NVIDIA commits $3.2 billion and prepayments to expand U.S. optical connectivity manufacturing for AI infrastructure.
NVIDIA and Corning announced a multiyear partnership to expand U.S.-based manufacturing of optical connectivity products for AI data centers. The deal includes a 10x increase in optical connectivity capacity and over 50% expansion in fiber production, alongside three new advanced manufacturing facilities in North Carolina and Texas.
The agreement addresses data transfer bottlenecks in AI infrastructure, complementing NVIDIA’s GPU dominance. NVIDIA also made a multibillion-dollar prepayment to Corning, separate from a previously disclosed $3.2 billion equity investment, to support the expansion.
The partnership aims to create over 3,000 new jobs and strengthens NVIDIA’s position in AI data center connectivity beyond its core GPU business.