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By Asma Adhimi
NVIDIA and Corning Incorporated have announced a long-term partnership to expand US manufacturing capacity for optical connectivity technologies used in AI infrastructure, as hyperscale data center operators ramp up deployment of GPU-based AI systems.
Under the multiyear agreement, Corning plans to increase its US optical connectivity manufacturing capacity by 10x and boost domestic fibre production capacity by more than 50%. The company will also build three new manufacturing facilities in North Carolina and Texas, creating more than 3,000 jobs.
For eeNews Europe readers, the move highlights the growing pressure on supply chains behind AI infrastructure, particularly in photonics, fibre optics and high-speed interconnect technologies. It also underlines how AI investment is increasingly reshaping manufacturing strategies and regional technology ecosystems.
The partnership focuses on supplying the optical connectivity technologies needed for NVIDIA-accelerated AI factories and hyperscale data centers. As AI models become larger and require clusters containing thousands of GPUs, demand for high-bandwidth optical links and photonic networking components is accelerating.
Modern AI systems rely heavily on optical fibre and advanced interconnects to move data efficiently between GPUs, storage and networking equipment. The companies say scaling these systems requires significant increases in manufacturing capacity for fibre, connectivity modules and related photonics technologies.
Corning, known for its work in glass science and low-loss optical fibre, is positioning itself as a key supplier for the next phase of AI infrastructure buildouts in the US.
“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. “Together with Corning, we are inventing the future of computing with advanced optical technologies — building the foundation for AI infrastructure where intelligence moves at the speed of light while advancing the proud tradition of Made in America.”
The announcement also reflects a wider trend among US technology companies to localise manufacturing and reduce dependence on overseas supply chains for strategic technologies linked to AI and semiconductors.
According to Corning, the investment will significantly expand its domestic manufacturing footprint while supporting demand from hyperscale cloud operators building large AI clusters.
“What NVIDIA is doing is nothing short of extraordinary, not just for the future of artificial intelligence, but for the American advanced manufacturing workforce,” said Wendell P. Weeks, chairman, CEO and president of Corning. “Their commitment is directly fueling the expansion of our U.S. manufacturing footprint and creating more than 3,000 new, high-paying jobs for American workers. This partnership is proof that AI is not just a technology story. It is a manufacturing story, and it is happening here in the United States. Together with NVIDIA, we are ensuring the critical technologies powering AI are invented, engineered and built in America.”
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