Five AI Infrastructure Companies Positioned to Capture Explosive Growth in the Generative AI Era

The global AI infrastructure market is experiencing unprecedented expansion as enterprises rush to build the computing backbone for generative AI. According to Bloomberg Intelligence, the generative AI market will grow to $1.3 trillion over the next 10 years from just $40 billion in 2022. More impressively, the International Data Corporation projects global AI spending will surge 31.9% annually from 2025 through 2029, reaching approximately $1.3 trillion by 2029—representing 26% of total global IT spending. This massive investment wave is creating extraordinary opportunities for the companies that build, manufacture, and maintain the infrastructure powering this transformation. Five select AI infrastructure companies have already delivered returns exceeding 45% in 2025 and maintain favorable growth indicators suggesting further appreciation ahead.

Hardware Connectivity: The Connectors and Storage Powering the AI Machine

Amphenol Corp. (APH) and Western Digital Corp. (WDC) form the hardware backbone of modern AI infrastructure companies. Amphenol, rated Zacks Rank #1 (Strong Buy), commands roughly 33% of the AI-powered data center interconnect market. The company supplies high-density, high-speed connectors and fiber-optic cable systems that are now mandatory for hyperscale data centers and 5G deployments. Beyond data centers, its solutions are driving growth across defense modernization, commercial aviation, industrial automation, and medical device markets. Amphenol’s expected revenue and earnings growth rates reach 41.5% and 59.8% respectively for the current year, with consensus earnings estimates improving 1.3% over the past month.

Western Digital (WDC), also carrying Zacks Rank #1 status, is experiencing surging demand from its cloud end-market segment, which accounts for 90% of revenue. The company has doubled shipments of its largest capacity drives (26TB CMR and 32TB UltraSMR models) and plans to introduce HAMR technology drives in the first half of 2027. WDC anticipates that generative AI adoption—which jumped from 33% in 2023 to 65% in 2024—will spark a massive device refresh cycle and drive storage demand across both traditional HDDs and newer SSD technology. For fiscal year 2026, WDC guides first-quarter revenues of $2.7 billion (±$100 million), representing 22% growth fueled by data center demand. The company expects revenue and earnings growth rates of -17.8% and 31.9% respectively for the current fiscal year, with consensus earnings estimates up 13.4% in the past two months.

Manufacturing at Scale: Engineering the Next Generation of AI Systems

Celestica Inc. (CLS) and Jabil Inc. (JBL) represent the manufacturing tier of ai infrastructure companies, converting demand into actual products at massive scale. Celestica, rated Zacks Rank #1, operates as one of the world’s largest electronics manufacturing services providers. The company is establishing market dominance in AI infrastructure by leading adoption of next-generation networking technology, particularly 800G and 400G Ethernet switches for hyperscaler networks. Per Grandview Research, the AI infrastructure market will reach $223.45 billion by 2030 at a 30.4% compound annual growth rate. Celestica is racing to expand its product portfolio to capture this opportunity, particularly in enterprise data communications, routers, switches, edge solutions, and server-storage infrastructure. The company projects revenue and earnings growth of 20.6% and 43% respectively for the current year, with consensus earnings estimates improving 9.9% in the past two months.

Jabil Inc. (JBL), rated Zacks Rank #2 (Buy), is one of the largest global electronics manufacturing services suppliers, serving customers across a dozen industry verticals. The company is experiencing strong momentum from AI data center infrastructure, capital equipment, and warehouse automation markets. JBL’s deliberate strategy—limiting any single product line to no more than 5% of operating income—creates natural diversification and resilience. Most significantly, the company is committing $500 million over several years to expand manufacturing capabilities specifically for the AI data center vertical, substantially strengthening its position in the AI hardware supply chain. With operations across 100 locations in 30 countries and an increasingly sophisticated AI and machine learning integration into its internal processes, JBL is well-positioned to scale production with evolving market dynamics. Expected revenue and earnings growth rates for the current year reach 6.1% and 17.8% respectively, with consensus earnings estimates improving 0.3% in the past two months.

Critical Support Infrastructure: The Unsung Heroes Behind AI Infrastructure Companies

Comfort Systems USA Inc. (FIX), rated Zacks Rank #1, serves an often-overlooked but absolutely critical function within the AI infrastructure ecosystem. As a national HVAC services provider operating in commercial and industrial markets, FIX is experiencing explosive growth from data center cooling demand. Advanced data centers require precision cooling systems—increasingly sophisticated liquid cooling and modular units—to maintain optimal performance. This emerging segment offers high-margin opportunities and is attracting significant acquisition activity as traditional HVAC firms recognize the niche. FIX’s expected revenue and earnings growth rates reach 13.9% and 44.1% respectively for the current year, with consensus earnings estimates improving 10.8% in the past two months.

The Convergence: Why These AI Infrastructure Companies Command Market Premium Valuations

What unites these five different business models is their position in the critical path of AI infrastructure investment. Whether supplying connectivity solutions, manufacturing compute modules, or providing essential cooling and support services, each company within this set of AI infrastructure companies benefits from the same powerful tailwinds: explosive AI adoption, hyperscale data center expansion, and the transition to next-generation computing infrastructure. The consensus view among Zacks analysts reflects that these companies, despite already delivering strong 2025 returns, maintain favorable growth momentum indicators suggesting additional upside potential in the near to medium term. For investors seeking exposure to the infrastructure beneficiaries of the generative AI wave, these five representatives span the complete value chain—making them compelling holdings for those betting on AI infrastructure companies to remain essential investment vehicles throughout this decade.