NVIDIA and Corning Partner to Boost U.S. AI Infrastructure Manufacturing

NVIDIA and Corning announce a multiyear deal to expand U.S. optical fiber manufacturing tenfold, building three new plants and 3,000+ American jobs.

NVIDIA and Corning announced Tuesday a multiyear commercial and technology partnership to expand U.S.-based manufacturing of the advanced optical connectivity solutions required to power next-generation artificial intelligence infrastructure.

As part of the agreement, Corning will increase its U.S.-based optical connectivity manufacturing capacity by 10 times and expand its domestic fiber production capacity by more than 50% to meet the accelerating demand driven by AI factory buildouts.

Furthermore, the expansion includes the construction of three new advanced manufacturing facilities in North Carolina and Texas, along with the creation of more than 3,000 new, high-paying American jobs.

As AI workloads grow more intensive, so does the infrastructure required to support them. Modern AI workloads require thousands of NVIDIA GPUs and, as a result, unprecedented volumes of high-performance optical fiber, connectivity and photonics to move data at extraordinary speed and scale. As AI factories grow larger and more numerous, optical connectivity becomes an increasingly important component of AI infrastructure.

In addition, Corning’s expanded capacity will supply the optical connectivity that hyperscale data centers use to deploy NVIDIA-accelerated computing at scale.

Notably, Corning is the inventor of low-loss optical fiber and the world’s leading innovator in glass science and optical physics making it a natural fit for meeting the scale demands of the AI era.

AI is driving the largest infrastructure buildout of our time and a once-in-a-generation opportunity to reinvigorate American manufacturing and supply chains.
Jensen Huang, founder and CEO of NVIDIA.

The partnership is proof that AI is not just a technology story. It is a manufacturing story, and it is happening here in the United States.
Wendell P. Weeks, chairman, CEO and president of Corning.

Weeks added that NVIDIA’s commitment is “directly fueling the expansion” of Corning’s U.S. manufacturing footprint and creating thousands of jobs for American workers.

The announcement comes at a time of intensifying focus on domestic technology supply chains. Both companies framed the deal as part of a broader national effort to ensure that critical AI infrastructure is built on American soil.

Corning, which has a 175-year track record of life-changing inventions, applies its expertise in glass science, ceramic science and optical physics to develop category-defining products across industries including optical communications, mobile consumer electronics, display, automotive, solar and life sciences.

Moreover, the deal signals a broader industry shift, as chipmakers and component manufacturers increasingly align to localize AI supply chains amid geopolitical pressures on global semiconductor and hardware production.

Construction timelines for the three new manufacturing plants in North Carolina and Texas were not immediately disclosed. The companies did not provide financial terms of the agreement.

Nevertheless, the scale of the commitment a tenfold capacity increase in optical connectivity and the creation of more than 3,000 domestic jobs marks one of the most significant U.S. manufacturing expansions tied directly to AI infrastructure demand to date.

Disclaimer: This report is based on publicly available information. Nervnow has not independently verified any claims.

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