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APH · Amphenol Corporation · Tenji

Electronic Components

APH

Amphenol Corporation

Date

Aug 15

News

US AI Alliance Push Forces Emerging-Market Cloud Buildout—Long US Hyperscaler Infrastructure Suppliers

US geopolitical pressure to build a US-aligned AI bloc forces dozens of nations to adopt American AI infrastructure. The obvious trade (long Nvidia, long cloud hyperscalers) is priced. The non-obvious trade is long mid-cap US networking and data center infrastructure suppliers who will fulfill the sovereign procurement wave over 2-4 years.

Good for ↑ANETVRT

Jul 8

News

Nvidia's stock slide does not stop the data center build-out that pays Vertiv, Amphenol and Corning

Many read Nvidia's $1T fall in market value as a sign of fading AI demand. But the big cloud companies' spending plans run for years and are already signed. Makers of data center cooling and power gear get paid per AI chip installed, not on Nvidia's share price.

Good for ↑VRTAPH

APH

EconoTimes·Aug 16

GLW

Bloomberg·Jul 8

Technology