Corning partners with Nvidia to expand US fiber optic output for AI growth

Corning and Nvidia said on Wednesday they would partner to expand U.S. production of optical connectivity products used in artificial intelligence data centers. The specialty glass maker also raised its long-term sales targets ‌on surging ⁠demand for ⁠AI infrastructure. Its shares rose more than 19% in early trading.

The deal shows how the AI boom is lifting demand beyond chips, benefiting suppliers such as Corning that make the fiber-optic equipment needed to move data between thousands of processors in ⁠large data ‌centers.