Nvidia Corp. (NASDAQ:NVDA) has deepened its grip on the AI infrastructure race with a $500 million investment in Corning Inc. (NYSE:GLW), a move that addresses critical networking bottlenecks even as Amazon.com, Inc. (NASDAQ:AMZN) and Alphabet Inc.'s (NASDAQ:GOOG) (NASDAQ:GOOGL) Google intensify efforts to challenge its dominance.



<h2>Nvidia Expands Beyond GPUs With Corning AI Infrastructure Push</h2>



On Thursday, Jim Cramer praised Corning while underscoring Nvidia's growing strategic advantage.



He posted on X that &#34;Corning is so good&#34; and added that despite competition from Google and Amazon, &#34;Nvidia's tough to beat.&#34;



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<blockquote>Corning is so good… Nvidia, well, i think that Google and Amazon still have an opponent with multiple legs up.. i know they are all customers but wow, Nvidia's tough to beat— Jim Cramer (@jimcramer) May 7, 2026</blockquote>
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The investment follows months of warnings from Nvidia’s CEO that traditional copper-based connections inside AI factories are reaching their performance limits.



By backing Corning's optical and glass technologies, Nvidia aims to improve high-speed connectivity and efficiency in next-generation AI data centers.



GLW closed at $182.40 on Thursday, up 0.46% for the day, with shares gaining 12.9% over the past five days and 22.81% over the past month, according to Benzinga Pro.



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<h2>Amazon And Google Continue Building AI Alternatives</h2>



Amazon Web Services remains one of Nvidia's largest customers, with plans to deploy 1 million Nvidia GPUs beginning this year through 2027. The deal also includes Nvidia networking technologies such as Spectrum chips and ConnectX systems.



Meanwhile, Google is accelerating its custom Tensor Processing Units strategy. Alphabet CEO Sundar Pichai last month told investors, &#34;The fact that we own frontier models and own the silicon really helps us stay ahead of the curve.&#34;



Google Cloud is also expanding external TPU sales, marking a more direct competitive challenge to Nvidia's hardware leadership.



<h2>Nvidia Maintains Powerful AI Market Lead</h2>



Despite growing competition, Nvidia's ecosystem — spanning GPUs, networking, software and now optical infrastructure — remains unmatched.



Chinese firms are reportedly paying nearly $1 million per Nvidia B300 server amid surging AI demand, reinforcing Nvidia's pricing power globally.



NVDA is set to report its first-quarter 2026 earnings on May 20, with analysts projecting earnings per share of $1.76 on quarterly revenue of $78.78 billion.



Price Action: NVDA closed at $211.50 on Thursday, up 1.85% during the regular session. The shares climbed 5.43% over the past five days and 18.75% over the past month.



According to Benzinga Edge Rankings, NVDA ranks in the 98th percentile for Growth, reflecting a strong price trend across short, medium and long-term time frames.



<figure class="wp-block-image size-full"><img src="https://imageproxy.pbkrs.com/https://editorial-assets.benzinga.com/wp-content/uploads/2026/05/07223720/Screenshot-2026-05-08-at-8.04.36%E2%80%AFAM.png?x-oss-process=image/auto-orient,1/interlace,1/resize,w_1440,h_1440/quality,q_95/format,jpg" alt="" class="wp-image-1448468" original-src="https://imageproxy.pbkrs.com/https://editorial-assets.benzinga.com/wp-content/uploads/2026/05/07223720/Screenshot-2026-05-08-at-8.04.36%E2%80%AFAM.png"/></figure>



Disclaimer: This content was partially produced with the help of AI tools and was reviewed and published by Benzinga editors.



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Photo courtesy: katz / Shutterstock.com

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

Jim Cramer highlighted Nvidia's strategic advantage following its $500 million investment in Corning, aimed at enhancing AI infrastructure. Despite competition from Amazon and Google, Cramer stated Nvidia is 'tough to beat.' The investment addresses networking bottlenecks and supports Nvidia's dominance in AI data centers. Nvidia's ecosystem, including GPUs and networking technologies, remains unmatched, with strong demand reflected in pricing power. Nvidia is set to report earnings on May 20, with analysts projecting significant revenue growth.

- Nvidia Corp. has made a $500 million investment in Corning Inc. to enhance AI infrastructure and address networking issues amid increasing competition from Amazon and Google.  
- This strategic move aims to improve high-speed connectivity in next-generation AI data centers, as Nvidia's CEO has warned about the limitations of traditional copper-based connections.  
- Despite the competitive landscape, Nvidia maintains its leading position in the AI market, supported by a robust ecosystem that includes GPUs, networking, and now optical technologies.

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Jim Cramer Says Nvidia Is 'Tough To Beat' On Corning Deal, Points Out Google, Amazon Still Have An 'Opponent With Multiple Legs Up'