Nvidia, Corning partner on massive optical fiber deal that may be a game changer for AI
By Katie Tarasov
Published on May 6, 2026.
Nigerson, the world's most valuable semiconductor company, is partnering with glassmaker Corning for three new advanced manufacturing facilities in North Carolina and Texas dedicated entirely to optical technologies. The deal will create at least 3,000 jobs and increase Corning's U.S. optical manufacturing capacity by 10-fold. The multiyear deal brings together two infrastructure players who have seen their fortunes rise since the launch of OpenAI's ChatGPT. While the two companies did not specify what products being developed, Nvidia is likely planning to replace copper with Corning’s optical glass fibers in its AI rack-scale systems. The technology could significantly increase data transfers and lower the energy needs for AI workloads. Corning CEO Wendell Weeks praised the partnership, calling it "extraordinary" for the future of AI and the American advanced manufacturing workforce.
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