What does Western Digital sell that ties to AI?

Western Digital sells high-capacity HDDs for data center drives and platforms, keeping AI training data and models online.

What is Celestica's connection to AI infrastructure?

Celestica's Connectivity & Cloud Solutions segment builds rack-scale platforms and server systems for hyperscalers, including the Helios platform developed with AMD.

How many AI infrastructure companies are in the full screen?

The article mentions the full screen surfaced 52 more AI infrastructure companies, in addition to the three highlighted.

AI Stocks & MarketsAI Business & IndustryYahoo Finance AISep 2, 2026Sep 2, 2026, 10:00 JST

3 AI Infrastructure Stocks With 18%+ Earnings Growth

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3 Key Points

What happened
Western Digital and Celestica are highlighted among three AI infrastructure stocks with at least 18% earnings growth. Western Digital generates about US$12.9b in revenue from HDDs, and Celestica's Connectivity & Cloud Solutions segment brings in about US$12.3b.
Why it matters
Both companies supply the physical backbone of AI—high-capacity storage and rack-scale servers for hyperscale data centers. Their strong margins and free cash flow allow investment in next-gen products like 40TB-plus drives, but the cyclical hardware market poses pricing risks.
What to watch
Western Digital is valued at around US$162.4b, and Celestica at about CA$47.8b. The article's full screen surfaced 52 more AI infrastructure companies, inviting investors to explore them via the AI Infrastructure Stocks screener.

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Context & Analysis

The article frames AI investment through physical infrastructure rather than software. Western Digital and Celestica both supply hardware essential for data centers, which are part of the AI build-out. Bond market volatility raises borrowing costs, potentially affecting capital-intensive projects, but strong margins and cash flow may help these companies invest in next-generation products. The cyclical nature of hardware markets means pricing and profitability can shift with supply discipline and AI capital expenditure cycles. The article offers a screening tool for investors to identify more companies in this theme, suggesting the three highlighted are just a starting point.

FAQ

What does Western Digital sell that ties to AI?: Western Digital sells high-capacity HDDs for data center drives and platforms, keeping AI training data and models online.
What is Celestica's connection to AI infrastructure?: Celestica's Connectivity & Cloud Solutions segment builds rack-scale platforms and server systems for hyperscalers, including the Helios platform developed with AMD.
How many AI infrastructure companies are in the full screen?: The article mentions the full screen surfaced 52 more AI infrastructure companies, in addition to the three highlighted.

Yahoo Finance AIRead Original Article

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