Taiwanese cable and wiring maker Bizlink (貿聯-KY) posted its best quarter ever, driven by AI data centers — good news for investors riding the AI hardware buildout.

• Second-quarter profit per share hit a record high, up 45% from a year earlier, with revenue up 37%.
• The gains came from strong orders for data center and semiconductor equipment wiring, with the chip-equipment business jumping over 50% in a year.
• Its high-performance computing arm has now grown for ten straight quarters, with revenue up 67% from a year ago.
• Car and appliance businesses are recovering too, helped by a Mexican acquisition folded in during the quarter.
• The company is buying Interplex Datacom for $850 million in cash to push deeper into AI data center hardware, with the deal set to close later this year.

Outlook: Management expects high-performance computing to keep driving growth, and the Interplex deal should widen its slice of the AI hardware supply chain once it closes.