Corning – From Glass Veteran to AI Infrastructure Champion: The NVIDIA Alliance Catapults the Fiber Pioneer into a New League!
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The Corning-NVIDIA partnership is one of the most exciting AI infrastructure deals of the year for me – and I am convinced: A new structural growth engine is emerging here. Corning is increasing its US capacity for optical connectivity tenfold and expanding domestic fiber production by more than 50%. Three new plants in North Carolina and Texas, along with over 3,000 new jobs, underscore how serious both companies are. The dynamic price jump reflects the market understanding: Those who want to physically enable the AI revolution need fiber –...
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