Corning and Nvidia partner to open three advanced manufacturing plants in North Carolina and Texas dedicated to optical tech for Nvidia, creating 3,000+ jobs

Nvidia, the chipmaker at the center of the artificial intelligence boom, is partnering with glassmaker Corning for three …

CNBC 2026-05-06 Katie Tarasov

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@benbajarin Ben Bajarin on x
$GLW moving inside the box. I maintain that Corning becomes a key “co-design” partner for optical as SiPH really starts to ramp in 2028. But those conversations are happening now. “historically, we've had no inside the box content in a co packaged or near package optics [image]
@zephyr_z9 @zephyr_z9 on x
Corning is pretty much confirming that the CPO scale up solution will be adopted for the 576 Rubin Ultra solution (not the copper one)
@benbajarin Ben Bajarin on x
$GLW having a presentation on optics. This slide.. Everywhere you see yellow you see Corning. “And when we add the optical scale up network to interconnect all the switches in every GPU rack, well we add a lot more yellow.” [image]
@jaguaranalytics @jaguaranalytics on x
$GLW +17% in pre-market. Giddy up!
@lithos_graphein @lithos_graphein on x
Photonics Boom x3!!! 10x Capacity. 3 new factories. 3000 jobs. [image]
@connorjbates_ Connor Bates on x
$GLW Corning expects to reach 20B annualized sales run rate by end of 2026 [image]
@markflowchatter Marc Lehman on x
LOL Jensen buying $GLW at 50x eps NVIDIA (NVDA) has received warrants to purchase up to 15 million shares of Corning (GLW) at an exercise price of $180 per share, as part of a new long-term partnership aimed at advancing AI connectivity. This partnership includes a 3 million
@tbu12345678 @tbu12345678 on x
Jensen cucks his shareholders again and yeets more $ into $GLW at 50x NTM instead of his own stock. I'd honestly be fuming if I were a shareholder of $NVDA *NVIDIA TO BUY UP TO 15M SHARES OF CORNING
@negligible_cap @negligible_cap on x
*NVIDIA GETS WARRANT TO BUY UP TO 15M SHARES OF CORNING $NVDA and $GLW announced a long term partnership - Nvidia taking a stake and Corning will 10x optical capacity in the US $GLW is up 20% [image]
@nvidianewsroom @nvidianewsroom on x
NVIDIA and @Corning are partnering to expand U.S. manufacturing of advanced optical connectivity solutions for AI infrastructure, creating 3,000 high paying jobs for American workers. https://nvidianews.nvidia.com/ ...
Katie Tarasov Katie Tarasov on linkedin
Nvidia and Corning just announced a massive, multiyear deal to expand U.S. manufacturing for new optical fiber technology, likely to flip the script for AI data center efficiency. …
Newsmax Lee Barney on x
Nvidia, Corning Drive 3,000 Jobs Push in Southern US

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Corning and Nvidia partner to open three advanced manufacturing plants in North Carolina and Texas dedicated to optical tech for Nvidia, creating 3,000+ jobs

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