Corning (NYSE:GLW) has signed a multi billion dollar agreement with Amazon to expand US production of optical fiber products used in AI data centers. The company is partnering with Nvidia to grow domestic manufacturing capacity for advanced optical solutions that support AI computing. The initiatives are expected to add 1,000 jobs in North Carolina and increase US fiber output tenfold. The planned tenfold increase in US optical connectivity capacity and expansion of domestic fiber output align with recent investor focus on AI infrastructure. The specific contract scale, US job commitments, and index reclassification toward growth benchmarks are fresh elements.