# Who are Amphenol's customers? Who does Amphenol earn revenue from?
Canonical: https://valuechain.wiki/amphenol · Facet: customers · Updated: 2026-07-12T05:22:19.481246+00:00 · Source: ValueChain.wiki (cited money-flow graph)

**Citable summary**: Amphenol's confirmed revenue counterparties include NVIDIA, Dell, Foxconn plus 1 undisclosed/aggregate relationship. Per the valuechain.wiki graph: 4 revenue edges, backed by 4 dated sources, 1 of them primary filings (as of 2026-07-12).

### 서버 ODM·통신 (커넥터) (high)
- metric: Revenue $3.309 · Q3-2025 · Communications Solutions segment net sales, Q3 2025 (+96% YoY, +75% organic)
- note: Supplies connectors and cables to server ODMs and telecom equipment. Communications Solutions segment net sales reached $3,309M in Q3 2025 (+96% YoY, +75% organic) on surging AI-infrastructure demand, and the IT datacom market grew +128% to make up 37% of total sales (Amphenol does not disclose individual customer names).
- [confirms] Yahoo Finance (EN, news, published 2026-01-01) https://finance.yahoo.com/news/amphenol-corporation-strong-ai-powered-130121095.html: "Q3 sales $6.194B (+53%); Communications Solutions +96%; IT datacom +128%, led by AI infrastructure."
- [confirms] SEC EDGAR (EN, filing, published 2025-10-24) https://www.sec.gov/Archives/edgar/data/820313/000110465925102142/aph-20250930x10q.htm: "Communications Solutions segment net sales ~$3,309M in Q3 2025 (total net sales $6,194M, +53%)."
- [confirms] The Motley Fool (EN, research, published 2025-10-22) https://www.fool.com/earnings/call-transcripts/2025/10/22/amphenol-aph-q3-2025-earnings-call-transcript/: "CEO: IT datacom sales grew +128% (USD and organic) on accelerating AI-application demand; 37% of total sales."

### NVIDIA (high)  → /nvidia.md
- note: Supplies NVIDIA GB200 NVL72 copper cable cartridges and interconnect (~$100-120k per system, widely reported) — Amphenol discloses no customer names, but its GB200 interconnect supply is broadly corroborated.
- [mentions] BeyondSPX (EN, research, published 2026-01-01) https://everyticker.com/quote/APH/analysis/amphenol-s-ai-interconnect-revolution-how-decentralized-execution-builds-a-structural-moat-nyse-aph: "NVIDIA GB200 NVL72 copper cable cartridges/interconnect supply (aggregator analysis)."
- [mentions] SEC EDGAR (EN, filing, published 2025-10-24) https://www.sec.gov/Archives/edgar/data/820313/000110465925102142/aph-20250930x10q.htm: "AI-interconnect demand drove IT datacom +128% (no individual customers disclosed)."

### Dell (mid)  → /dell.md
- note: Supplies connectors and interconnect to Dell AI servers — broad exposure that also covers finished-server brands without betting on a single winner. Amphenol discloses no individual customer names, so naming 'Dell' is third-party-sourced; only segment-level AI-interconnect demand is officially confirmed (IT datacom +128%, 37% of sales).
- [mentions] BeyondSPX (EN, research, published 2026-01-01) https://everyticker.com/quote/APH/analysis/amphenol-s-ai-interconnect-revolution-how-decentralized-execution-builds-a-structural-moat-nyse-aph: "Connectors to Dell AI servers (aggregator analysis; not disclosed by Amphenol)."
- [mentions] SEC EDGAR (EN, filing, published 2025-10-24) https://www.sec.gov/Archives/edgar/data/820313/000110465925102142/aph-20250930x10q.htm: "Segment-level confirmation: IT datacom +128%, 37% of sales (no individual customers disclosed)."

### Foxconn (mid)  → /foxconn.md
- note: Supplies AI-server connectors and cables to server ODM Foxconn — even as finished racks pass through Foxconn, the interconnect depends on Amphenol. Amphenol discloses no individual customer names, so naming 'Foxconn' is third-party-sourced; only segment-level demand is officially confirmed (IT datacom +128%, 37% of sales).
- [mentions] BeyondSPX (EN, research, published 2026-01-01) https://everyticker.com/quote/APH/analysis/amphenol-s-ai-interconnect-revolution-how-decentralized-execution-builds-a-structural-moat-nyse-aph: "Connectors/cables to server ODMs (aggregator analysis; not disclosed by Amphenol)."
- [mentions] SEC EDGAR (EN, filing, published 2025-10-24) https://www.sec.gov/Archives/edgar/data/820313/000110465925102142/aph-20250930x10q.htm: "Segment-level confirmation: IT datacom +128%, 37% of sales (no individual customers disclosed)."

Reverse side: https://valuechain.wiki/amphenol/suppliers.md · Ripple: https://valuechain.wiki/amphenol/ripple.md

---
Full node: https://valuechain.wiki/amphenol.md · JSON: https://valuechain.wiki/amphenol.json