BRIEFINGS · Chips and AI hardware
Amphenol reports record sales of $8.8 billion as AI products drive datacom growth
Amphenol reported record sales of $8.8 billion, up 55%, with IT datacom growth driven by AI products, and record orders of $10.7 billion.
On 29 July 2026 Amphenol, a connector maker, reported record second-quarter sales of $8.8 billion, up 55% (30% organic), and record orders of $10.7 billion. Its CEO, R. Adam Norwitt, said on the call that IT datacom sales rose 22% from the first quarter and that virtually all of that growth came from AI products. Sales include the CommScope acquisition (Amphenol SEC filing and call).
Why we file it. A connector maker says AI products drove its fastest growth.
How we read it. Record orders, but the release itself does not name AI.
Why it matters to you: every AI server is full of cables and connectors, and this firm makes many of them.
What this doesn't prove
Company figures: sales include the CommScope acquisition, and the release itself does not name AI.
Next fixture
- Whether orders and IT datacom sales keep rising.
Sources
- Amphenol Reports Record Q2 2026 Results29 July 2026
- Amphenol Q2 2026 call transcript29 July 2026
Every figure above comes from these sources. Every briefing is checked against its sources before it publishes. Nothing here is a recommendation to buy or sell anything, and this is not investment advice. See the disclosures.
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