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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Many US political leaders on both sides of the aisle have been scrambling to keep Chinese cars out of the United States. But some Chinese companies have already found a foothold in the US. One automaker, Zhejiang Geely Holding, often called simply Geely, has investments in Volvo, Polestar and British sports car maker Lotus. Volvo already owns a factory in South Carolina, which is currently underutilized, according to analysts who spoke with CNBC. All three brands also have a dealership network in the United States. Volvo’s CEO recently said he would be open to making Chinese branded cars in the Volvo factory if the company can navigate currently strict US laws. Geely leaders have expressed a desire to bring Chinese brands here. If it is able, it would be considerably ahead of much of its competition.

Produced by: Robert Ferris
Editing: Darren Geeter
Animations: Jason Reginato, Emily Parl
Senior Director of Video: Lindsey Jacobson
Additional Footage: Getty Images

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Which Chinese Carmaker Might Be First To Win In The U.S.

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Investors will be closely watching this year’s Berkshire Hathaway Annual Shareholders Meeting on Saturday as Greg Abel takes center stage as the company’s new leader. Abel, who took the baton from Warren Buffett in January, will host the annual gathering for the first time as CEO. The Oracle of Omaha will still be at the event but it’s Abel’s turn to shine. CNBC’s Yun Li reports on what investors are expecting from this year’s meeting and how the firm may shape up in the post-Buffett era.

Reporter: Yun Li
Produced, Shot and Edited by: Kaan Oguz
Managing Producer: Anuz Thapa
Production Support: CJ Haddad
Senior Director of Video: Lindsey Jacobson
Additional Footage: Getty Images

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Greg Abel Will Take The Stage From Warren Buffett At Berkshire Meeting

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Automakers, battery makers and suppliers directed hundreds of billions of dollars into electric vehicle investments across the U.S. in recent years, and almost half of that had been planned for the South.

But companies have now canceled EV plans and some have faced write-downs.

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Investors are bullish on the emerging crop of companies known as neoclouds, which focus on AI-dedicated computing infrastructure, even as industry insiders warn it will take longer for these ventures to become profitable than markets currently expect. CNBC’s Tobias Burns reports on the enthusiasm for neoclouds and the concerns surrounding them.

Reporter: Tobias Burns
Produced by: Jeff Huang
Shot and Edited by: Kaan Oguz
Production Support: CJ Haddad
Managing Producer: Anuz Thapa
Senior Director of Video: Lindsey Jacobson
Additional Footage: Getty Images

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Why Investors Are Bullish On Neoclouds

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