The hidden protagonist of the AI revolution, a game changer in ‘elec…
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작성자 playbbs 작성일 26-06-13 08:05 조회 124 댓글 0본문
The hidden protagonist of the AI revolution, a game changer in ‘electricity infrastructure’ launched by Gaon Cable
Written on: June 13, 2026 | Column by current affairs critic specializing in IT/media
With the explosive growth of generative AI, the world has entered a huge infrastructure war to build data centers. The AI era is often viewed as only a victory for semiconductors, but in reality, how to reliably supply and distribute enormous amounts of power is becoming the key to resolving technological bottlenecks. In this trend, Gaon Cable recently became the first Asian company to obtain North American safety certification (CSA) for its ‘cable bus’, emerging as a powerful game changer in the global AI infrastructure market. We would like to deeply analyze the moves of these companies that are moving beyond simple wire manufacturers to becoming core solution companies responsible for the bloodstream of AI data centers.
The North American Safety Certification (CSA) that Gaon Cable recently obtained has a symbolic meaning beyond simple technical achievement. Cable bus is a next-generation transmission system that efficiently transmits large amounts of power by systematically placing medium and low voltage cables inside a metal enclosure. The existing conduit method had clear limitations in terms of installation and maintenance, but the cable bus maximizes heat dissipation performance and current capacity to provide optimized performance for high-load environments such as data centers. Securing this certification for the first time in Asia means that it has passed the stringent safety standards of the North American market, which greatly increases the likelihood that Gaon Cable's solutions will be adopted as a standard in major data center construction projects in the United States in the future.
The reason data center power infrastructure is attracting attention is in line with the advancement of AI models. Next-generation data centers centered on NVIDIA GPUs require enormous amounts of energy, consuming hundreds of megawatts (MW) to gigawatts (GW) of power per single campus. In these environments, reliability is as important as efficient delivery of power, and the value of proven power solutions is increasing because accidents can result in enormous losses. By completing an integrated power solution system encompassing cables, cable buses, and bus ducts, Gaon Cable has secured an ‘end-to-end’ supply capability that extends from the data center’s internal distribution network to the external power grid.
Gaon Cable's strategic move is creating even stronger synergy in conjunction with LS Group's huge power infrastructure value chain. While LS Cable & System connects power grids between countries with ultra-high voltage cables, submarine cables, and HVDC technology, LS Materials plays a role in stabilizing power quality through ultracapacitors. In addition, as Gaon Cable is responsible for the actual power distribution infrastructure within the data center, the group's integrated competitiveness is being re-evaluated in the market. In particular, the trillion-dollar long-term supply contracts secured through our US subsidiary LSCUS can be said to be data that proves that the group's capabilities are receiving substantial recognition from global big tech companies.
The market perspective is also rapidly being reorganized from a traditional ‘wire company’ to an ‘AI infrastructure solution company’. In the past, beneficiaries of data centers were viewed only as semiconductor design or manufacturing companies, but now companies responsible for the stability of the power supply chain are beginning to be recognized as true beneficiaries of the AI era. Gaon Cable goes beyond simple product supply and provides pre-design and customized manufacturing services optimized for field conditions to help customers shorten construction period and improve economic efficiency. This technological superiority and market response ability are expected to become a strong moat that Gaon Cable can secure in the global AI infrastructure market, including North America, in the future.
■ Conclusion and analysis outlook
In conclusion, Gaon Cable's acquisition of this North American certification is an important milestone that indicates that the company's technological level has reached the global standard. The power infrastructure in the AI era is not just a parts industry, but is like an essential blood vessel that supports a huge artificial intelligence ecosystem. In an era where the ability to supply stable power determines the competitiveness of a data center, the high value-added solution system established by Gaon Cable will be a key driving force that will further elevate the company's corporate value in the infrastructure investment boom in the North American market that will continue for the next few years. Attention is being paid to how Gaon Cable's move beyond the era of electric wires and into the era of power infrastructure will shape the landscape of the global AI market in the future.
* This post is an analysis column that is automatically recreated in the style of a current affairs critic's commentary by analyzing real-time Google Trends popular search terms and related major articles.
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