TE Connectivity plc
TELQ1 2024Estimated3% AI
AI Revenue %
3%
AI Fair Value
$825.3M
AI Revenue (Q)
$119.0M
Total Revenue (Q)
$4.0B
Source: SEC EDGAR 10-Q Filing
View 10-Q on SEC.govAnalysis
Using the recast FY2025 segment structure (where Data & devices became 'Digital data networks' in Industrial Solutions), Q1 FY2024 Digital data networks = $279M on total net sales of $3,831M (7.3%). By late 2023, AI data center connector demand was inflecting sharply as hyperscalers accelerated GPU cluster buildouts. TEL's high-speed connectors for 800G and emerging 1.6T networking were gaining traction. Estimating ~35% of Digital data networks revenue served AI workloads: $279M x 0.35 = $98M / $3,831M = 2.6%, rounded to 3%.
Analyzed by claude-opus-4-6
AI Products Identified (Ring 1)
High-speed data center connectors (800G/1.6T)GPU-to-GPU interconnect connectorsAI server power connectorsThermal management solutions
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.
Digital data networks sub-segment ($279M recast)Industrial Solutions segment ($1,438M recast)
Confidence Tier
EstimatedNo direct AI revenue disclosure — estimated from product mix