Three new optical factories in North Carolina and Texas, 3,000 jobs, and a 10x increase in U.S. manufacturing capacity… not bad for a company most people think just makes iPhone screens

Corning’s shares jumped more than 12% on the news of that it’s partnership with Nvidia. The reason is that the collaboration will boost one of the company’s most important revenue growth drivers. Corning’s optical communications business grew 36% last quarter on a year-over-year basis, nearly twice as fast as its overall sales.

Corning, once best known for Pyrex and Gorilla Glass, is now at the center of the U.S. push to build AI data centers.

According to CNBC, the chipmaker announced a multiyear partnership with glassmaker Corning on Wednesday to build three new optical manufacturing facilities in North Carolina and Texas, sending Corning shares up as much as 19 percent and Nvidia stock up nearly 6 percent.

Optics supplier posts $1.81 billion in Q3 revenue and is on track to quadruple its indium phosphide production capacity amid supply rumblings

Nvidia has taken a $500 million stake in Corning as part of a multi-year partnership to expand U.S. production of advanced optical connectivity products for AI data centers. Corning will build three new facilities in North Carolina and Texas, boosting ...

TL;DR: NVIDIA's new Spectrum-X Ethernet Photonics, featuring next-gen silicon photonics and 3D stacking with TSMC, revolutionizes AI data centers by delivering up to 3.5x power efficiency, 1.6Tb/s bandwidth, and drastically reduced laser counts. This co ...