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Nvidia, Corning partner on massive optical fiber deal that may be a game changer for AI

CNBC · May 6, 2026, 11:30 AM

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  • The factories will lead to the creation of at least 3,000 jobs and increase Corning's U.S. optical manufacturing capacity by 10-fold, the companies said in a joint press release on Wednesday.
  • At Nvidia's GTC conference in 2025, Nvidia CEO Jensen Huang called co-packaged optics essential for the AI buildout.

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Nvidia, the chipmaker at the center of the artificial intelligence boom, is partnering with glassmaker Corning for three new advanced manufacturing facilities in North Carolina and Texas dedicated entirely to optical technologies for the world's most valuable semiconductor company.

The factories will lead to the creation of at least 3,000 jobs and increase Corning's U.S. optical manufacturing capacity by 10-fold, the companies said in a joint press release on Wednesday.

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