Key Takeaways Vertiv benefits from AI-led demand, with organic orders up 21% and backlog rising 30% year over year. APH posted 128% year-over-year IT datacom sales growth in Q3 2025, driven by AI and datacom demand. Amphenol expects IT datacom sales to more than double in 2025 on strong AI-related momentum. Vertiv (VRT) and Amphenol (APH) are major players in the AI and data center infrastructure market, supplying critical power, cooling, and connectivity solutions used in hyperscale and enterprise data cen ...