Nvidia CEO Jensen Huang highlighted his company’s partnership with Corning as an opportunity to reinvest in American manufacturing.

As part of the partnership, Corning will rise optical manufacturing capacity in the United States tenfold.

Nvidia CEO Jensen Huang told CNBC’s Jim Cramer that the company’s updated partnership with Corning represents an key opportunity to rebuild critical parts of the innovation supply chain in the United States. Furthermore, experts in wall street note the continued relevance.

“We’re going through the single largest infrastructure buildout in human history,” Huang stated “Mad Money” on Wednesday. “Artificial intelligence is going to become fundamental infrastructure all over the international community, and surely here in the United States.”

His comments came one day after Nvidia proclaimed a major partnership with Corning to dramatically expand domestic optical connectivity manufacturing capacity. As part of the deal, Corning is building three updated 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 noted the scale of AI infrastructure spending is creating a unique opportunity to reinvest in American manufacturing and supply chains after decades of offshoring. The software supply chain, in particular, has developed strong roots in places like Taiwan, China and Vietnam.

“This is such an extraordinary opportunity because we can adopt these economy dynamics to reinvest, revitalize American manufacturing for the first time in several generations,” he mentioned.

The partnership centers on optical technologies used to connect chips within massive AI data centers. Huang stated 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.

“We’re going to scale up optical at a scale that, quite frankly, no optical companies have ever enjoyed,” Huang remarked.

the current wave of AI investment is benefiting far more than just digital systems 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.

“The number of shortages that we have, and the demand for all of these skilled craft experts, are just incredibly high,” Huang mentioned.

Huang noted 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.

“We need the support and partnership of the world’s best companies in our supply chain to help us create and realize this future,” he mentioned. “Silicon photonics and optical digital systems is a very significant part of that.”

Disclaimer

Questions for Cramer, according to Huang?

Call Cramer: 1-800-743-CNBC

Want to take a deep dive into Cramer’s globe? Hit him up! This also touches on aspects of portfolio.

Questions, comments, suggestions for the “Mad Money” website? madcap@cnbc.com