NYSE:JHX 7 October 2025

March 20, 2026, 12:55 PM EDT. Lumentum (LITE) and Amphenol (APH) are pivotal suppliers in AI data center infrastructure, benefiting from rising hyperscaler capital expenditure. Lumentum focuses on high-speed optical components such as Electro-absorption Modulated Laser chips and co-packaged optics, driving structural demand and robust revenue growth with a 65.5% year-over-year increase in Q2. Amphenol provides fiber and copper interconnects critical for shorter-range data transmission and power delivery, supported by its diversified portfolio across communications and industrial sectors. Lumentum's momentum is fueled by advancing 800G to 1.6T transceiver technology and a growing $400 million optical circuit switch backlog, pointing to strong future scalability. Amphenol's broad market reach offers insulation against sector volatility. Investors weigh scalability and economic potential as the data center architecture evolves, with Lumentum appearing positioned for substantial growth in the AI connectivity space.