Nvidia Strikes Corning Deal for 50% Fiber Boost; Trump’s $5M Buys Spark Scrutiny

NVDANVDA

Trump made 15 Nvidia trades in Q1 2026, buying $0.5-5 million before U.S. export approvals for China and ahead of a Meta deal. Nvidia struck a multiyear Corning deal to lift U.S. fiber-optic capacity 50% and connectivity output 1,000% at three North Carolina and Texas sites.

1. Presidential Nvidia Transactions

Disclosure filings show that in Q1 2026 President Trump executed 15 individual Nvidia trades, acquiring between $500,000 and $5 million in shares. Several purchases were made one week before U.S. chip export approvals for China and prior to Nvidia’s major processing-power agreement with Meta, drawing scrutiny over timing.

2. Corning Partnership Details

Nvidia entered a multiyear collaboration with Corning to boost U.S. fiber-optic manufacturing capacity by 50% and optical connectivity output by 1,000%. The agreement includes three new production sites in North Carolina and Texas, aiming to strengthen Nvidia’s AI infrastructure supply chain.

Sources

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