RE:Mellanox New 200G and 400G Cables
Here isd a list of their products and prices. All passiive copper nd many sub $100.
If you go to the site a sales person offers to answer questons. Is this the potential compition Canaccord was talking abot? Not good,
https://store.mellanox.com/categories/interconnect.html?utm_source=mellanox_main&utm_medium=referral&utm_campaign=icms-en&sort=bestselling&page=2