Infraeo
Infraeo designs and manufactures high-speed optical transceivers, AOC, DAC, ACC, and AEC interconnect products at 800G and 1.6T for AI clusters and hyperscale data centers, with proprietary DSP and Silicon Photonics designs validated across the Marvell, Intel, Semtech, and MaxLinear ecosystems.
- Company typePrivate
- Founded2023
- HeadquartersRound Rock, United States
- Headcount51–100
- GTM typeB2B
- OfferingHardware or Manufacturing
What Infraeo does
Infraeo is a privately held U.S.-based designer and manufacturer of high-speed optical and copper interconnects for AI cluster and hyperscale data center fabrics. Founded in 2023 and headquartered in Round Rock, Texas, the company produces a portfolio spanning optical transceivers and Active Optical Cables (AOC), Direct Attach Cables (DAC), Active Copper Cables (ACC), Active Electrical Cables (AEC), and Loopback Testers, supporting Ethernet 802.3 and InfiniBand (EDR through XDR) at speeds from 200G to 1.6T, with a stated roadmap to 3.2T. Underlying technology combines proprietary DSP, Redriver, Retimer, Photonic Integrated Circuit (PIC), and Silicon Photonics designs, including an industry-first bare-die retimer-based 800G AEC, sub-5W Linear Pluggable Optics (LPO) at 800G, and a 9-meter copper interconnect positioned as one of the longest commercially available.
The company's product portfolio is built on co-development with the leading 1.6T silicon ecosystem — Marvell (Alaska Leo DSP on the Quantum 3400-RT switch), Semtech (CopperEdge), MaxLinear (Keystone), Intel (Silicon Photonics), Alphawave Semi, and Wandtec — with interoperability validated alongside test platform providers VIAVI and Keysight and system vendor Celestica. Infraeo generates revenue primarily through direct hardware sales (transceivers, AOC, DAC, ACC, AEC) to hyperscalers, AI cluster operators, and OEM/ODM manufacturers, supplemented by Design/IP licensing, ODM services, and contract manufacturing. Manufacturing is geographically diversified across Mexico, South Asia, China, and Vietnam (planned), with proprietary 10x-throughput production technology delivering 150 units/hour at 98%+ yield and 200,000 units/month nameplate capacity. The company has shipped over 1 million units and received four Lightwave Innovation Awards between 2024 and 2026.
Infraeo pursues an enterprise field-sales go-to-market focused on hyperscalers and OEMs, complemented by Digikey distribution for smaller-quantity and prototype purchases, and demand-generation through major industry venues (OFC, DesignCon, Supercomputing, IBTA Plugfest). Beyond its core interconnect business, the company is extending into Near-Package Optics (NPO), Co-Packaged Optics (CPO), and PCIe-over-Fiber architectures, including via a March 2026 MoU with LightSpeed Photonics that establishes India as a primary market for pilot deployments and local manufacturing evaluation.
Infraeo firmographics
Firmographics- Name
- Infraeo
- Legal name
- Infraeo Inc.
- Website
- https://infraeo.com
- Company type
- Private
- Founded year
- 2023
- Operating status
- Operating
- Headcount range
- 51–100 employees
- Short description
- Infraeo designs and manufactures high-speed optical transceivers, AOC, DAC, ACC, and AEC interconnect products at 800G and 1.6T for AI clusters and hyperscale data centers, with proprietary DSP and Silicon Photonics designs validated across the Marvell, Intel, Semtech, and MaxLinear ecosystems.
- Ownership category
- akta.pro rank
Infraeo industry classification
Industry- Product category
- High-Speed Data Center Interconnects
- NAICS
- Electronic Connector Manufacturing (334417), Communication and Energy Wire and Cable Manufacturing (33592)
- SIC
- Computer Communications Equipment (3576), Electronic Connectors (3678)
- akta.pro primary industry
- Active Optical Cables (AOC) & Optical Interconnects (HDAFAEAG)
- akta.pro secondary industries
- High-Performance Networking Adapters (InfiniBand/RDMA/Ultra-Low Latency) (HDAFAEAD), Connectors & Interconnect Components (Industrial connectors, terminals, sockets, backplane) (IMAGAJAC)
Keywords
Where Infraeo is headquartered
LocationHeadquarters
- HQ city
- Round Rock
- HQ country
- United States
- HQ region
- North America
Offices1 record
Markets served
Infraeo business model
Business model- GTM type
- B2B
- Offering type
- Hardware or Manufacturing
- Cost components
- Technology or R&D, Operations, Personnel, Supply Chain, Infrastructure, Marketing or Sales
Revenue model
- High-Speed Interconnect Hardware Sales: Infraeo generates revenue primarily through the sale of optical transceivers, AOC, DAC, ACC, and AEC cables at speeds ranging from 200G to 1.6T. Products are sold as standalone hardware units, with volumes scaling to meet hyperscaler and OEM demand. The company also offers custom ODM solutions and contract manufacturing services, suggesting a blend of branded product sales and bespoke engineering/manufacturing engagements.
- Design and IP Licensing / ODM Services: Infraeo collaborates with technology partners and customers to launch reference designs, PDKs (Process Design Kits), RDKs (Reference Design Kits), and products that can be quickly scaled for high-volume production. Revenue is generated through design engineering services and IP licensing arrangements with semiconductor and photonic integrated circuit developers.
- Contract Manufacturing: The company offers contract manufacturing services leveraging its geographically diverse production network (Mexico, South Asia, China), providing ODM and manufacturing services to hyperscalers and manufacturers seeking custom interconnect solutions with flexible supply chain options.
Pricing tiers
| Model | Billing | Price |
|---|---|---|
| Other | Multi-year contract | Enterprise/hyperscaler direct procurement — custom quotes for volume orders |
Go-to-market motion1 record
Distribution channels2 records
Marketing channels5 records
Infraeo product offering
Product offeringCore offering
Infraeo designs, develops, and manufactures high-speed optical and copper interconnect hardware — including optical transceivers, active optical cables (AOC), direct attach cables (DAC), active copper cables (ACC), and active electrical cables (AEC) — operating at 800G, 1.6T, and 3.2T for AI clusters, hyperscale data centers, and high-performance computing networks. The company also offers loopback testers and ODM/contract manufacturing services.
Product overview
Infraeo offers a comprehensive portfolio of high-speed optical and copper interconnect solutions spanning 800G, 1.6T, and 3.2T for AI clusters and data center networks. The product line comprises five core product categories: Optical Transceivers/AOC (swappable optical modules and active optical cables supporting VCSEL, EML, and Silicon Photonics technologies from 25G to 200G PAM4); Direct Attach Cables/DAC (passive copper cables for cost-effective short-reach connectivity from 100G to 1.6Tbps); Active Copper Cables/ACC (signal-conditioned copper cables using Redriver technology for extended reach at 200G and 1.6T); Active Electrical Cables/AEC (retimer-based copper cables reaching up to 7m+ with DSP technology for superior signal integrity from 400G to 1.6T); and Loopback Testers (diagnostic tools across all major form factors from 25Gbps to 1.6Tbps). The portfolio supports Ethernet 802.3 and InfiniBand standards (IB EDR, HDR, NDR, XDR), operates across PCIe/CXL interfaces, and is available in SFP28, QSFP28, QSFP56, QSFP-DD, QSFP112, OSFP, OSFP-RHS, and OSFP1600 form factors. Key technology differentiators include Linear Pluggable Optics (LPO) for sub-5W power consumption, bare-die retimer-based AEC designs, silicon photonics integration, and partnerships with semiconductor vendors including Marvell, MaxLinear, and Semtech.
Differentiator
Problem solved
Functional benefit
Products and services
- Optical Transceivers / Active Optical Cables (AOC) Swappable optical modules and lightweight active optical cables for flexible, scalable high-density connectivity in AI clusters and hyperscale data centers, supporting speeds from 25G NRZ to 200G PAM4 with VCSEL, EML, and Silicon Photonics PIC technologies.
- Direct Attach Cables (DAC) Passive copper cables for low-cost, low-latency short-distance links in power-sensitive environments, supporting data rates from 100Gbps to 1.6Tbps across multiple form factors.
- Active Copper Cables (ACC) High-speed copper cables with built-in signal conditioning using Redriver technology for extended reach beyond passive DAC, supporting 200G and 1.6Tbps data rates for AI cluster and hyperscale data center applications.
- Active Electrical Cables (AEC) Retimer-based copper cables for reach beyond DAC up to 7m+, featuring DSP technology for superior signal integrity at 400Gbps, 800Gbps, and 1.6Tbps data rates for AI clusters and hyperscale data centers.
- Loopback Testers Diagnostic tools to simulate live traffic and validate ports, available in all major form factors (SFP28 through OSFP1600) and power classes from 25Gbps to 1.6Tbps, supporting passive and retimer-based configurations.
- 1.6T 2xDR4/DR8 LPO Module (Silicon Photonics) Low-power optical transceiver module built with silicon photonics technology for high-bandwidth AI and hyperscale connectivity, reducing power consumption and latency compared with traditional DSP-based optics while maintaining performance for 1.6T deployments.
- 9m 800G OSFP Active Electrical Cable One of the longest copper interconnect solutions available, reaching 9 meters and built with Marvell Technology DSP to extend copper reach while preserving signal integrity for stable multi-rack connectivity in next-generation AI systems.
- 5m 1.6T OSFP Active Electrical Cable Active electrical cable supporting next-generation 200G-per-lane architectures, built with Marvell Technology Alaska Leo DSP for high-speed copper connectivity required for AI clusters, hyperscale infrastructure, and demanding network environments.
- 400G QSFP112 LPO SR4 Transceiver Low-power optical transceiver module using Linear Pluggable Optics (LPO) technology, designed to reduce power consumption in next-generation data center networks while maintaining signal integrity for 400G short-reach applications.
- 1.6T OSFP Active Copper Cable (ACC) with Semtech CopperEdge Active copper cable featuring Semtech's CopperEdge quad-channel 224G PAM4 equalizer technology, delivering ultra-low latency under 100ps, ultra-low power consumption (up to 5x lower than competing DSP solutions), and simple configuration with auto-negotiation and link training compliance.
- 400G QSFP-DD Active Electrical Cable (AEC) with MaxLinear Keystone Low-power active electrical cable using MaxLinear's 5nm PAM4 DSP technology (Keystone) for AI clusters leveraging H100 GPUs and Bluefield DPUs, converting 8x50G PAM4 signals to 4x100G PAM4 with 5W at QSFP-DD end and 3W at QSFP112 end power consumption.
Quantifiable outcome
- 10% lower power consumption than competitors adopting the same BOM
- +7 more outcomes
Companies that use Infraeo
Customer profileNamed customers1 record
Segments2 records
Ideal customer profiles2 records
Infraeo technology and API
TechnologyTechnology focussed Yes
API detail
- Has API
- No
- API docs
- API detail
Core technology
AI maturity
App detail
Feature7 records
Infraeo partnerships and signals
Strategic signalPartnerships
Ten partnerships are on record, tiered core and secondary.
- LightSpeed PhotonicscoreInfraeo and LightSpeed Photonics signed a Memorandum of Understanding to collaborate on developing, demonstrating, and commercializing next-generation optical interconnect technologies for AI, hyperscale, and high-performance computing data centers. The collaboration focuses on Near-Package Optics (NPO) and PCIe-over-Fiber solutions across five workstreams: commercialization strategy, India ecosystem development, pilot deployments, and joint productization. The Indian market is a primary focus, with plans for local manufacturing evaluation and pilot deployments of NPO, CPO, and PCIe-over-Fiber solutions.
- VIAVI SolutionscoreJoint demonstration of 800G and 1.6T interconnect validation solutions for AI infrastructure at OFC 2026 in Los Angeles. VIAVI's high-performance test and measurement platforms are used to validate Infraeo's 1.6T OSFP AEC and 800G QSFP-DD AEC products, showcasing interoperability and performance for next-generation AI and hyperscale networking.
- Marvell TechnologycoreEcosystem collaboration showcasing interoperable 1.6T and 800G connectivity solutions at OFC 2026. Infraeo's 1.6T OSFP AEC powered by Marvell's Alaska Leo DSP was demonstrated running on the 1.6T Quantum 3400-RT switch. Marvell's Alaska East 224G SerDes is also referenced in Marvell's DesignCon 2026 ecosystem.
- Intel CorporationcoreInfraeo's 800G LPO DR8 transceivers were showcased at Intel's booth at OFC 2026, developed with Intel's Silicon Photonics (SiPh) technology. The collaboration demonstrates interoperability of Infraeo's low-power LPO transceivers with Intel's photonic platform.
- Semtech CorporationcoreCollaboration on 1.6T OSFP Active Copper Cables (ACC) featuring Semtech's CopperEdge quad-channel 224G PAM4 Linear Equalizer/Redriver technology. The product delivers ultra-low latency (<100ps), ultra-low power (5x lower than DSP-based alternatives), and simple configuration. Demonstrated at OFC 2025.
- MaxLinearcoreInfraeo's low-power 400G QSFP-DD AEC series uses MaxLinear's 5nm PAM4 DSP technology (Keystone) for next-generation AI cluster interconnects. The solution achieves QSFP-DD end at 5W and QSFP112 end at 3W power consumption — industry-leading figures. The collaboration was recognized with a 4.5 rating in the 2024 Lightwave Innovation Reviews.
- CelesticasecondaryInfraeo's 1.6T AEC was demonstrated at Celestica's booth at OFC 2026, running live on Celestica's DS6000 switch, validating interoperability across the ecosystem for production-ready 1.6T deployments.
- Keysight TechnologiessecondaryCollaboration at OFC 2026 to showcase Infraeo's 800G 9-meter AEC in Keysight's FITS-8CH test equipment, demonstrating stable BER at E-8 and lower across extended copper reach scenarios.
- WandtecsecondaryTechnical collaboration at DesignCon 2025 to introduce the first production-ready bare-die retimer for 800G AEC, bringing performance benefits including better signal integrity, thermal efficiency, power consumption, reduced crosstalk, and future 224G compatibility.
- Alphawave SemisecondaryCollaboration at DesignCon 2025 to introduce the first production-ready bare-die retimer for 800G AEC. Alphawave Semi provides retimer technology that enables the bare-die AEC architecture with improved signal integrity, thermal efficiency, and 224G compatibility.
Scale indicators9 records
Recent moves6 records
Expansion highlights4 records
Infraeo competitors and assessment
Company assessmentMarket position
Competitive moat5 records
Key highlights7 records
Customer concentration
Infraeo social profiles
Digital presenceInfraeo financial estimates
Financial estimateRevenue estimate
Valuation estimate
Infraeo leadership team
Management profileNumber of profiles
Profiles4 records
Infraeo funding detail
Funding detailFunding overview
Funding rounds
Investors
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
Infraeo M&A and investment
M&A and investmentM&A
Investments
M&A and investment is available on the Subscription and Enterprise plan.Contact sales →
Frequently asked questions about Infraeo
What does Infraeo do?
Infraeo designs, develops, and manufactures high-speed optical and copper interconnect hardware — including optical transceivers, active optical cables (AOC), direct attach cables (DAC), active copper cables (ACC), and active electrical cables (AEC) — operating at 800G, 1.6T, and 3.2T for AI clusters, hyperscale data centers, and high-performance computing networks. The company also offers loopback testers and ODM/contract manufacturing services.
Is Infraeo a public or private company?
Infraeo is a private company. It is classified as founder individual operated bootstrapped and is currently operating.
When was Infraeo founded?
Infraeo was founded in 2023. It employs 51 to 100 people.
Where is Infraeo based?
Infraeo is headquartered in Round Rock, United States, in the North America region.
How does Infraeo make money?
Three revenue lines are on record. High-Speed Interconnect Hardware Sales are the primary driver. The others are design and IP Licensing / ODM Services and contract Manufacturing.
Does Infraeo have an API?
No public API is recorded for Infraeo.
What industry is Infraeo in?
Infraeo's product category is High-Speed Data Center Interconnects. Its primary akta.pro industry code is HDAFAEAG, Active Optical Cables (AOC) & Optical Interconnects, with a secondary code of HDAFAEAD, High-Performance Networking Adapters (InfiniBand/RDMA/Ultra-Low Latency). Its NAICS code is 334417 and its SIC code is 3576.