APH · 10-Q · 2026Q3 · Full report

AI Infrastructure Demand

AMPHENOL CORP /DE/ · 2026-10-30 · Importance 23 · Surprise 24

AI-related applications were a particular source of strength in IT datacom, which recorded outsized organic growth. Communications Solutions also reported particular strength in AI-related applications in the industrial market in the third quarter. Interconnect and Sensor Systems likewise cited particular AI-related strength within IT datacom, while Harsh Environment Solutions reported strong IT datacom growth.

Key facts

• Communications Solutions growth in third-quarter 2026 included outsized organic growth in IT datacom and industrial, particularly AI-related applications, and strong mobile devices and automotive growth; communications networks declined organically. source
• Interconnect and Sensor Systems’ third-quarter 2026 growth included strong organic growth in IT datacom and industrial markets, particularly AI-related applications. source