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Amazon Signs Multibillion-Dollar Deal With Corning to Supply Fiber for U.S. AI Data Centers

The agreement will boost domestic manufacturing capacity and workforce training, signaling deeper onshoring of critical AI networking components.

Overview

  • Amazon and Corning announced on Monday that they have agreed to a multiyear, multibillion-dollar supply partnership for optical fiber and connectivity products used inside U.S. data centers.
  • The deal will create about 1,000 jobs at Corning facilities in North Carolina and expand Corning’s fiber‑technician training program with Catawba Valley Community College to staff the new capacity.
  • Amazon did not disclose specific financial terms of the contract, but the companies said the arrangement will play out over several years and include large-scale production commitments.
  • Corning’s fiber and networking products move high volumes of data between processors and racks inside AI data centers, making them a core component of efforts to scale high‑speed AI compute.
  • The Amazon pact builds on recent commitments from Nvidia and Meta that collectively underpin Corning’s plan to ramp U.S. optical‑connectivity capacity tenfold and raise domestic fiber output by more than 50 percent.