A new industry analysis reveals AI data centers require 36x more fiber optic cable than conventional server deployments. The demand spike has pushed lead times to a full year in some markets, with maj...
Corning Inc.
World's largest fiber optic cable manufacturer
Major Projects
Corning + NVIDIA US Fiber Optic Factory Expansion
In May 2026, NVIDIA and Corning announced a landmark manufacturing partnership: NVIDIA is investing $500 million in Corning and committing to a multiyear supply deal, while Corning builds three new advanced optical manufacturing plants in North Carolina and Texas. The deal will expand Corning's US optical connectivity capacity 10x and create over 3,000 high-paying American jobs. The factories will produce fiber and optical interconnect components exclusively for NVIDIA's AI data center buildout — a response to severe fiber shortages (AI data centers require 36x more fiber than standard server deployments).
Latest News & Content
NVIDIA and Corning announced a landmark partnership to dramatically expand US optical fiber manufacturing. NVIDIA is investing $500 million in Corning with rights to purchase 15 million shares, while ...
Corning will expand US optical connectivity capacity 10x through a multiyear commercial and technology partnership with NVIDIA. The deal includes three new US manufacturing plants and directly address...
Corning filed an 8-K confirming NVIDIA's $500 million investment and the right to purchase up to 15 million shares at $180 per share. The three new US optical plants will produce fiber and interconnec...
Amazon AWS is accelerating its US data center buildout with $30 billion in newly committed investments. Key sites span Virginia, Ohio, North Carolina, and Mississippi — all requiring dense fiber inter...
Microsoft, Google, and AWS plan to invest more than $500 billion combined in capital expenditures for AI infrastructure in fiscal year 2026. Analysts now project hyperscalers will control two-thirds o...
Meta and Corning are expanding optical cable manufacturing capacity in Hickory, NC as part of a multiyear, up-to-$6 billion agreement supporting Meta's AI data center buildout. A new 1,000-job manufac...
Meta's Project Waterworth will stretch 50,000km across five continents — connecting the US, India, Brazil, South Africa, and Asia-Pacific — making it the world's longest submarine cable with 24 fiber ...
Amazon has confirmed capital expenditure of approximately $200 billion in 2026, with the majority earmarked for AWS data center construction. A $3 billion campus in Vicksburg, MS is among the recently...