TE Connectivity plc
TELQ1 2023Estimated2% AI
AI Revenue %
2%
AI Fair Value
$574.6M
AI Revenue (Q)
$83.2M
Total Revenue (Q)
$4.2B
Source: SEC EDGAR 10-Q Filing
View 10-Q on SEC.govAnalysis
Data & devices sub-segment revenue = $329M on total net sales of $3,841M (8.6% of total). Data & devices declined 7.6% YoY reflecting a broader data center spending pause. AI workloads were just beginning to inflect (ChatGPT launched Nov 2022). Conservative 20% AI share of Data & devices: $329M x 0.20 = $66M / $3,841M = 1.7%, rounded to 2%.
Analyzed by claude-opus-4-6
AI Products Identified (Ring 1)
High-speed data center connectorsNetworking equipment connectorsServer power connectors
AI-Enabled Items (Ring 2 — Not Counted)
These items use AI but are not counted in the AI revenue estimate because they primarily serve non-AI functions.
Data and devices sub-segment ($329M)Communications Solutions segment ($522M)
Confidence Tier
EstimatedNo direct AI revenue disclosure — estimated from product mix