Core Insights - The demand for copper cable high-speed connectors is surging due to the rapid growth of AI infrastructure, driven by significant investments and policy support in data centers [1][9] Industry Overview - The market for copper cable high-speed connectors is experiencing explosive growth as AI infrastructure expands, with Alibaba announcing a massive investment of 380 billion yuan to enhance AI infrastructure [1] - The global energy consumption of data centers is projected to increase tenfold by 2032, indicating a substantial rise in demand for efficient connectivity solutions [1] Key Companies - **Jingda Co., Ltd.**: Dominates the global market with a 35% share through its silver-plated copper wire, serving as the exclusive supplier for Microsoft's Azure data center. The company has developed superconducting copper composite materials that improve conductivity by 40% compared to traditional products [4] - **Xinya Electronics**: Known for its proprietary copper cable design that reduces dielectric loss by over 30%, outperforming industry standards by 33%. This product is specifically designed for NVIDIA's GB series servers [4] - **Zhaolong Interconnect**: The only domestic supplier of 800G copper cables certified by NVIDIA, also receiving certifications from Google and Meta. The company specializes in customized high-speed direct-connect copper systems [5] - **Luxshare Precision**: Breaks foreign monopolies with its Optamax™ technology, achieving minimal impedance variation in its 224G copper cables, and capturing 60% of the market share in AI server connectivity [7] - **Changxin Bochuang**: The only domestic developer of 800G AEC (active electrical cables) with the highest market share, securing significant orders from Meta and Huawei [8] - **Shufflebox**: An indirect supplier to NVIDIA, providing the Shufflebox data center optical module switch, valued at approximately $2,500 per unit, and establishing a technological moat through patents [9] Market Dynamics - The combination of technological barriers, customer loyalty, and favorable policies positions these leading companies to capture a significant share of the trillion-yuan AI infrastructure market [9]