op: upsert

sales_notes__c:
Evenly pace the leads

Maximum of 3 contacts per company

Using intent keywords on this campaign

NOTE 1:
Core Hyperscalers (Global Giants)

Company
Notes / Strengths
Amazon Web Services (AWS)
Widely considered the leader in public cloud, huge global presence, very broad service offerings. Data Center Knowledge+2gbc engineers+2
Microsoft Azure
Very strong in enterprise, hybrid cloud, AI investments; large global footprint. Data Center Knowledge+2gbc engineers+2
Google Cloud Platform (GCP)
Strong in data & analytics, AI / ML, global regions, etc. Data Center Knowledge+2Visual Capitalist+2
Alibaba Cloud
Major hyperscaler in China and Asia-Pacific; broadening globally. Data Centre Magazine+2Visual Capitalist+2
Oracle Cloud Infrastructure (OCI)
Growing hyperscaler in terms of global regions, AI / enterprise database workloads. WebAsha+2Data Centre Magazine+2
IBM Cloud
More enterprise / hybrid focus; not as dominant as AWS/Azure, but still major. Data Centre Magazine+1
Tencent Cloud
Big in China, expanding globally. Data Centre Magazine+2CloudZero+2
Other Strong or Specialized / Regional Hyperscalers

Company
Notes
Meta (Facebook / Instagram / WhatsApp etc.)
Runs huge internal infrastructure; also cloud-scale network / content delivery etc. Often counted among hyperscalers. Data Center Knowledge+2Data Centre Magazine+2
Apple
Runs large data center infrastructure (e.g. for iCloud, media services) though more limited service offering. Data Center Knowledge+1
Huawei Cloud
Significant presence, especially in China / Asia. Data Centre Magazine+1
Baidu
Another major Chinese cloud / Internet company with infrastructure. Data Center Knowledge+1
Tencent (beyond cloud)
As noted, Tencent’s cloud arm is a hyperscaler; also huge data centre operations more broadly. Data Centre Magazine+1

Who is Molex's competition for the same products for hyperscalers? _ Recently won account - Molex. Suggest looking at Molex's competition.

Direct Connector & Interconnect Competitors
These companies most directly compete with Molex across high-speed copper, fiber optics, board-to-board, and power connectors for hyperscaler infrastructure:
TE Connectivity – one of the largest global connector makers; strong in high-speed backplane, optical, and ruggedized solutions.
Amphenol – very strong in data center interconnects, copper and fiber cable assemblies, and backplane systems.
Samtec – high-speed board-to-board connectors, optical engines, and custom interconnects widely used in servers and networking.
Hirose Electric – Japanese company with strong precision connectors, especially high-density board connectors.
JAE (Japan Aviation Electronics) – high-performance connectors for data centers and telecom.
Fiber Optics & High-Speed Interconnect Specialists
Hyperscalers are scaling to 400G, 800G, and 1.6T — so optical interconnect providers compete with Molex’s optical portfolio:
Corning – fiber optic cabling and connectivity.
CommScope – fiber/copper infrastructure for hyperscale data centers.
Sumitomo Electric – optical fiber and cabling systems.
Furukawa Electric / OFS – fiber optics and cable assemblies.
Belden – cabling systems for networking and data centers.
Semiconductor-Adjacent / System-Level Rivals
Some chipmakers and system providers integrate interconnects into their solutions, overlapping with Molex:
Broadcom (through optical interconnects & transceivers) – for switch/AI interconnect ecosystems.
Intel (Silicon Photonics) – competing in optical module space, used by hyperscalers.
NVIDIA / Mellanox – networking and interconnect solutions for AI and HPC clusters.
Marvell – high-speed SerDes and interconnect silicon.
Cable Assembly & Rack-Level Competitors
Companies competing with Molex in custom assemblies, racks, and hyperscaler deployments:
Luxshare Precision (China) – fast-growing, key Apple supplier, also strong in cables/connectors for servers and networking.
Foxconn Interconnect Technology (FIT) – part of Foxconn, providing interconnects for data centers.
Rosenberger – RF and high-speed interconnects.
Radiall – high-performance connectors for telecom/defense, but increasingly relevant in high-speed data.
Niche / Emerging Competitors
Focused on hyperscaler and AI workloads:
Celestica – not just EMS, but designs custom interconnect and rack-level solutions.
Aptiv – traditionally automotive, but extending into high-speed connectivity solutions.
Leoni – power and data cabling for industrial/data center environments.

product2_name: Two Touch Engagement

product2_description: Provides qualified, permissioned leads who engaged with one asset and received a follow-up.

product2_product_category__c: Demand

pricing_model__c: CPL

layers__c: Intent;Custom Questions - Profiling