Nvidia and Corning expand US AI fiber with $500m equity-linked deal

On May 6, 2026, Nvidia and Corning announced a multiyear commercial and technology partnership to expand US optical connectivity manufacturing for AI infrastructure. Corning will 10x US optical connectivity capacity, boost domestic fiber output by over 50%, build three new plants, and Nvidia is taking a roughly $500 million equity-linked stake via stock warrants.