TE Connectivity plc
TELQ2 2025Estimated6% AI
AI Revenue %
6%
AI Fair Value
$2.0B
AI Revenue (Q)
$467.9M
Total Revenue (Q)
$7.8B
Source: SEC EDGAR 10-Q Filing
View 10-Q on SEC.govAnalysis
Digital data networks = $482M on total net sales of $4,143M (11.6%). DDN grew 76.6% YoY (vs $273M recast in Q2 FY2024), accelerating sharply. Industrial Solutions grew 17.2% with DDN being the primary driver. The filing states growth driven by 'digital data networks, energy, and aerospace, defense, and marine end markets.' The explosive DDN growth is clearly AI-driven as hyperscalers expand GPU clusters. Estimating ~50% AI share of DDN: $482M x 0.50 = $241M / $4,143M = 5.8%, rounded to 6%.
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 solutionsOptical transceiver connectorsNext-gen switch 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.
Digital data networks sub-segment ($482M)Industrial Solutions segment ($1,829M)
Confidence Tier
EstimatedNo direct AI revenue disclosure — estimated from product mix