Does Amphenol’s (APH) AI-Driven Design Wins Reshape Its Investment Narrative?
Amphenol reported strong second-quarter results and an optimistic outlook for the third quarter, fueled by significant gains in AI-related product design, including contributions to NVIDIA’s Blackwell NVL platform expected to scale in late 2025. The company’s diversified presence in the connectivity and intelligence markets supports strong order growth and consolidates its position as a leading…