Nvidia's partnership with Corning to enhance AI systems underscores China's crucial role in the global fiber optics supply chain, particularly for high-capacity components powering AI infrastructure.

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...