NVIDIA and Corning Launch Major US Optical Fiber Partnership to Power Next-Generation AI Infrastructure

NVIDIA and Corning Incorporated announced a multiyear commercial and technology partnership aimed at dramatically expanding U.S.-based manufacturing capacity for advanced optical connectivity solutions used in artificial intelligence infrastructure.

The agreement marks one of the most significant manufacturing expansions tied to the AI sector to date and underscores the growing importance of optical networking technologies as hyperscale AI data centers rapidly scale worldwide.

Under the partnership, Corning will increase its U.S. optical connectivity manufacturing capacity by tenfold and expand domestic fiber production capacity by more than 50% to meet accelerating demand driven by large-scale AI factory deployments.

The company also plans to construct three new advanced manufacturing facilities in North Carolina and Texas, a move expected to create more than 3,000 high-paying jobs across the United States.

The expansion is designed to support hyperscale data centers deploying NVIDIA-accelerated computing systems, which require massive volumes of high-performance optical fiber and photonics infrastructure to transfer data between thousands of GPUs at extremely high speeds.

As generative AI models become increasingly complex and compute-intensive, industry demand for low-latency optical connectivity has surged, positioning fiber infrastructure as a critical component of next-generation AI systems.

Corning Incorporated, known for inventing low-loss optical fiber and for its leadership in glass science and optical physics, is expected to play a central role in supplying the infrastructure required for expanding AI workloads.

“AI is driving the largest infrastructure buildout of our time — and a once-in-a-generation opportunity to reinvigorate American manufacturing and supply chains,” said Jensen Huang, founder and CEO of NVIDIA.

Corning Chairman and CEO Wendell P. Weeks described the partnership as evidence that the AI boom is becoming not only a technology story, but also a major manufacturing and industrial expansion cycle within the United States.

The partnership reflects a broader trend of technology companies reshoring strategic infrastructure supply chains amid rising geopolitical competition, growing demand for AI compute capacity, and increasing pressure to localize advanced manufacturing capabilities.