Corning and NVIDIA partner on massive fiber optic deal to meet AI demand

Name: Corning and NVIDIA partner on massive fiber optic deal to meet AI demand
Uploaded: 2026-05-06T20:11:29Z
Duration: 28 s
Description: Liz Claman reports on a significant multi-year fiber optic deal between Corning and NVIDIA, driving Corning's stock to a record high. Corning will expand its manufacturing capacity for optical technologies by over 50% to support NVIDIA's growth in AI infrastructure. Liz Claman questions what this means for Arista Networks, a key player in data center infrastructure.

The Claman Countdown · FBN · May 6, 2026 · 28s

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Liz Claman reports on a significant multi-year fiber optic deal between Corning and NVIDIA, driving Corning's stock to a record high. Corning will expand its manufacturing capacity for optical technologies by over 50% to support NVIDIA's growth in AI infrastructure. Liz Claman questions what this means for Arista Networks, a key player in data center infrastructure.