corning

#corning

@FinanceYF5: AI companies are all competing for GPUs and models. NVIDIA instead invested in an old glass manufacturer with 175 years of history: Corning. $32 billion! [First tranche] $500 million → acquires 3 million shares. Build 3 fiber optic factories, increasing capacity by 10 times. Everyone is asking: In the AI era, why did Jensen Huang invest in glass? The answer is more important than you think

X AI KOLs Following ↗ · 2026-05-12 Cached

NVIDIA invests $500 million in the first tranche of a $3.2 billion commitment in Corning to expand fiber optic production capacity, highlighting the critical role of physical infrastructure in the AI era.

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corning

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