Technologies
Nvidia and Corning Join Forces on Major Optical Fiber Initiative That Could Transform AI
Nvidia and Corning are collaborating on three new optical fiber manufacturing facilities in the U.S., aiming to boost AI infrastructure efficiency and create thousands of jobs.
Nvidia, the semiconductor leader fueling the artificial intelligence surge, has teamed up with Corning, a glass manufacturer, to construct three new advanced manufacturing plants in North Carolina and Texas. These facilities will focus exclusively on optical technologies for Nvidia, the world’s most valuable semiconductor company.
The initiative will generate at least 3,000 new jobs and boost Corning’s U.S. optical manufacturing capacity tenfold, according to a joint statement released Wednesday.
The financial details of the agreement were not made public. Following the announcement, Corning’s stock jumped 14%, while Nvidia’s shares rose nearly 3%.
This multi-year collaboration unites two infrastructure giants whose fortunes have surged since OpenAI launched ChatGPT in 2022, triggering massive investments in new processors and systems for cutting-edge AI models and workloads. Although specifics about the technology remain undisclosed, Nvidia is likely preparing to substitute copper with Corning’s optical glass fibers in its AI rack-scale systems, a method known as co-packaged optics.
During Nvidia’s GTC conference in 2025, CEO Jensen Huang emphasized that co-packaged optics are crucial for AI infrastructure development.
“What Nvidia is doing is nothing short of extraordinary, not just for the future of AI, but for the American advanced manufacturing workforce,” Corning CEO Wendell Weeks stated in a press release.
Corning’s stock has surged over 250% in the past year as of Tuesday’s close, reflecting the 175-year-old company’s swift transition into the new economy. In January, Meta announced it would invest up to $6 billion as its primary customer to support Corning’s optical cable plant expansion in Hickory, North Carolina, which is projected to create approximately 1,000 jobs.
Nvidia established its dominance in the AI market earlier, as its graphics processing units are vital for developing large language models and enabling tech giants like Alphabet and Meta to scale their data centers. Nvidia’s stock price has increased roughly 14-fold over the past five years, but the rally has recently slowed as investors diversify their bets across a broader range of AI infrastructure companies, including chipmaker Intel, memory provider Micron, and Corning.
Analysts have long anticipated Nvidia’s large-scale deployment of co-packaged optics, as the technology promises to significantly enhance data transfer speeds and reduce energy consumption for AI workloads.
While Corning is renowned for producing display glass for Apple’s iPhone, optical communications remains its largest and fastest-growing business. Since inventing optical fiber for long-range communication in 1970, Corning has supplied millions of miles of cables to connect racks in AI data centers for major industry players.
Replacing copper
Through its partnership with Nvidia, Corning may introduce glass fiber between chips, eventually replacing the 5,000 copper cables within Nvidia’s rack-scale systems like Vera Rubin.
Fiber-optic cables are thin, flexible strands of glass that transmit data as photons at much higher speeds and with less energy than traditional copper wires.
“Moving photons is between five and 20 times lower power usage than moving electrons,” Weeks told Verum in an interview in January.
“You’re bringing the light conversion process right next to the computer chip,” said Vlad Galabov, who covers enterprise infrastructure at research firm Omdia. “Less power is wasted because now you’re traveling a few millimeters, which requires far less energy than traveling across the circuit board.”
Galabov noted that “Nvidia has pushed the entire ecosystem to innovate faster.”
Optical fiber also experiences less signal loss than copper, enabling faster, more reliable communication and reducing the distance required between the hundreds of thousands of GPUs in a data center.
“AI is driving the largest infrastructure buildout of our time — and a once-in-a-generation opportunity to reinvigorate American manufacturing and supply chains,” Nvidia’s Huang said in the press release.
“Together with Corning, we are inventing the future of computing with advanced optical technologies —building the foundation for AI infrastructure where intelligence moves at the speed of light while advancing the proud tradition of Made in America.”
Nvidia launched two network switches in 2025 that use similar technologies, placing them adjacent to the primary AI chips. Competitors Broadcom and Marvell have introduced comparable products, while Intel is also developing co-packaged optics solutions.
In March, Nvidia invested $4 billion in two companies — Coherent and Lumentum — that develop lasers and components to convert data between light and electrical signals, which are then transmitted through Corning’s fiber-optic cables.
Weeks told Verum during an exclusive factory tour in January that he was collaborating with “all the different chip folks on glass core and how glass will be part of semiconductor packaging going forward.”
“As power becomes a bigger and bigger issue, fiber inevitably gets closer and closer to the compute,” Weeks said. As the number of GPUs in a server climbs into the hundreds, he added, “the distances will climb, and when those distances climb up, fiber optics become much more economical and much more power efficient.”
Corning is hosting an investor day at the New York Stock Exchange on Wednesday, a day before celebrating its 175th anniversary by ringing the closing bell.
WATCH: How 175-year-old glass company Corning won a $6 billion AI infrastructure deal with Meta
Technologies
Anthropic warns investors of AI’s ‘existential risk to humanity’ in IPO prospectus, reports say
Anthropic’s IPO filing dedicates 80 pages to the risks of AI, nearly double the 48 pages it spends discussing its business plans, according to Reuters.
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Technologies
U.S. and Iran hold separate mediated talks as Middle East oil exports hit wartime peak
U.S. and Iranian officials have engaged in separate mediated talks aimed at ending the seven‑month war, while Middle East oil exports have surged to near‑record levels despite the conflict.
Iranian and American officials reportedly held separate meetings with mediators on Monday, urging a ceasefire.
Middle Eastern crude exports climbed this month to their highest point since the war started in February.
According to Kpler, a total U.S. export ban on diesel would keep about 1.2 million barrels per day domestically and could overwhelm Gulf Coast storage capacity.
The ruins of the Shajareh Tayebeh primary school, destroyed in Minab, Hormozgan province, are shown in an image taken on August 10 2026, surrounded by rubble. Six months later, AFP journalists gained rare access to the site, which remains largely in ruins, with collapsed walls and twisted steel framed by portraits of the children who were killed and Iranian flags waving above the debris. Iran asserts that the attack involved two separate U.S. Tomahawk missiles, though neither the United States nor Israel has officially claimed responsibility. (Photo by ATTA KENARE / AFP via Getty Images) / Atta Kenare | Afp | Getty Images
U.S. and Iranian officials have reportedly engaged in separate indirect talks with mediators on Monday, reviving efforts to end the seven‑month war. Tehran is pushing for a response to a revised ceasefire framework while Middle East crude exports reach their highest level since the conflict started.
Iranian Foreign Minister Abbas Araghchi met Qatari mediators in New York, where he stayed after the United Nations General Assembly, and said he expects a reply from Washington by Tuesday. “We discussed ideas and how to find solutions to meet Iran’s conditions,” Araghchi said, adding that he plans to return to Tehran once a response arrives. “Whenever the Qataris have an answer, they know how to get it to us.”
Iran’s proposal, first presented on the sidelines of last week’s General Assembly, calls for the United States to release frozen Iranian funds within four to five days, lift sanctions on Iranian oil, and end the naval blockade of Iranian ports, with nuclear talks slated to begin within seven days. Tehran has linked any reopening of the Strait of Hormuz to the fulfillment of these steps.
President Donald Trump called the plan “unacceptable” on Sunday and rejected it, telling reporters that Iran seeks a rapid agreement because of the economic pressure it faces. At the White House on Monday, Trump said U.S. officials had spoken separately with mediators but offered no further details, adding, “We’re going to win. It’s going to go pretty quickly.”
The diplomatic push comes as physical supply data indicates the war’s impact on the oil market is easing. Middle Eastern crude exports rebounded this month to roughly their highest level since the conflict began in February, according to Kpler. The tracking firm noted that Middle East crude exports are at just under 80 % of pre‑conflict levels.
The Strait of Hormuz itself remains far from normal. Kpler’s real‑time tracking showed total traffic through the strait at 10,591 kilobarrels per day on Saturday, compared with a pre‑war baseline of 17,133.
Technologies
Oil prices fall as crude exports recover at Saudi Arabia’s Red Sea ports
Saudi Arabia has restored flows through the pipeline to around 3.5 million barrels per day, according to media reports.
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