Nvidia invests $500M in Corning for US optical manufacturing

Nvidia has committed $500M in Corning equity to scale US optical-connectivity manufacturing capacity 10x, adding three domestic facilities and 3,000+ jobs. The investment directly targets high-bandwidth interconnect bottlenecks in AI data center fabrics, where optical transceivers and fiber infrastructure increasingly constrain GPU cluster throughput. For ML infrastructure engineers, this signals accelerating availability of domestic optical components critical for NVLink and InfiniBand deployments at scale.