buildouts. Corning will increase its U.S. optical connectivity manufacturing capacity by tenfold and expand U.S. fiber production capacity by more than 50 percent. This expansion includes three new advanced manufacturing facilities in North Carolina and Texas and is expected to create more than 3,000 new, high-paying American jobs.

Core AI Infrastructure Component

Today’s AI systems often require thousands of NVIDIA GPUs operating in concert, creating unprecedented demand for high-performance optical fiber, connectivity and photonics to move massive volumes of data at extraordinary speed and scale.

Corning’s expanded manufacturing capacity will supply the optical connectivity used by hyperscale data centers deploying NVIDIA-accelerated computing at scale. As AI factories grow larger and more numerous, optical connectivity has become a foundational component of AI infrastructure, enabling data to move efficiently across increasingly complex systems.

Corning brings its expertise into the expansion, having introduced low-loss optical fiber and a global leader in glass science and optical physics. Thus, the company is positioned to meet surging AI-driven demand at industrial scale while maintaining performance and reliability requirements essential for advanced computing environments.

NVIDIA sees the partnership as both a technology milestone and an industrial opportunity. AI-driven infrastructure development represents what the company describes as the largest infrastructure buildout of the current era, with significant implications for domestic manufacturing and supply chain resilience.

NVIDIA highlighted the opportunity to reinvigorate American manufacturing while building the next foundation of computing, where intelligence moves at the speed of light through advanced optical technologies.

Meanwhile, Corning underscored that the collaboration goes beyond AI software and silicon. By directly fueling domestic manufacturing expansion, the partnership demonstrates that AI growth is also about manufacturing. The investment ensures that critical technologies powering AI are invented, engineered and built domestically while supporting thousands of high-quality manufacturing jobs.

By scaling U.S.-based production of optical connectivity, the partnership aims to support the rapid deployment of AI systems while strengthening domestic manufacturing capabilities for years to come.

08 May 2026