Amphenol
Connectors and cable assemblies in every server, switch and rack.
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Quotes are delayed/indicative; research only, never investment advice.
Amphenol's high-speed connectors, backplanes and cable assemblies are the physical joints of AI hardware — the NVLink backplane in a GB200 rack alone carries thousands of its contacts. A diversified giant with a large and growing AI attach.
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Record reviewed as of 2026-01-15 — see Methodology.