Major Projects
Tracking TeraFabs, network buildouts, and mega infrastructure projects
xAI Colossus Supercluster
xAI / TeraFabElon Musk's xAI Colossus facility in Memphis, TN — currently the world's largest GPU cluster at 100,000+ H100/H200 GPUs. Phase 2 targets 1 million GPUs, requiring extreme-density fiber interconnects and precision optical components at scale
NVIDIA AI Factories
NVIDIAJensen 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 TeraFab
NVIDIANVIDIA's massive GPU manufacturing facility concept for AI-scale production
xAI Colossus Supercluster
xAIElon Musk's xAI Colossus facility in Memphis, TN — currently the world's largest GPU cluster at 100,000+ H100/H200 GPUs. Phase 2 expands to 1 million GPUs.
Lumen Fiber Network Expansion
Lumen TechnologiesLumen's multi-billion dollar fiber network expansion for enterprise and AI
Google Fiber 2025 Expansion
Google FiberGoogle Fiber expanding to new metro areas across the US
Meta Subsea Cable Projects
Meta PlatformsMeta's new transoceanic subsea fiber cable builds
Microsoft AI Data Center Global Build-out
MicrosoftMicrosoft's $80 billion FY2025 AI data center build-out — the largest single-year infrastructure investment in the company's history. Covers new hyperscale campuses across the US (Virginia, Texas, Wisconsin), Europe (France, Ireland), Middle East (UAE $15.2B), and Asia (India, Taiwan). Every facility requires dense fiber interconnect — AI workloads demand up to 36x more fiber than standard servers. Microsoft is expanding availability zones and adding 1.5GW of new capacity in H1 2025 alone.
Amazon AWS Hyperscale Data Center Expansion
Amazon AWSAmazon's capex is hitting $200 billion in 2026 — the vast majority funding AWS data center construction across the US and globally. Key projects include a $3 billion campus in Vicksburg, MS, a $30 billion tranche of new US investments announced in 2025, and major builds in Ohio, Virginia, and the Pacific Northwest. AWS requires massive fiber interconnect infrastructure, with multi-terabit links between campuses and direct dark fiber routes to key internet exchange points.
Meta Project Waterworth
Meta PlatformsMeta's most ambitious subsea cable project — a 50,000km fiber system spanning five continents that will be the world's longest submarine cable when complete. Connecting the US East Coast, India, Brazil, South Africa, and multiple Asia-Pacific landing points, Waterworth features 24 fiber pairs with first-of-its-kind routing designed to avoid geopolitical chokepoints. Announced February 2025, construction timeline extending into 2027-2028.
Corning + NVIDIA US Fiber Optic Factory Expansion
Corning Inc.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).
Meta + Corning $6B Fiber Supply Agreement
Meta PlatformsMeta and Corning signed a multiyear agreement worth up to $6 billion to expand Corning's optical cable manufacturing capacity in Hickory, NC — directly supporting Meta's AI data center buildout. The deal includes expansion of Corning's existing Hickory facility, one of the largest optical fiber plants in the world, plus a new 1,000-job manufacturing project outside Charlotte.
Nokia $4B US AI Network R&D & Manufacturing
NokiaNokia announced a $4 billion investment in US R&D and manufacturing for 'AI-ready' network technologies, including optical networking, data center interconnect, and advanced fiber equipment. Effective January 2026, Nokia reorganized into a focused AI infrastructure division. The investment targets domestic optical and data center networking hardware production.
Meta Candle & Bifrost Asia-Pacific Subsea Network
Meta PlatformsMeta's Asia-Pacific subsea expansion includes two major systems: Bifrost (now live, connecting Singapore, Indonesia, Philippines, and the US with Mexico expected in 2026) and the newly announced Candle cable. Together they represent Meta's commitment to owning its own transoceanic fiber infrastructure. Part of a broader Meta strategy that previously increased transpacific capacity by 70% via Bifrost and Echo.