NVIDIA and Corning have announced a strategic partnership focused on advancing optical interconnect technology for AI datacenters and HPC clusters. NVIDIA CEO Jensen Huang framed the collaboration as key to 'revitalizing American manufacturing' and ensuring reliable supply of mission-critical components for cluster-scale deployments.
Corning's CEO revealed the company is negotiating deals with two unnamed hyperscalers worth more than $6B each—larger than its previously publicized $6B Meta pact—signaling intensifying competition for advanced optical and glass components in the AI infrastructure buildout.