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3.09

Who makes copper: dac / acc / aec cables for AI data centers

High-speed copper cable assemblies — DAC, ACC, and AEC types — that link GPUs, NICs, and switches over short distances as a lower-cost alternative to optical transceivers.

Copper cabling connects the same points the optical transceivers of 3.04 do — GPUs to NICs, NICs to switches — but over shorter reaches, where it stays cheaper and lower-power than going optical. DAC is passive, ACC and AEC add active signal conditioning to extend reach, with AEC in particular depending on retimers (3.09a) to hit longer distances at high speed. Copper remains the default choice for the shortest, highest-bandwidth links in a rack, which keeps demand growing alongside optics rather than being displaced by it, even as the NVLink copper spine described in 3.10 approaches its practical reach limit at the highest speed grades. An investor should watch the mix between passive DAC and active ACC/AEC cabling as speeds rise, since active cables carry more semiconductor content (the retimers) and shift value toward cable assembly makers with in-house or partnered active-cable capability.

AI delta: AI racks pack far more high-speed copper links per GPU than general-purpose servers, and rising per-link speeds push volume from passive DAC toward active ACC and AEC assemblies.

Appears at:Large colo / hyperscale buildingAI campusGW-class campus· cooling:any — Volume scales with GPU and port count; the dominant short-reach interconnect at hyperscale and above, negligible at enterprise scale.

Companies on this part (9)

CompanyRoleOwnershipTickerPrice1dConfidenceNote
AmphenolmanufacturerpublicAPH161 USD-1.3%inferred
Bizlinkmanufacturerpublic3665.TW2190 TWD+6.3%inferred
CredomanufacturerpublicCRDO240 USD+2.2%inferredAECs
Foxconn Interconnectmanufacturerpublic6088.HK5.55 HKD+5.1%inferredFIT
Luxsharemanufacturerpublic002475.SZ58.24 CNY+1.9%inferred
TE ConnectivitymanufacturerpublicTEL203 USD-1.0%inferred
VolexmanufacturerpublicVLX.L625 GBp+0.6%inferred
Leonimanufacturerprivateinferred
Molexmanufacturerprivateinferred

Retimers inside AECs 3.09a

CompanyRoleOwnershipTickerPrice1dConfidenceNote
Astera LabsmanufacturerpublicALAB304 USD+1.1%inferred
BroadcommanufacturerpublicAVGO372 USD+2.6%inferred
MarvellmanufacturerpublicMRVL241 USD-5.6%inferred
Spectra7manufacturerpublicSEV.Vinferred

Who competes here

The same table read the other way: every company above competes for copper: dac / acc / aec cables sockets. Confidence tags matter — an inferred placement is a lead, not a confirmed rivalry.

Nearby parts

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