How Nvidia’s Corning pact shines light on China’s dominant role in global fibre supply

Chipmaking giant Nvidia’s deepening partnership with US fibre optics maker Corning to replace copper links in next-generation rack-scale artificial intelligence systems is shining a spotlight on mainland China’s optical communications supply chain. The domestic optical value chain is also doubling down on AI scenarios, emerging as the global bedrock for the high-capacity components required to power AI infrastructure. “The global optical fibre and cable market had entered a period of both rising...