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Nvidia's Fiber Optic Push, US Manufacturing Boost, and Anthropic's Mega Cloud Deal

Podcast: Connecting the DotsEpisode Title: Nvidia's Fiber Optic Push, US Manufacturing Boost, and Anthropic's Mega Cloud DealDate: May 06, 2026Hosts: Alex and MorganThis episode dives into the foundational infrastructure powering the AI revolution, from the physical components connecting data centers to the massive cloud commitments driving model development. We explore strategic partnerships securing critical supply chains and the unprecedented financial scale of today's AI buildout.Nvidia and Corning Partner for AI Optical ConnectivityNvidia is investing $500 million in Corning to…

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