NVIDIA and Corning announced a multiyear commercial and technology partnership on Wednesday to expand U.S.-based manufacturing of advanced optical connectivity for AI infrastructure, a move that could reshape how the fastest-growing computing systems are built. Corning said it will increase its U.S. optical connectivity manufacturing capacity by 10x and expand its U.S. fiber production capacity by more than 50%.
The expansion will include three new advanced manufacturing facilities in North Carolina and Texas and is expected to create more than 3,000 new, high-paying American jobs. Corning said its enlarged capacity will supply optical connectivity for hyperscale data centers running NVIDIA-accelerated computing at scale, where modern AI workloads depend on thousands of NVIDIA GPUs and large volumes of high-performance optical fiber, connectivity and photonics.
Jensen Huang called AI “the largest infrastructure buildout of our time” and said the partnership creates a once-in-a-generation opportunity to reinvigorate American manufacturing and supply chains. He also said NVIDIA and Corning are “inventing the future of computing” with advanced optical technologies and building AI infrastructure where intelligence moves at the speed of light while advancing the Made in America tradition.
The announcement ties Corning’s factory plans directly to the surge in demand from AI data centers, a shift that has pushed optical networking from a niche industrial component to one of the most important layers in the AI stack. Corning described itself as the inventor of low-loss optical fiber and a leader in glass science and optical physics, saying the scale of AI workloads now requires unprecedented amounts of fiber and photonics.
Wendell P. Weeks said NVIDIA’s commitment is directly fueling the expansion of Corning’s U.S. manufacturing footprint and creating more than 3,000 new, high-paying jobs for American workers. He said the deal shows that AI is not just a technology story but a manufacturing story already happening in the United States, and that the two companies are ensuring the critical technologies powering AI are invented, engineered and built in America. The question now is how quickly Corning can convert that promise into new capacity as AI buildouts keep accelerating.