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Amphenol benefits from AI infrastructure buildout due to high content per rack and diversified business model.
company, not a household name, a company called Amphenol, and that the ticker for that is AP. So this is a business that's very much focused on the physical layer of tech infrastructure quite literally.
So Amphenol designs and manufactures uh microscopic pins, precision plugs, uh high-speed copper cables. So this very unglamorous but essential hardware connectors that they sell to the enterprise server builders as well as auto manufacturers globally.
So they have a a diversified business outside of you know the AI and data center boom.