LS Cable's unit won a W120B US AI data center cable deal. AI capex is now showing up in electrical supply orders, a direct demand read on the buildout beyond chips. Watch cable and power equipment nam

What happened: Gaon Cable, an LS Cable & System subsidiary, won a 120 billion won cable supply deal with a global cloud provider in the US. Its unit LSCUS will supply medium-voltage distribution cables for AI data center projects. Key numbers: 120 billion won ($90 million) contract value. Why it matters: Gaon Cable calls it the largest single-customer distribution cable contract won by a Korean company from a global tech firm, and it adds a new cloud provider to its customer base. LSCUS plans a new production line in the fourth quarter and a capacity doubling by 2027. Coverage: 4 outlets in 24h

Gaon Cable, an LS Cable & System subsidiary, won a 120 billion won cable supply deal with a global cloud provider in the US. Its unit LSCUS will supply medium-voltage distribution cables for AI data center projects.

Gaon Cable calls it the largest single-customer distribution cable contract won by a Korean company from a global tech firm, and it adds a new cloud provider to its customer base. LSCUS plans a new production line in the fourth quarter and a capacity doubling by 2027.