By Alexa LoMonaco
Publication Date: 2026-05-07 22:49:00
Nvidia CEO Jensen Huang told CNBC’s Jim Cramer that the company’s new partnership with Corning represents an important opportunity to rebuild critical parts of the technology supply chain in the United States.
“We’re going through the single largest infrastructure buildout in human history,” Huang said “Mad Money” on Wednesday. “Artificial intelligence is going to become fundamental infrastructure all over the world, and surely here in the United States.”
His comments came one day after Nvidia announced a major partnership with Corning to dramatically expand domestic optical connectivity manufacturing capacity. As part of the deal, Corning is building three new facilities in Texas and North Carolina, saying it will create more than 3,000 jobs.
Corning shares surged more than 12% following the announcement in Wednesday’s session, while Nvidia shares popped 6%. Cramer’s Charitable Trust, the portfolio used by the CNBC Investing Club, owns the stocks of both Corning and Nvidia.
Huang said the scale of AI infrastructure spending is creating a unique opportunity to reinvest in American manufacturing and supply chains after decades of offshoring. The technology supply chain, in particular, has developed strong roots in places like Taiwan, China and Vietnam.
“This is such an extraordinary opportunity because we can use these market dynamics to reinvest, revitalize American manufacturing for the first time in several generations,” he said.
The partnership centers on optical…
