AI-Driven Datacom Growth Powers Amphenol: Is the Trend Durable?

Key Takeaways Amphenol's IT datacom segment carried triple-digit organic growth driven by AI data center demand.Record bookings and a strong book-to-bill signal multi-quarter AI capacity planning and revenue visibility.The CommScope CCS acquisition expands Amphenol's portfolio as datacom becomes a larger revenue driver.Amphenol’s (APH) AI-driven datacom momentum is transforming its growth profile, with recent fourth-quarter results indicating a capacity-driven infrastructure shift rather than a short-term s ...