What Amphenol makes for data centers
public · HQ Wallingford, United States · amphenol.com
Amphenol makes copper interconnect used inside and between AI server racks: DAC, ACC and AEC cables, NVLink backplane and spine cartridges, board-level connectors and sockets, OSFP/QSFP cages, and in-rack busbar and power-whip assemblies, sold through its IT Datacom market category.
Listing
US exchanges (NYSE/Nasdaq): APH· 74.09 USD +1.41% · mkt cap 182.7B USD
Snapshot 2026-10-25T10:41:17Z — nightly, not real-time.· Chart on TradingView ↗
Exposure
5 parts across 2 layers
Q2 2026 earnings call: "The IT datacom market represented 43% of our sales in the quarter... growing 89% in U.S. dollars," attributed primarily to AI demand (CEO remarks, July 2026).
Parts, by layer
Layer 3 — Networking & interconnect
| Part | Role | Confidence | Competitors | Note |
|---|---|---|---|---|
| Copper: DAC / ACC / AEC cables | manufacturer | inferred | Bizlink, Credo, Foxconn Interconnect, Luxshare, TE Connectivity, Volex | |
| NVLink copper spine / backplane cartridges | manufacturer | reported | Bizlink, Foxconn Interconnect, Luxshare, TE Connectivity |
Layer 4 — Servers, racks & integration
| Part | Role | Confidence | Competitors | Note |
|---|---|---|---|---|
| Board-level connectors & sockets | manufacturer | inferred | Aces, Bizlink, Foxconn Interconnect, Hirose, JAE, Lotes | |
| In-rack busbar & power whips | manufacturer | reported | Schneider Electric, Bizlink, Delta Electronics, Eaton, Lite-On | |
| OSFP/QSFP cages | manufacturer | inferred | TE Connectivity, Molex |
Where Amphenol sits in the stack
Amphenol's placements in this catalog cover 5 parts, from layer 3 (networking & interconnect) to layer 4 (servers, racks & integration). None of them currently carries a sourced supply constraint tag. Across these parts it overlaps with other companies most often on the lines below.
What these parts are
- Copper: DAC / ACC / AEC cables — High-speed copper cable assemblies — DAC, ACC, and AEC types — that link GPUs, NICs, and switches over short distances as a lower-cost alternative to optical transceivers.
- NVLink copper spine / backplane cartridges — The copper cable assemblies and backplane cartridges that physically wire the scale-up fabric together inside a rack, most visible in Nvidia's NVL72 architecture.
- Board-level connectors & sockets — The physical connectors — CPU and GPU sockets, board-to-board and cable connectors, and I/O cages — that link chips, trays and cables together on and between boards.
- OSFP/QSFP cages — The metal cages mounted on switch and NIC boards that mechanically receive and shield pluggable OSFP or QSFP optical and copper transceiver modules.
- In-rack busbar & power whips — The high-current busbar and cabling that carries power from the rack's power shelves to each tray, including Nvidia's specified ±48 V / 1,400 A busbar used in rack-scale liquid-cooled systems.
Closest peers in this catalog
Seen in real machines
Amphenol is named in 1 of the rack teardowns and supercomputer breakdowns on this site. Each line below is a piece of that machine.
- Nvidia GB300 NVL72 · rack teardown
- NVLink copper spine and backplane cartridges (~5,000 cables)*
- Sockets and board connectors
- DAC / ACC / AEC cables
Latest feed
- FIT wins Amphenol patent license, expands AI interconnect push — DigiTimes, 2026-09-08Foxconn Interconnect Technology secured a patent license from Amphenol to advance high-speed backplane connector solutions for the AI era.
Questions about Amphenol
- What does Amphenol make for AI data centers?
- This catalog places Amphenol on 5 parts: Copper: DAC / ACC / AEC cables (manufacturer), NVLink copper spine / backplane cartridges (manufacturer), Board-level connectors & sockets (manufacturer), In-rack busbar & power whips (manufacturer) and OSFP/QSFP cages (manufacturer).
- Is Amphenol publicly traded?
- Yes — Amphenol is listed on US exchanges (NYSE/Nasdaq) under APH. Prices shown on this page are a nightly snapshot, not real-time, and nothing here is investment advice.
- Where is Amphenol based?
- Wallingford, United States, per the company record in this catalog.
- Who else makes copper: DAC / ACC / AEC cables for AI data centers?
- Bizlink, Credo, Foxconn Interconnect, Luxshare, TE Connectivity and Volex are also placed on Copper: DAC / ACC / AEC cables in this catalog.
- How well sourced are these placements?
- Every part→company placement carries a confidence tag. For Amphenol the mix is 2 reported and 3 inferred. "disclosed" means the company or a filing says so; "reported" comes from trade press or a reference-design list; "inferred" is a lead from the taxonomy with no citation yet. Treat reported and inferred as leads, not facts.
Answers are generated from this catalog's own rows — see sources & method.
Verification: enriched, last verified 2026-08-27. Sources: amphenol-industrial.com · www.fool.com.· Markdown · JSON