When you have a dominant position in an industry, you should think not only about the competitiveness of your product, but also about eliminating bottlenecks in the sector to ensure smooth deployment of your hardware. This is exactly what Nvidia is doing by investing $300 million in Corning, enabling it to build three additional manufacturing facilities in the U.S. to produce optical fiber used to build AI data centers. As an added bonus, Nvidia will assume control of a significant part of American fiber production.
The long-term agreement will see the construction of three new facilities in North Carolina and Texas to produce optical fiber, which will be supplied to builders of hyperscale data centers that deploy Nvidia AI hardware. As a result, Corning will increase its U.S. optical connectivity manufacturing output by a factor of 10 and expand domestic fiber production capacity by over 50%. The plants are expected to employ 3,000 people.
