Podcast: Connecting the Dots

Episode Title: Nvidia's Fiber Optic Push, US Manufacturing Boost, and Anthropic's Mega Cloud Deal

Date: May 06, 2026

Hosts: Alex and Morgan

This episode dives into the foundational infrastructure powering the AI revolution, from the physical components connecting data centers to the massive cloud commitments driving model development. We explore strategic partnerships securing critical supply chains and the unprecedented financial scale of today's AI buildout.

Nvidia and Corning Partner for AI Optical Connectivity

Nvidia is investing $500 million in Corning to accelerate the production of fiber optics essential for AI data centers. This strategic partnership, involving equity-linked warrants, ensures a robust supply chain for the high-speed optical connectivity required by NVIDIA's  ...