Nvidia Partners with Corning to Revitalize American Manufacturing
Written by Emily J. Thompson, Senior Investment Analyst
Updated: 2 days ago
0mins
Should l Buy NVDA?
Source: Newsfilter
- Optical Manufacturing Expansion: Nvidia's partnership with Corning will increase U.S. optical manufacturing capacity tenfold, with Corning building three new facilities in Texas and North Carolina, expected to create over 3,000 jobs, significantly boosting American manufacturing revival.
- Infrastructure Buildout Opportunity: CEO Jensen Huang highlighted that the current AI infrastructure buildout represents the largest in human history, emphasizing the importance of the U.S. in the global technology supply chain, indicating the company's commitment to American manufacturing.
- Broad Economic Impact: The surge in AI investment is driving demand for electricians, construction workers, chip manufacturing employees, and data center infrastructure specialists, showcasing the positive ripple effects of this buildout on the broader economy and reflecting a high demand for skilled labor.
- Strategic Future Development: Huang stressed that the partnership with Corning is not just about meeting current needs but ensuring the U.S. has the necessary infrastructure and supply chain capabilities for the next phase of AI development, with silicon photonics and optical technology being crucial to achieving this goal.
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Analyst Views on NVDA
Wall Street analysts forecast NVDA stock price to rise
41 Analyst Rating
39 Buy
1 Hold
1 Sell
Strong Buy
Current: 211.500
Low
200.00
Averages
264.97
High
352.00
Current: 211.500
Low
200.00
Averages
264.97
High
352.00
About NVDA
NVIDIA Corporation is an artificial intelligence (AI) infrastructure company. The Company is engaged in accelerated computing to help solve the challenging computational problems. Its segments include Compute & Networking and Graphics. The Compute & Networking segment includes its Data Center accelerated computing and networking platforms and AI solutions and software, and automotive platforms and autonomous and electric vehicle solutions, including software. The Graphics segment includes GeForce GPUs for gaming and personal computers (PCs), and Quadro/NVIDIA RTX GPUs for enterprise workstation graphics. Its technology stack includes the foundational NVIDIA CUDA development platform that runs on all NVIDIA GPUs, as well as hundreds of domain-specific software libraries, frameworks, algorithms, software development kits (SDKs), and application programming interfaces (APIs). Its platforms address four markets, which include Data Center, Gaming, Professional Visualization, and Automotive.
About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
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- Surge in Capital Expenditures: Major tech firms like Microsoft, Amazon, Alphabet, and Meta are set to increase capital expenditures to approximately $725 billion by 2026, a 77% rise from 2025, providing robust support for demand for Nvidia's GPUs and networking solutions.
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