One of America's oldest manufacturers says AI is creating jobs — not replacing them - Fox News

American manufacturing giant Corning recently stated that artificial intelligence (AI) is creating jobs rather than replacing human workers, a perspective that stands in contrast to widespread concern... Read original →

Corning’s fiber partnership with NVIDIA exposes AI’s hidden infrastructure dependency: compute scaling is forcing physical-layer upgrades. While 3nm and EUV dominate headlines, ultra-low-latency interconnects between AI clusters make specialty optical fiber a critical bottleneck. This will spur innovation in high-purity silica and coating materials, pressuring foundries like TSMC and Samsung to accelerate co-packaged optics roadmaps. Geopolitically, U.S. CHIPS Act subsidies are expanding beyond logic chips into foundational materials, reducing reliance on Japan’s Shin-Etsu and bolstering domestic supply chain resilience. In response, Taiwan, China-based firms may fast-track silicon photonics in CoWoS packaging, while South Korea could leverage SK Hynix’s HBM-AI integration. Over the next 18 months, North America will see integrated AI infrastructure hubs—combining fiber, chips, and thermal management—where job creation is merely the surface effect; the real long-tail shift lies in reshaping global semiconductor material pricing power.