Just announced a partnership with NVIDIA, optical giant Corning targets the optical communication CPO theme, and its stock price surged more than 13.68% during the trading session

Nvidia and Corning (Corning, NYSE: GLW) jointly announced on May 6 that the two sides have reached a multi-year commercial and technology cooperation agreement, which will significantly expand advanced optical communications manufacturing capacity in the United States to meet the explosive demand from next-generation AI infrastructure. Driven by this positive catalyst, Corning’s stock price surged as much as 13.68% intraday to $184.16 per share.

U.S. optical communications capacity to expand tenfold, adding three new plants

According to the two companies’ announcements, Corning will expand optical communications manufacturing capacity in the U.S. by 10 times, and further expand fiber capacity by more than 50% to meet orders brought by the AI factory construction wave. To this end, Corning will build three advanced manufacturing facilities in North Carolina and Texas, creating more than 3,000 high-paying job openings for U.S. workers.

The announcement said that the expanded capacity will supply optical communications products required by hyperscale data centers to support large-scale deployments of NVIDIA’s accelerated computing platform. Contemporary AI workloads need to tap thousands of NVIDIA GPUs, driving demand for high-performance fiber, connectors, and photonics to an unprecedented scale.

As AI factories continue to grow in size and number, optical communications has gradually become a key component of AI infrastructure. Corning, the inventor of low-loss optical fiber, has a 175-year history of materials science R&D and holds a leading position in glass science and optical physics. It is viewed as the most capable supplier to meet AI optical communications needs in a scalable way.

Jensen Huang: This is a generational opportunity to revive U.S. manufacturing

In a statement, Jensen Huang said that AI is driving “the largest-scale infrastructure buildout of our era,” while also being a generational opportunity to revive U.S. manufacturing and supply chains. He said Nvidia will work with Corning to build the future of computing with advanced optical technologies, laying the foundation for an AI infrastructure in which intelligence travels at the speed of light, while continuing the tradition of U.S. manufacturing.

Corning’s chairman and CEO, Wendell P. Weeks, responded that Nvidia’s commitment will directly drive the expansion of Corning’s U.S. manufacturing footprint and create more than 3,000 high-paying jobs for U.S. workers. He emphasized that this cooperation proves AI is not only a technology story, but also a manufacturing story—and this story is unfolding on American soil.

This article, which just announced its cooperation with Nvidia, highlights optical components CPO-related themes at optical giant Corning; the stock rose more than 13.68% intraday for the first time on LianNews ABMedia.