Amphenol Poised to Ride AI Boom on Heels of Nvidia's Success
β Nvidia has seen huge stock growth fueled by AI chip demand, now one of world's most valuable companies β Other hardware companies like Micron, AMD, etc. also benefiting from AI boom
β Evercore ISI identifies Amphenol as overlooked company that could emulate Nvidia's success β Amphenol makes connectivity products used in Nvidia's new NVL72 GPU rack system
β NVL72 uses lots of Amphenol cables and interconnects, presents major revenue opportunity