# Vertiv and Amphenol Expand AI Infrastructure Footprint as Data Center Demand Surges

- URL: https://stocks.freetheai.org/news/vertiv-and-amphenol-expand-ai-infrastructure-footprint-as-data-center-demand-f98fe1
- Published: 2026-10-14T13:42:00Z
- Category: company_news; sentiment: mixed; impact: medium
- Symbols: [NYSE:VRT](https://stocks.freetheai.org/symbols/NYSE-VRT), [NYSE:APH](https://stocks.freetheai.org/symbols/NYSE-APH)
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Demand for artificial intelligence infrastructure is driving significant growth for equipment suppliers Vertiv Holdings Co. (VRT) and Amphenol Corporation (APH). In the second quarter of 2026, Vertiv recorded a 24% year-over-year increase in net sales, alongside an adjusted operating margin of 22.6%. Meanwhile, Amphenol saw sales in its IT datacom segment soar 89% year over year, with the division representing 43% of its total quarterly sales.

Both companies are expanding their capabilities through acquisitions to capture rising data center investments. Vertiv recently added ThermoKey and Strategic Thermal Labs to enhance its thermal management and direct-to-chip cooling portfolio, contributing 5% to revenue growth. Amphenol acquired CommScope Connectivity and Cable Solutions, raising its expected 2026 revenue contribution from the acquisition to $4.6 billion. Over the trailing 12-month period, shares of Amphenol have gained 36.8%, outperforming Vertiv's 31.5% advance, supported by Amphenol's broader end-market diversification.

Looking ahead to the third quarter of 2026, Vertiv projects net sales between $3.65 billion and $3.85 billion with adjusted operating margins reaching 24% to 25%. Amphenol anticipates third-quarter sales of $9.3 billion to $9.4 billion, representing annual growth of 50% to 52%. Investors will watch how both companies navigate ongoing headwinds, including Vertiv's project timing shifts, supply-chain congestion, and trade tariff volatility.

## Key points

- Vertiv reported 24% year-over-year net sales growth in Q2 2026, boosted by 29% growth in both the Americas and APAC regions.
- Amphenol Q2 2026 IT datacom sales surged 89% year-over-year, accounting for 43% of total revenue.
- Vertiv expects Q3 2026 net sales between $3.65 billion and $3.85 billion, with adjusted operating margins of 24% to 25%.
- Amphenol projects Q3 2026 revenues of $9.3 billion to $9.4 billion, representing 50% to 52% year-over-year growth.
- Over the past 12 months, Amphenol shares gained 36.8% compared to a 31.5% rise for Vertiv.

## Questions and answers

### What were Vertiv and Amphenol sales growth figures for Q2 2026?

Vertiv net sales grew 24% year-over-year in Q2 2026. Amphenol saw its largest segment, IT datacom, jump 89% year-over-year, driving strong overall performance.

### What are the revenue forecasts for Vertiv and Amphenol in Q3 2026?

Vertiv expects Q3 2026 net sales between $3.65 billion and $3.85 billion. Amphenol projects Q3 2026 revenue of $9.3 billion to $9.4 billion, representing 50% to 52% year-over-year growth.

### What headwinds is Vertiv facing despite strong AI demand?

Vertiv faces challenges related to multiphase project execution timing shifts, supply-chain congestion, and trade policy tariff fluctuations.