Key Takeaways Amphenols' IT datacom unit surged in Q3 2025, becoming its largest end market with triple-digit growth.APH benefits from high-speed, high-power interconnect demand tied to AI servers, racks and data centers.nVent Electric faces margin pressure from tariffs and inflation despite strong AI-driven order growth.nVent Electric (NVT) and Amphenol (APH) are two key players in the electrical equipment and connectivity industry. They benefit from growing demand for data centers, electrification, and in ...