7.09

Who makes LV cable, wire, tray, raceway for AI data centers

Low-voltage power cable and wire, and the tray and raceway systems that route and support it between switchgear, PDUs, and racks.

LV cable and wire carry power the last distance from switchgear, transformers, and PDUs (7.04, 7.05, 7.07) to busway or directly to racks, run through tray and raceway systems that physically support and organize the cable overhead or underfloor. As rack power draw rises, the cable gauge needed to carry that current at low voltage loss increases, and heavier cable in turn needs more robust, higher-capacity tray to support it, which is part of why busway (7.06) has become a competing option for some in-hall runs. Cable is a copper- and, increasingly given cost pressure, aluminum-intensive product, and data center buildout is only one of several sources of demand pulling on the same copper supply chain, alongside grid transmission buildout and vehicle and building electrification more broadly. Tray and raceway manufacturing is comparatively less capacity-constrained but still scales with the sheer volume of hall square footage being built. For investors, relevant signals include copper price and availability trends, lead times quoted by cable manufacturers for data-center-grade product, and how much of a given campus's in-hall distribution is shifting from cable and tray to busway, which changes the mix of demand between these two supplier groups rather than the total.

AI delta: A single AI data hall requires a large volume of heavy-gauge low-voltage cable and tray to carry the higher currents that dense racks draw, and that demand now competes with grid buildout and electrification for the same copper supply chain.

Appears at:Enterprise / small coloLarge colo / hyperscale buildingAI campusGW-class campus· cooling:any — Present at every scale; cable gauge and tray capacity scale with rack density.

Companies on this part (11)

CompanyRoleOwnershipTickerPrice1dConfidenceNote
BeldenmanufacturerpublicBDC104 USD+2.7%inferred
Cerro/Marmon · unit of BerkshiremanufacturersubsidiaryBRK-B*inferred
Furukawamanufacturerpublic5801.T2895 JPY-2.3%inferred
Hengtongmanufacturerpublic600487.SS52.32 CNY+1.7%inferred
LS Cable · unit of LS Corpmanufacturersubsidiary006260.KS*inferred
NexansmanufacturerpublicNEX.PA114 EUR-0.7%inferred
PrysmianmanufacturerpublicPRY.MI99.08 EUR-0.8%disclosed · source
Sumitomo Electricmanufacturerpublic5802.T1833 JPY-2.1%inferred
Leonimanufacturerprivateinferred
Okonitemanufacturerprivateinferred
Southwiremanufacturerprivateinferred

Tray and supports 7.09a

CompanyRoleOwnershipTickerPrice1dConfidenceNote
AtkoremanufacturerpublicATKR94.96 USDdisclosed · source
EatonmanufacturerpublicETN366 USD-1.7%inferredB-Line
LegrandmanufacturerpublicLR.PA124 EUR+0.4%inferred
nVentmanufacturerpublicNVT125 USD-2.4%inferred
Chatsworthmanufacturerprivatedisclosed · source
Hiltimanufacturerprivateinferred
Panduitmanufacturerprivatedisclosed · source

Who competes here

The same table read the other way: every company above competes for LV cable, wire, tray, raceway sockets. Confidence tags matter — an inferred placement is a lead, not a confirmed rivalry.

Seen in real machines

LV cable, wire, tray, raceway is named in 1 of the rack teardowns and supercomputer breakdowns on this site. Each line below is a piece of that machine. The companies shown are the ones named on that line, not necessarily the maker of this part.

Nearby parts

From the blog

Latest feed

Questions about LV cable, wire, tray, raceway

What is LV cable, wire, tray, raceway?
Low-voltage power cable and wire, and the tray and raceway systems that route and support it between switchgear, PDUs, and racks.
Which companies make LV cable, wire, tray, raceway for AI data centers?
This catalog lists 11 companies on LV cable, wire, tray, raceway, 8 of them with listed equity: Belden, Cerro/Marmon, Furukawa, Hengtong, LS Cable, Nexans, Prysmian, Sumitomo Electric, Leoni, Okonite, and 1 more.
How does AI change demand for LV cable, wire, tray, raceway?
A single AI data hall requires a large volume of heavy-gauge low-voltage cable and tray to carry the higher currents that dense racks draw, and that demand now competes with grid buildout and electrification for the same copper supply chain.
How reliable are these LV cable, wire, tray, raceway supplier placements?
The 11 placements on this part break down as 1 disclosed, 10 inferred. "disclosed" means the company or a filing says so; "reported" comes from trade press or a reference-design list; "inferred" is a taxonomy lead with no citation yet.

Sources: placements without a source URL come from the taxonomy seed and are tagged accordingly. How this data is built.· Markdown · JSON