APH · News · 20260729N

AI Infrastructure Demand

AMPHENOL CORP /DE/ · 2026-07-29 · Importance 26 · Surprise 24

Amphenol reported record second-quarter 2026 sales of approximately $8.8 billion, up 55% year over year in U.S. dollars and 30% organically. Demand for artificial-intelligence infrastructure was a primary growth driver, while most other end markets also showed broad strength. The IT datacom market delivered exceptional organic growth, reinforcing Amphenol’s positioning as a major interconnect supplier for AI data-center deployments.

Key facts

• Amphenol reported that demand for artificial-intelligence infrastructure, along with broad strength across most end markets, lifted results above the company's guidance range for the quarter. source