Corning is known for its expertise in glass science and optical physics and as the world's largest maker of optical cables with a 10.4% market share . With those credentials, the company is a good partner to fulfill that demand, so Nvidia's decision to team up with it is not surprising. Meanwhile, the press release by the two companies clearly states that the new plants will supply the optical connectivity hyperscale data centers use to deploy Nvidia-accelerated computing at scale,' so instead of helping the whole industry to get optical fiber, the company only helps the part of the industry that relies on its own hardware.
"AI is driving the largest infrastructure buildout of our time — and a once-in-a-generation opportunity to reinvigorate American manufacturing and supply chains," said Jensen Huang, founder and CEO of Nvidia. "Together with Corning, we are inventing the future of computing with advanced optical technologies — building the foundation for AI infrastructure where intelligence moves at the speed of light while advancing the proud tradition of Made in America."
By investing in Corning, Nvidia not only ensures its partners will have enough optical fiber, but also gains control over a significant chunk of U.S. optical fiber production capacity, which is a good way to ensure the company's dominance in the American AI sector going forward.
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Key considerations
- Investor positioning can change fast
- Volatility remains possible near catalysts
- Macro rates and liquidity can dominate flows
Reference reading
- https://www.tomshardware.com/tech-industry/artificial-intelligence/SPONSORED_LINK_URL
- https://www.tomshardware.com/tech-industry/artificial-intelligence/nvidia-invests-usd300-million-in-corning-to-build-three-new-us-based-optical-fiber-plants-ai-infrastructure-deal-would-boost-fiber-production-capacity-by-over-50-percent#main
- https://www.tomshardware.com/subscription
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