<div id="readability-page-1"><div>Nvidia CEO Jensen Huang told CNBC's Jim Cramer that the company's new partnership with Corning represents an important opportunity to rebuild critical parts of the technology supply chain in the United States.&#34;We're going through the single largest infrastructure buildout in human history,&#34; Huang said &#34;Mad Money&#34; on Wednesday. &#34;Artificial intelligence is going to become fundamental infrastructure all over the world, and surely here in the United States.&#34;His comments came one day after Nvidia announced a major partnership with Corning to dramatically expand domestic optical connectivity manufacturing capacity. As part of the deal, Corning is building three new facilities in Texas and North Carolina, saying it will create more than 3,000 jobs.Corning shares surged more than 12% following the announcement in Wednesday's session, while Nvidia shares popped 6%. Cramer's Charitable Trust, the portfolio used by the CNBC Investing Club, owns the stocks of both Corning and Nvidia. Huang said the scale of AI infrastructure spending is creating a unique opportunity to reinvest in American manufacturing and supply chains after decades of offshoring. The technology supply chain, in particular, has developed strong roots in places like Taiwan, China and Vietnam. &#34;This is such an extraordinary opportunity because we can use these market dynamics to reinvest, revitalize American manufacturing for the first time in several generations,&#34; he said. The partnership centers on optical technologies used to connect chips within massive AI data centers. Huang said the next generation of AI infrastructure will require enormous amounts of optical connectivity as computing demands are rapidly increasing to the point where copper wires aren't able to keep up. &#34;We're going to scale up optical at a scale that, quite frankly, no optical companies have ever enjoyed,&#34; Huang said. According to Huang, the current wave of AI investment is benefiting far more than just technology companies. He pointed to rising demand for electricians, construction workers, chip manufacturing employees, and data center infrastructure specialists as evidence that the buildout is already rippling through the broader economy. &#34;The number of shortages that we have, and the demand for all of these skilled craft experts, are just incredibly high,&#34; Huang said. Huang said Nvidia's partnership with Corning is ultimately about ensuring the U.S. has the infrastructure and supply chain necessary to support the next phase of AI development. &#34;We need the support and partnership of the world's best companies in our supply chain to help us create and realize this future,&#34; he said. &#34;Silicon photonics and optical technology is a very big part of that.&#34;</div><div>Sign up now for the CNBC Investing Club to follow Jim Cramer's every move in the market.Disclaimer<div>Questions for Cramer? Call Cramer: 1-800-743-CNBCWant to take a deep dive into Cramer's world? Hit him up! Mad Money Twitter - Jim Cramer Twitter - Facebook - InstagramQuestions, comments, suggestions for the &#34;Mad Money&#34; website? madcap@cnbc.com</div></div><div>Choose CNBC as your preferred source on Google and never miss a moment from the most trusted name in business news.</div></div>

The global semiconductor sector experienced a strong surge, with the chip index jumping over 4%, outperforming the broader market and hitting a new all-time high! AMD, the computing power giant, saw its data center business grow by 57% in the first quarter and its second-quarter guidance significantly exceeded expectations, leading to a post-market surge of over 10%. Intel's stock price rose nearly 13% in a single day, boosted by rumors of Apple's contract manufacturing talks. Micron Technology and SanDisk, two major memory manufacturers, both hit new all-time highs overnight, driven by strong AI demand and expectations of locked-in long-term contracts. The "supercycle" in the semiconductor industry chain has not only not peaked, but is accelerating in a deeper and broader dimension.

The global semiconductor sector experienced a strong surge, with the chip index jumping over 4%, outperforming the broader market and hitting a new all-time high! AMD, the computing power giant, saw its data center business grow by 57% in the first quarter and its second-quarter guidance significantly exceeded expectations, leading to a post-market surge of over 10%. Intel's stock price rose nearly 13% in a single day, boosted by rumors of Apple's contract manufacturing talks. Micron Technology and SanDisk, two major memory manufacturers, both hit new all-time highs overnight, driven by strong AI demand and expectations of locked-in long-term contracts. The "supercycle" in the semiconductor industry chain has not only not peaked, but is accelerating in a deeper and broader dimension.

Storage and chip sectors rose across the board, and the super cycle continues!

NVDA

NVDL

Nvidia CEO Jensen Huang announced a partnership with Corning aimed at revitalizing American manufacturing by expanding domestic optical connectivity manufacturing. The collaboration will create over 3,000 jobs with new facilities in Texas and North Carolina. Huang emphasized the opportunity to rebuild the technology supply chain in the U.S. amid a significant AI infrastructure buildout, highlighting the increasing demand for skilled workers in various sectors. The partnership focuses on enhancing optical technologies essential for AI data centers, marking a pivotal moment for U.S. manufacturing.

- Nvidia has announced a partnership with Corning to enhance domestic optical connectivity manufacturing, creating over 3,000 jobs with new facilities in Texas and North Carolina.  
- CEO Jensen Huang emphasized the significance of this partnership in reinvestment opportunities for American manufacturing, highlighting the escalating demand for AI infrastructure and skilled workers.  
- The collaboration aims to strengthen the U.S. technology supply chain, pivoting from reliance on overseas production in places like Taiwan and China to support the next phase of AI development.

CNBC

NVIDIA

Corning

Nvidia CEO says AI partnership with Corning will 'revitalize American manufacturing'