NVIDIA is investing $300 million in Corning to build three new optical fiber plants in the US, expanding fiber production capacity by more than 50%. The move targets the critical bottleneck of interconnect fabric for hyperscale AI data centers.
Optical fiber has emerged as a key constraint in scaling AI infrastructure; this capital injection signals NVIDIA's commitment to de-risk supply chains for its Spectrum-X networking ecosystem and secure long-term capacity for enterprise customers.