How Nvidia’s Corning pact shines light on China’s dominant role in global fibre supply
SCMP Tech / 5/8/2026
💬 OpinionSignals & Early TrendsIndustry & Market Moves
Key Points
- Nvidia’s expanding partnership with Corning, aimed at replacing copper links with fibre optics in next-generation rack-scale AI systems, highlights the strategic importance of optical communications supply chains.
- Rising fibre prices and accelerating production reinforce mainland China’s role as a backbone supplier for global optical connectivity used to support AI.
- China’s domestic optical value chain is increasingly oriented toward AI use cases, positioning the country as a core provider of high-capacity components for AI infrastructure.
- The article frames this shift as part of broader market dynamics in the global optical fibre and cable sector, with demand growth tied to AI deployment.
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...
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