Nvidia invests $500M in Corning, which will grow its US optical connectivity capacity by 10x and expand its US fiber production capacity by 50%+; GLW jumps 12%

Corning will boost its U.S.-based optical connectivity manufacturing capacity by ten times — Nvidia is investing $500 million …

Wall Street Journal 2026-05-06 Nicholas G. Miller

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Newsmax Lee Barney on x
Nvidia, Corning Drive 3,000 Jobs Push in Southern US
@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
@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 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]
@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]
@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
@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/ ...
@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]
@connorjbates_ Connor Bates on x
$GLW Corning expects to reach 20B annualized sales run rate by end of 2026 [image]
@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]
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. …

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Nvidia invests $500M in Corning, which will grow its US optical connectivity capacity by 10x and expand its US fiber production capacity by 50%+; GLW jumps 12%

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