NVIDIA and Corning expand U.S. optical manufacturing

Key Takeaways

• NVIDIA and Corning have partnered to expand U.S.-based manufacturing of optical connectivity products for AI infrastructure
• Corning will increase its U.S.-based optical connectivity manufacturing capacity by 10 times and expand its U.S. fiber production capacity by over 50%
• The expansion will create over 3,000 jobs and include three new manufacturing facilities in North Carolina and Texas
• The added capacity will supply optical connectivity products for hyperscale data centers deploying NVIDIA-based computing systems

Introduction to the Partnership

NVIDIA and Corning Incorporated have announced a multi-year commercial and technology partnership aimed at expanding the manufacturing of optical connectivity products in the United States. This partnership is focused on supporting the growing demand for AI infrastructure, particularly in hyperscale data centers.

Expansion Plans

Under the agreement, Corning plans to significantly increase its manufacturing capacity in the United States. Specifically, the company will:

• Increase its U.S.-based optical connectivity manufacturing capacity by 10 times
• Expand its U.S. fiber production capacity by more than 50%
• Establish three new manufacturing facilities in North Carolina and Texas
• Create over 3,000 new jobs as a result of the expansion

Comparison of Expansion Plans

Supporting AI Infrastructure

The expanded capacity is intended to supply optical connectivity products used in hyperscale data centers that deploy NVIDIA-based computing systems. Large AI workloads require high volumes of optical fiber, connectivity, and photonics components to support data transfer across systems with large numbers of GPUs.

Corning's Expertise

Corning, a leading developer of low-loss optical fiber, manufactures products in glass science and optical communications. The company is expanding its capacity to address the expected demand from AI-related data center projects.

Bottom Line

The partnership between NVIDIA and Corning is a significant step towards expanding the manufacturing of optical connectivity products in the United States. With Corning's increased capacity and expertise in optical communications, the company is well-positioned to support the growing demand for AI infrastructure. The expansion will not only create new jobs but also provide the necessary components for hyperscale data centers to deploy NVIDIA-based computing systems, ultimately driving innovation in the field of AI.