Data Center
Credo: AI Networking Company Surging in Revenue from Active Electric Cables (AEC)
Although it’s easy to be laser focused on the AI chips driving this revolution, it’s my stance that 2025 will push networking, switches, optical modules and other networking components into the limelight. Networking performance is vital to the investments Big Tech is making, and Blackwell is the first generation of GPUs that truly test (or perhaps break) the upper limit of networking capabilities in terms of necessitating lower power consumption. In distances below seven meters, fiber optics are being challenged by active copper cables (ACC) and active electric cables (AECs) due to copper offering lower power, reduced costs, and in some cases, are more reliable. For distances between two meters and seven meters (or about six to 24 feet), active electric cables (AECs) are seeing heightened demand as servers scale up and scale out.
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