Leading GPU and AI infrastructure company, building TeraFab facilities
Jensen Huang's vision for GPU clusters as AI Factories — data centers that produce intelligence at scale. NVIDIA is partnering with governments and enterprises globally to build national AI infrastructure using Blackwell GB200 systems, with deployments across the US, Japan, Saudi Arabia, and Europe.
NVIDIA's massive GPU manufacturing facility concept for AI-scale production
Micron's HBM3E ramp is a critical link in the AI compute supply chain — and the data centers running these GPUs are the primary driver of new fiber infrastructure buildout globally....
Samsung's foundry wins put it at the heart of AI chip manufacturing — and every chip that ships into a data center pulls more fiber cable and optical transceivers with it....
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...
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...
Microsoft is on track to invest around $80 billion in AI-enabled data centers in FY2025 — the largest single-year infrastructure commitment in the company's history. More than half is targeted at US f...
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 ...
Nokia announced a $4 billion investment in US R&D and manufacturing for AI-ready network technologies, covering optical networking, data center interconnect, and advanced fiber equipment. Effective Ja...