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12:30
Aug 04 ◎
David A. Zapico President & Chief Executive Officer, AMETEK, Inc. AME Q2 FY26 call
Data center hyperscalers are buying RTDS simulators to de-risk power profiles, indicating accelerated investment in behind-the-meter electricity infrastructure alongside AI clusters. — This points to a surge in on-site power generation and grid simulation needs, with RTDS (a TEL company) directly benefiting.
TEL
HIGH

About TEL Analyst Coverage

Buzzberg tracks TEL (TE Connectivity) across 1 sources. 0 bullish vs 0 bearish calls from 1 analysts. Sentiment: evenly split. 1 total trade idea tracked. Latest voices: David A. Zapico.