Why Nvidia's Next Moves Matter For Amphenol, Dell, Super Micro
1. NVIDIA's GTC 2025 will reveal new AI hardware innovations. 2. Analysts view potential winners among suppliers like Amphenol Corp. 3. Next-gen GPUs will increase demand for power and cooling solutions. 4. Amphenol expected to benefit as connectivity shifts towards copper. 5. GTC may shift investor sentiment regarding AI supply chain stocks.