---
title: "Amphenol Corporation (APH) is seeing explosive growth fueled by AI data center demand"
type: "News"
locale: "en"
url: "https://longbridge.com/en/news/279966647.md"
description: "Ironvine Capital Partners, an investment management company, released its Q4 2025 investor letter. A copy of the letter can be downloaded here. Ironvine Capital Partners emphasized in its latest investor letter that long-term equity returns are ultimately driven by underlying earnings growth, noting that businesses held across its portfolios increased earnings between 12% and 16% […]"
datetime: "2026-03-20T15:23:16.000Z"
locales:
  - [zh-CN](https://longbridge.com/zh-CN/news/279966647.md)
  - [en](https://longbridge.com/en/news/279966647.md)
  - [zh-HK](https://longbridge.com/zh-HK/news/279966647.md)
---

# Amphenol Corporation (APH) is seeing explosive growth fueled by AI data center demand

Ironvine Capital Partners, an investment management company, released its Q4 2025 investor letter. A copy of the letter can be downloaded here. Ironvine Capital Partners emphasized in its latest investor letter that long-term equity returns are ultimately driven by underlying earnings growth, noting that businesses held across its portfolios increased earnings between 12% and 16% \[…\]

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