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Power · Evidence brief

Gaon Cable lands reported $2.7B Meta AI data-center bus duct deal

Gaon Cable + Meta Platforms

Primary sourcePress release only2026-05-18
Deal structureBus duct / AI data-center electrical distribution supply agreement
GeographyUnited States AI data-center supply chain / South Korean electrical-equipment manufacturing
Infrastructure layersPower + electrical equipment + data centers
Disclosed scaleUp to 4T won / about $2.7B over five years for Meta AI data-center bus ducts

Why it matters

The strategic read

Pushes Meta’s AI data-center bottleneck below the headline power contract into electrical distribution hardware. Bus ducts are a mundane but critical input for moving high current inside hyperscale AI facilities, and this would be the largest known order for a Korean cable/power-equipment supplier.

Source-supported terms

What was disclosed

  1. 01

    KED Global reported that Gaon Cable agreed to supply Meta with bus ducts worth up to 4T won, or roughly $2.7B, over five years.

  2. 02

    The report frames the award as the largest-ever contract for a South Korean cable and power-equipment supplier.

  3. 03

    KED also reported that affiliate LS Electric secured a separate $70M supply contract for a large-scale U.S. Big Tech data center.

  4. 04

    The disclosed product is bus duct equipment, a high-capacity electrical-distribution system used inside large industrial and data-center facilities.

  5. 05

    Meta, site-level allocation, shipment cadence, pricing mechanics, and full procurement documents were not included in the public report.

Disclosure boundary

What is known—and what is not

Credible market report; no full customer procurement contract, Meta confirmation, site list, equipment schedule, or securities filing was located in this pass.