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Last updated : 06/05/2026 - 14h46
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NVIDIA and Corning Seal Partnership for U.S.-Made AI

NVIDIA and Corning have announced a long-term partnership aimed at strengthening American manufacturing of artificial intelligence infrastructure. This agreement is part of a joint technology development strategy.


NVIDIA and Corning Seal Partnership for U.S.-Made AI

A Partnership for American AI Infrastructure

NVIDIA and Corning have entered into a long-term partnership designed to bolster American manufacturing for artificial intelligence infrastructure. This agreement brings together the capabilities of both companies around goals of production and technological innovation.

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Assurance vie

Context

Period
  • Period: 3T 2026
Guidance from the release
  • Blackwell sales are off the charts, and cloud GPUs are sold out.
  • Record Q3 revenue driven by Data Center ($51,2 billion). Strong gross margins (73,4 % GAAP). Significant customer and partner momentum (OpenAI, Google Cloud, Microsoft, Oracle, Anthropic, etc.). Substantial shareholder returns YTD and large remaining repurchase authorization.
Risks mentioned
  • Reliance on third parties for manufacturing, assembly, packaging and testing
  • Competition and technological development risks
  • Market acceptance and integration risks for products and partners
  • Regulatory and geopolitical risks
Opportunities identified
  • Accelerating compute demand across training and inference driven by AI
  • Large-scale partnerships and deployments (OpenAI 10 GW, Anthropic 1 GW, cloud providers)
  • New product families (Blackwell, Rubin CPX, BlueField-4) and performance leadership on MLPerf benchmarks
  • Geographic expansion investments (UK, Germany, South Korea, US manufacturing)
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