Amphenol may not be the first name that springs to mind when you think of artificial intelligence - but that's exactly what makes the story so exciting. The company is one of the hidden profiteers of the massive investment boom in data centers and AI infrastructure.
📦 What does Amphenol actually do?
Amphenol supplies essential hardware components such as:
- Point-to-point cables
- power distributors
- sensors
These products are indispensable for modern communication and data center infrastructure - and this is precisely where demand is currently exploding.
💥 Q2 figures: Growth like a start-up
- Turnover in the Communication Solutions division:
- USD 2.9 billion - a plus of 101 % compared to the previous year!
For a company that is almost 100 years old this is a remarkable figure.
🧠 CEO remains optimistic
While many investors fear that AI-driven growth could soon level off, CEO Richard Norwitt sees it differently:
"The demand we are seeing in our markets appears to be continuing to strengthen."
📈 Market reaction
- 5-day performance of the share:
+2,05 %
🧾 Conclusion
Amphenol is a classic example of a "picks and shovels" profiteer of the AI age: not the software, but the infrastructure behind it.
Those who focus on long-term trends such as cloud, AI and data processing should have this name on their radar.
My YouTube channel for more stock analysis: www.youtube.com/@Verstehdieaktie
