JPC Connectivity sees AI demand driving orders into 2027 as margins benefit from longer lead times

JPC Connectivity said demand tied to artificial intelligence infrastructure continued to strengthen in the second quarter of 2026, lifting orders for optical communications, high-speed transmission, and high-power products. The connector and cable maker said visibility now stretched into 2027, and in some cases into 2028, even as tight supply and longer lead times for key components continued to constrain near-term delivery.