SUNCALL’s VSFF licensing agreement with SENKO broadens its high-density network opportunities

SUNCALL has entered into a licensing agreement to manufacture and supply products based on SENKO’s SN® connector technology, advancing the reach of qualified SN® connectivity solutions for data centers and other high-density environments. 

The agreement expands the availability of SN® connectivity across the industry and reinforces SN’s position as a standardized VSFF interface for high-density optical networks.

By enabling additional experienced manufacturers to supply SN® products, SENKO continues to support interoperability and long-term scalability for data center and enterprise infrastructures.

Under the terms of the licensing agreement, SUNCALL is authorized to produce a broad portfolio of SN® products, including standard SN® connectors and adapter solutions, as well as specialty products such as SN® Uniboot connectors and SN® shuttered adapters.

“As demand for VSFF connectivity continues to accelerate, it is paramount for the industry to have multiple sourcing options for critical connector technologies such as SN®,” said Phil Ward, Director of Strategic Marketing at SENKO Advanced Components.

Rising data center capex

Having a broader supply of VSFF network connectors is especially timely, as data centers are experiencing growth driven by demand for AI and cloud services.

A new Dell’Oro Group report revealed that the multi-year AI expansion cycle is projected to drive worldwide data center capex to $1.7 Trillion by 2030.

Hyperscale and neo cloud service providers, along with sovereign AI initiatives, are entering a new phase of infrastructure expansion.

Baron Fung, Senior Research Director at Dell’Oro Group, said the four US hyperscale cloud service providers—Amazon, Google, Meta, and Microsoft—have raised the combined data center capital expenditures to nearly $600 billion.

“Despite increased scrutiny around AI infrastructure returns, hyperscalers continue to invest aggressively, supported by large cash reserves and a long-term focus on market share,” he said. “This growth is being driven by the deployment of larger and more complex AI clusters, which are increasing demand for high-performance networking, storage, inference capacity, and advanced power and cooling infrastructure.”

While the Top 4 US hyperscalers are expected to account for about half of global data center capex by 2030, Dell’Oro’s emerging AI model builders and neo cloud service providers are projected to grow at significant rates.

Fung said that this second class of providers will tip the global data center capex “to approach $1 trillion in 2026, reaching a major industry milestone sooner than anticipated.”

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