How NVIDIA and Corning are creating US supply chains.
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How NVIDIA and Corning are creating US supply chains. May 26, 2026 NVIDIA and Corning announced major US manufacturing partnership to produce optical connectivity components for data centres, creating more than 3,000 jobs NVIDIA and Corning have disclosed a multi-year agreement focused on optical connectivity manufacturing in the US. The partnership could reshape domestic production capacity for data centre infrastructure components. According to the announcement, the deal includes three new manufacturing sites expected to generate more than 3,000 jobs. NVIDIA characterises the technology as necessary for what it terms next-generation AI infrastructure. US manufacturing capacity expansion. Corning plans to increase its US optical connectivity manufacturing capacity by 10 times. The company also intends to expand its US fibre production capacity by more than 50%. The buildout responds to accelerating demand from AI data centre construction. Corning attributes the expansion requirement to what it describes as AI factory deployments. The three new facilities will be located in North Carolina and Texas. Corning states the expanded capacity will supply optical connectivity for hyperscale data centres deploying NVIDIA's accelerated computing systems. According to Corning, the infrastructure supports thousands of NVIDIA GPUs that require high volumes of optical fibre and...
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