Part of the day: NVLink copper spine / backplane cartridges
Assembled by the nightly build from this catalog’s own entry for NVLink copper spine / backplane cartridges (3.10, Layer 3 — Networking & interconnect). The tables below are rebuilt every night; first published 2026-09-13, refreshed 2026-09-24.
The copper cable assemblies and backplane cartridges that physically wire the scale-up fabric together inside a rack, most visible in Nvidia’s NVL72 architecture.
NVLink copper spine and backplane cartridges are the physical layer under the scale-up fabric of 3.01, wiring GPU compute trays to NVLink switch trays inside a rack — the taxonomy notes roughly 5,000 copper cables in an NVL72-class rack. That cable count is itself the reason the industry is evaluating co-packaged optics (3.08) as a replacement at the next speed generation: as per-GPU bandwidth rises, all-copper backplanes start running into reach and density limits that pushing more copper doesn’t solve. Several connector and cable assembly makers supply this content, generally under reference-design partner arrangements with the rack architect rather than as a fully open market. An investor should watch this layer as a bellwether for the copper-to-optical transition inside the rack: continued growth in cable count per rack favors incumbent copper suppliers, while an early shift to CPO would cap that growth sooner than volume trends alone would suggest.
AI delta: Larger scale-up domains push cable count per rack higher, up to the point where copper’s reach and density limits at the highest speeds make an optical alternative necessary.
Who makes it
| Company | Role | Ownership | Ticker | Price | 1d | Confidence | Note |
|---|---|---|---|---|---|---|---|
| Amphenol | manufacturer | public | APH | 74.09 USD | +1.4% | reported | |
| Bizlink | manufacturer | public | 3665.TW | 1875 TWD | -4.3% | reported | |
| Foxconn Interconnect | manufacturer | public | 6088.HK | 3.71 HKD | -0.1% | reported | |
| Luxshare | manufacturer | public | 002475.SZ | 50.42 CNY | +7.0% | reported | |
| TE Connectivity | manufacturer | public | TEL | 208 USD | -0.2% | reported |
The full entry — sub-categories, news, videos and sources — lives on the NVLink copper spine / backplane cartridges page.