Ep. 47
04:57
Nvidia and Corning Partner on Optical Fiber Factories
About This Episode
Nvidia and Corning are partnering to build three new advanced manufacturing facilities in North Carolina and Texas dedicated to optical technologies, creating at least 3,000 jobs and increasing Corning's U.S. optical manufacturing capacity by 10-fold. This deal signals Nvidia is moving to vertically secure its supply chain beyond chips. The partnership is a direct response to surging AI infrastructure demand, which relies heavily on optical interconnects.
Our Take
Nvidia isn't just a chip company anymore — it's becoming a vertically integrated AI infrastructure empire, and the Corning factory deal reveals how the $800B compute arms race is forcing AI giants to rebuild American manufacturing from the ground up, one optical fiber at a time.