英伟达与康宁扩大美国光纤生产以支持AI网络

Nvidia and Corning Incorporated have announced a multiyear partnership to scale U.S.- based manufacturing of optical connectivity for next-generation AI infrastructure. The plan includes three new facilities in North Carolina and Texas, a tenfold increase in optical production capacity, and more than 3,000 new jobs tied to the buildout. The collaboration targets a growing bottleneck in AI systems: how data moves between increasingly dense clusters of GPUs. As model sizes and user demand expand, the ability to transfer information quickly and efficiently is becoming as critical as compute itself. WHY OPTICAL CONNECTIVITY MATTERS Modern AI systems rely on thousands of GPUs working in parallel. …