Corning and NVIDIA announce multiyear partnership to build three advanced U.S. plants for optical connectivity in AI data centers, targeting bandwidth bottlenecks in rack-scale systems.

Corning and NVIDIA announced a multiyear commercial and technology partnership to build three advanced U.S. plants that will expand domestic optical connectivity manufacturing for next-generation AI data centers.

The deal replaces thousands of copper cables inside NVIDIA's rack-scale AI systems with Corning's high-performance fiber, addressing one of AI infrastructure's biggest bottlenecks: how fast and efficiently data can move between accelerators.

NVIDIA's narrative projects $572.4 billion revenue and $302.6 billion earnings by 2029, requiring 38.4% yearly revenue growth. The partnership reinforces NVIDIA's AI factory investment story, though the nearest earnings catalyst is the 20 May earnings report.