COMPANIES · AI CHIPS & NETWORKING
Amphenol
In the AI Economy Index: Major, 0.71% (as of 2 October 2026)
Amphenol designs and makes electrical, electronic and fiber-optic connectors, cables, antennas and sensors used in almost every kind of electronic equipment.
Amphenol designs and makes electrical, electronic and fiber-optic connectors, cables, antennas and sensors used in almost every kind of electronic equipment.
AI server racks need very large numbers of high-speed copper and fiber connections between chips, boards and racks, and Amphenol supplies interconnect components for NVIDIA's AI systems. It reported exceptional growth in its IT datacom market in 2026, though it also serves automotive, defense, industrial and mobile markets.
Equipment makers across IT datacom, communications, automotive, industrial, defense and mobile markets pay it for connectors, cables and sensors.
United States (Wallingford, Connecticut)
AI chips and networking. The companies designing the processors, accelerators and networking equipment that do the actual computing behind AI, including GPUs like NVIDIA's, and the high-speed connections that link thousands of them together.
Connections (3)
Every connection below is tied to a readable source, date, classification and statement of its limits. A company source establishes what that company stated; it does not necessarily provide independent confirmation.
Current relationships (1)
Source: 2024-06-02 · reviewed 2026-09-26
Evidence: Primary-source statement · Reported operating (as of June 2024)
Limits: A June 2024 supporting quote; does not name the specific components, volumes, revenue share or exclusivity, or confirm that supply continues today.
Computer Industry Joins NVIDIA to Build AI Factories and Data Centers for the Next Industrial Revolution ↗Dated or announced (1)
Source: 2025-04-01 · reviewed 2026-10-02
Evidence: Primary-source statement · Announced; not confirmed operating
Limits: Product introduction at a trade show; does not establish volume shipments, customers or revenue. Semtech later said FY2026 CopperEdge revenue would fall below its earlier $50 million floor case.
Amphenol Communications Solutions (ACS) and Semtech Introduce 1.6T Active Copper Cable at OFC 2025 ↗Comparisons (1)
Source: 2025-11-10 · reviewed 2026-09-26
Evidence: Analytical comparison · Product/market overlap
Limits: Identifies overlapping markets only; does not establish relative market share, head-to-head wins, or that they compete for the same AI data-center products.
TE Connectivity plc Form 10-K for fiscal year ended September 26, 2025 ↗Amphenol Reports Record Second Quarter 2026 Results ↗
Reviewed
Inclusion in this database is not an endorsement of a company or its securities. Nothing here is a recommendation to buy or sell anything, and none of it is individualized investment advice. See the disclosures. Data: AI Map v3.25.45, released .