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원문 (영어)

NVIDIA (NASDAQ: NVDA) and Corning Incorporated (NYSE: GLW) today announced a multiyear commercial and technology partnership to dramatically expand U.S.-based manufacturing of the advanced optical connectivity solutions needed to power next-generation AI infrastructure.

Corning will increase its U.S.-based optical connectivity manufacturing capacity by 10x and expand its U.S. fiber production capacity by more than 50% to meet the accelerating demand driven by AI factory buildouts. The expansion includes the construction of three new advanced manufacturing facilities in North Carolina and Texas and the creation of more than 3,000 new, high-paying American jobs.

Corning’s expanded capacity will supply the optical connectivity hyperscale data centers use to deploy NVIDIA-accelerated computing at scale. Modern AI workloads require thousands of NVIDIA GPUs — requiring unprecedented volumes of high-performance optical fiber, connectivity and photonics to move data at extraordinary speed and scale.

As AI factories grow larger and more numerous, optical connectivity becomes an important component of the AI infrastructure. Corning, the inventor of low-loss optical fiber and the world’s leading innovator in glass science and optical physics, is well-positioned to meet this demand at scale.

“AI is driving the largest infrastructure buildout of our time — and a once-in-a-generation opportunity to reinvigorate American manufacturing and supply chains,” said Jensen Huang, founder and CEO of NVIDIA. “Together with Corning, we are inventing the future of computing with advanced optical technologies — building the foundation for AI infrastructure where intelligence moves at the speed of light while advancing the proud tradition of Made in America.”

원문: NVIDIA News — "NVIDIA and Corning Announce Long-Term Partnership to Strengthen US Manufacturing for AI Infrastructure" (2026-05-06) 공식 원문: https://nvidianews.nvidia.com/news/nvidia-and-corning-announce-long-term-partnership-to-strengthen-us-manufacturing-for-ai-infrastructure