Recently, Nvidia CEO Renxun Huang said in an interview with CNBC, "We are experiencing the largest infrastructure construction in human history. Artificial intelligence will become the infrastructure of the world, including the United States

He highly praised his new collaboration project with Corning, stating that it brings important opportunities for the reconstruction of the technology supply chain in the United States.

Huang Renxun bluntly stated that the next generation of artificial intelligence infrastructure will require a large number of optical connections, as computing demands are rapidly growing to the point where copper wires are no longer sufficient to meet the demand.

We are experiencing the largest wave of infrastructure construction in human history, "he said." Artificial intelligence will become fundamental infrastructure on a global scale, and the United States is no exception

Huang Renxun's remarks were made after Nvidia announced a major cooperation with Corning to significantly expand its domestic optical connectivity manufacturing capacity in the United States.

According to the agreement, Corning will build three new factories in Texas and North Carolina, and has stated that it will create over 3000 jobs. Corning will also receive a $500 million investment from Nvidia, giving the latter warrants to subscribe for up to 15 million shares of its stock.

Huang Renxun stated that the scale of artificial intelligence infrastructure construction has created unique opportunities for reinvesting in US manufacturing and supply chains, a process that has only been achieved after decades of industrial transfer.

This is undoubtedly an excellent opportunity, as we can leverage these market dynamics to reinvest funds for the first large-scale revival of American manufacturing in generations, "he said.

The core of the collaboration project between NVIDIA and Corning lies in the optical technology used to connect chips within large artificial intelligence data centers. Huang Renxun stated that the next generation of artificial intelligence infrastructure will require a significant amount of optical connections, as computing demands are rapidly increasing to the point where copper wires are no longer sufficient to meet the demand.

We will expand the application of optical technology on an unprecedented scale. To be frank, no optical company has ever had such a scale, "said Huang Renxun.

Huang Renxun also stated that the benefits brought by the current wave of artificial intelligence investment go far beyond benefiting technology companies. He pointed out that the demand for electricians, construction workers, chip manufacturing employees, and data center infrastructure experts in the AI industry is constantly increasing, which is a strong proof that the construction process has already affected the entire economic sector.

The shortage situation we are facing and the demand for all these skilled workers are really high, "said Huang Renxun.

Huang Renxun also stated that the cooperation between NVIDIA and Corning ultimately aims to ensure that the United States has the necessary infrastructure and supply chain to support the next stage of artificial intelligence development.

We need the support and cooperation of the world's best companies in the supply chain to help us create and realize this future. Silicon photonics and optical technology play a very important role in it