TE Connectivity plc
TELQ2 2024Estimated3% AI
AI Revenue %
3%
AI Fair Value
$898.3M
AI Revenue (Q)
$119.4M
Total Revenue (Q)
$4.0B
Source: SEC EDGAR 10-Q Filing
View 10-Q on SEC.govAnalysis
Using recast FY2025 segment structure, Q2 FY2024 Digital data networks = $273M on total net sales of $3,967M (6.9%). AI data center demand continued building through early 2024. Estimating ~35% AI share of Digital data networks: $273M x 0.35 = $96M / $3,967M = 2.4%, 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 ($273M recast)Industrial Solutions segment ($1,560M recast)
Confidence Tier
EstimatedNo direct AI revenue disclosure — estimated from product mix