NVIDIA and Corning have announced a long-term multi-billion dollar dollar partnership to expand US manufacturing capacity for AI infrastructure – targeting rising demand for high-speed optical connectivity across hyperscale data centres and AI factories.
Under the agreement, Corning will increase its US optical connectivity manufacturing capacity by 10 times and expand domestic fibre production capacity by more than 50%. The company will also build three new advanced manufacturing facilities in North Carolina and Texas, creating more than 3,000 high-paying jobs.
The expanded production capacity will support deployment of NVIDIA-accelerated computing systems that require large-scale optical networking to transfer data between thousands of GPUs. As AI workloads continue to grow, demand for fibre, photonics and optical connectivity is increasing across the data centre sector.
Jensen Huang, founder and CEO, NVIDIA, said the partnership represented a major opportunity to strengthen American manufacturing while advancing next-generation AI infrastructure.
Wendell P. Weeks, Chairman, CEO and President, Corning, said the collaboration demonstrated how AI investment was directly supporting US industrial growth and skilled manufacturing employment.
Corning, known for its low-loss optical fibre technology and glass science expertise, said the partnership would help ensure critical AI infrastructure technologies are developed and manufactured in the US.
The companies said modern AI infrastructure increasingly depends on advanced optical systems capable of delivering low latency, high bandwidth and energy-efficient performance at scale. Corning’s manufacturing expansion is expected to strengthen domestic supply chains for AI infrastructure while supporting future growth in cloud computing, enterprise AI deployments and large-scale Digital Transformation initiatives.
