TE Connectivity plc
TELQ3 2022Estimated2% AI
AI Revenue %
2%
AI Fair Value
$541.2M
AI Revenue (Q)
$81.9M
Total Revenue (Q)
$4.1B
Source: SEC EDGAR 10-Q Filing
View 10-Q on SEC.govAnalysis
TEL reports 'Data and devices' sub-segment within Communications Solutions at $425M on total net sales of $4,097M (10.4% of total). This sub-segment covers data center connectors, networking equipment, and wireless infrastructure. In mid-2022, AI-specific data center demand (GPU interconnects, high-speed AI cluster connectors) was nascent. Conservatively estimating ~20% of Data & devices revenue served AI workloads: $425M x 0.20 = $85M AI revenue / $4,097M total = 2.1%, 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 ($425M)Communications Solutions segment ($671M)
Confidence Tier
EstimatedNo direct AI revenue disclosure — estimated from product mix