By Ananya Gairola
Publication Date: 2026-05-10 20:31:00
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Nvidia Corp. has deepened its grip on the AI infrastructure race with a $500 million investment in Corning Inc., a move that addresses critical networking bottlenecks even as Amazon.com, Inc. and Alphabet Inc.’s Google intensify efforts to challenge its dominance.
Nvidia Expands Beyond GPUs With Corning AI Infrastructure Push
On Thursday, Jim Cramer praised Corning while underscoring Nvidia’s growing strategic advantage.
He posted on X that “Corning is so good” and added that despite competition from Google and Amazon, “Nvidia’s tough to beat.”
Corning is so good… Nvidia, well, i think that Google and Amazon still have an opponent with multiple legs up.. i know they are all customers but wow, Nvidia’s tough to beat
— Jim Cramer (@jimcramer) May 7, 2026
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The investment follows months of warnings from Nvidia’s CEO that traditional copper-based connections inside AI factories are reaching their performance limits.
By backing Corning’s optical and glass technologies, Nvidia aims to improve high-speed connectivity and efficiency in next-generation AI data centers.
GLW closed at $182.40 on Thursday, up 0.46% for the day, with shares gaining 12.9% over the past five days and 22.81% over the past month, according to Benzinga Pro.
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