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Why Nvidia And Corning’s Fiber Deal Could Change The Game For The AI Boom

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Nvidia and Corning just announced a massive, multiyear deal to expand U.S. manufacturing for new optical fiber technology, likely to flip the script for AI data center efficiency. As a part of the partnership, Corning will build three new factories in North Carolina and Texas entirely devoted to products for Nvidia, creating 3,000 new jobs. And while the companies didn’t share many specifics, it’s likely the deal is worth tens of billions of dollars. This could be the big deal many analysts have been waiting for — the debut of a new technology called co-packaged optics. It could eventually mean Nvidia replaces the 5,000 copper cables, two miles worth, inside its rack-scale systems like Vera Rubin, with tiny glass fibers made by Corning, something that, until now, has never been accomplished at scale. Co-packaged optics would vastly reduce the energy needs of an AI data center, because glass is far more energy efficient than copper. CNBC’s Katie Tarasov explains what this deal could mean for the AI boom.

Produced and Shot by: Katie Tarasov
Edited by: Andrew Evers
Additional Camera: Magdalena Petrova, Marc Ganley
Senior Director of Video: Jeniece Pettitt
Additional Footage: Getty Images, Nvidia

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Corning And Nvidia Strike Massive AI Fiber Deal

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Google Debuts A Wireless, Hands-Free Camera That Pairs With Smartphones | CNBC

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Google is hosting an event in California on Wednesday to unveil new products, including a new wireless camera called Google Clips.

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Google Debuts A Wireless, Hands-Free Camera That Pairs With Smartphones | CNBC

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Bill Gates Backs FBI On iPhone Hack Order | Tech Bet | CNBC

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CNBC’s Morgan Brennan and PCMag.com Editor-in-Chief Dan Costa discuss Bill Gates’ stance that tech firms should comply with law enforcement investigations.
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Bill Gates Backs FBI On iPhone Hack Order | Tech Bet | CNBC

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For better or worse, investors are living through Trump’s stock market. Here’s why

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President Donald Trump has established a reputation as a pro-stock-market president, leading to record highs in the market, while also causing some of its most significant drops.

CNBC’s Sean Conlon breaks down how investors perceive Trump’s impact on the market and what this means for everyday investors.

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McAfee CEO Chris Young: Here Are The Top Tech Threats In 2018 | CNBC

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McAffee CEO Chris Young gives his predictions for tech threats in 2018 like connected device security.

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McAfee CEO Chris Young: Here Are The Top Tech Threats In 2018 | CNBC

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What’s Stopping GLP-1s From Getting Cheaper

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The push to make weight loss drugs more affordable is running into legal limits. Telehealth company Hims & Hers pulled a less expensive oral version of Wegovy after lawsuits from Novo Nordisk and rising regulatory scrutiny. The dispute centers on pharmaceutical compounding, which is legal for individualized patient needs, and whether it crossed into large-scale marketing. With semaglutide no longer in shortage, Novo says compounded versions are not justified. CNBC’s Brandon Gomez reports.

Produced and shot by: Charlotte Morabito
Edited by: Andrea Miller
Reporting by: Brandon Gomez, Annika Kim Constantino
Senior Director of Video: Lindsey Jacobson
Additional Footage: Getty Images

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Why Cheaper GLP-1 Drugs Are Facing Legal Battles

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