APH · News · 20260917N

AI Infrastructure Demand

AMPHENOL CORP /DE/ · 2026-09-17 · Importance 23 · Surprise 24

Amphenol is benefiting from AI-driven growth in the IT datacom market. The company is reported to have record orders, indicating strong demand from datacom customers and AI infrastructure deployments. The report characterizes Amphenol’s order momentum as stronger than nVent Electric’s in the electrical infrastructure comparison.