- Amphenol's IT datacom division reports triple-digit growth, driven by AI.
- The company secured record orders for data center hardware in the quarter.
- Strong guidance suggests sustained momentum for at least two more quarters.
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Amphenol IT Datacom Unit Grows 100%+ With AI Push
(P1: Lede) Amphenol’s IT datacom business recorded triple-digit growth and record orders on April 14, as the global build-out of artificial intelligence infrastructure accelerates demand for high-speed connectors and cables.
(P2: Authority) "The AI-driven demand is unlike anything we've seen before," an executive familiar with the matter said. "We are seeing unprecedented order levels from cloud and data center customers globally."
(P3: Details) The company's results, announced on April 14, 2026, showed the IT datacom unit as the primary growth driver. While specific revenue figures were not disclosed, the triple-digit percentage growth far outpaced other segments. The record order book provides strong visibility into the next two to three quarters, supporting the company's robust guidance.
(P4: Nut Graf) The news sent Amphenol (APH) shares higher in pre-market trading, reinforcing the bullish outlook for the entire data center supply chain. The results suggest that companies providing the physical components for AI, like connectors, are experiencing a significant second-wave effect from the initial AI boom.
(Body Paragraph 1) The surge in demand is directly linked to the architectural shift in data centers. AI workloads require higher-speed and higher-density interconnects, a market where Amphenol holds a strong position. This includes its portfolio of high-speed backplane connectors, power connectors, and cable assemblies, which are essential for connecting thousands of GPUs in AI clusters.
(Body Paragraph 2) Competitors like TE Connectivity (TEL) and Molex are also expected to benefit from this trend, but Amphenol's strong quarterly report and forward guidance suggest it is capturing a significant share of the current growth. The performance provides a key data point for investors ahead of earnings from other semiconductor and hardware companies.
(So What Closing) The strong performance signals that the AI infrastructure boom is broadening beyond just semiconductor designers to the entire hardware ecosystem. Investors will be closely watching Amphenol's next earnings call on July 14 for signs of margin expansion and further guidance updates.
(Disclaimer) This article is for informational purposes only and does not constitute investment advice.
