Well, Andrew, this deal just announced is a multi-year one which involves commercial and technology partnerships to really scale up US manufacturing specifically of the optical connectivity needed for AI data centers. So, under this deal, Corning is going to increase its US optical connectivity manufacturing capacity by 10 times and expand fiber production by more than 50%. That includes three new facilities in North Carolina and Texas and more than 3,000 new American jobs.Two months ago, Nvidia locked in a ...

Nvidia has bought $500 million worth of rights for shares in the fiber-optic cable maker Cornings part of a broader partnership between the two companies aimed at expanding AI infrastructure. https://t.co/zcM7yAIY6R ...

Nvidia has formed a partnership with Corning to expand manufacturing of fiber optics for AI infrastructure. https://t.co/Z9IJTE8us5 ...

Nvidia and Corning are pairing up on a huge announcement today that could totally flip the script for the AI buildout. Corning is building three new factories entirely devoted to products for Nvidia in North Carolina and Texas. And while Corning and Nvidia didn't share many specifics, it's likely the deal is worth tens of billions of dollars.This could be the big deal many analysts have been waiting for the debut of a new technology called co-packaged optics. It could eventually mean Nvidia replaces the 500 ...