By DataCenterKnowledge
Publication Date: 2026-05-08 10:58:00
Nvidia is pushing deeper into the physical infrastructure behind AI, partnering with Corning to expand US manufacturing of optical connectivity systems used in massive GPU clusters.
The partnership extends Nvidia beyond chips and networking into the industrial supply chain itself as hyperscalers race to secure the fiber, interconnects, and manufacturing capacity needed to build next-generation AI campuses.
Corning plans to expand domestic production of optical fiber, cable, and connectivity technologies used inside large AI environments. Reuters reported Nvidia is also providing multibillion-dollar prepayments tied to the manufacturing buildout, signaling how aggressively the company is moving to lock down future optical supply chains.
“By securing domestic fiber production through Corning, Nvidia is extending its reach deeper into the physical infrastructure stack behind AI deployment,” said Ron Westfall, vice president and analyst at HyperFrame Research. “This strategic pivot from copper to glass is a technical necessity.”
The companies said the partnership is expected to create multiple new manufacturing facilities and thousands of jobs while increasing US fiber manufacturing capacity by more than 50%.
“Nvidia and Corning are partnering to strengthen the US supply chain for the AI era,” Nvidia CEO Jensen Huang said in a statement.
The announcement arrives as hyperscalers race to deploy increasingly…
