What Amphenol makes for data centers
public · HQ Wallingford, US · 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
Snapshot 2026-08-28T02:17:39Z — 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 |
Disclosed customers
| Customer | % | Metric | Period | Filing |
|---|---|---|---|---|
| one customer | 10% | revenue | 2025-12-31 | 10-K |
Verification: enriched, last verified 2026-08-27. Sources: amphenol-industrial.com · www.fool.com.· Markdown · JSON