Amphenol: High-Performance Interconnects for the AI Ecosystem

Amphenol’s interconnects and networking solutions power AI/ML applications with Nvidia as a lead partner. The company’s 12VHPWR PCIe 5.0 power connector was able to eliminate the need for three power connectors with a single power connector. Although Amphenol has benefited from its partnership with Nvidia, this partnership is in flux as Nvidia seeks to lower power requirements and sidestep thermal management issues with the GB200s and B200s. This past quarter, information technology and data center (IT datacom) revenues surged 76% YoY in Q4 2024, accounting for 27% of total revenue.

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