3 AI Infrastructure Stocks With Revenue Growth Over 22%

Global bond yields are surging, and long-term US Treasuries are touching levels not seen since 2004. Higher funding costs are pressuring rate-sensitive assets, yet the physical backbone of artificial intelligence, from power-hungry data halls to high-capacity networks, keeps drawing capital. That shift toward tangible infrastructure is where many investors are focusing their attention. This article highlights three AI infrastructure stocks from our screener that may be worth a closer look.

The three AI infrastructure stocks discussed below are just a sample. The full screen surfaced 81 more companies with equally compelling stories that are not covered in this article.

If you want to get straight to work, use the AI Infrastructure Stocks screener to identify, filter, and analyze the AI infrastructure plays that best match your own conviction and risk profile.

Ouster (OUST)

Ouster builds the sensing and perception gear that helps physical AI infrastructure actually see the world, using lidar and AI compute to power smart intersections, industrial automation and robotics that feed data into edge and urban data center networks.

Ouster generates about US$204.9 million from selling lidar sensor kits across automotive, industrial, robotics and smart infrastructure uses, with systems like Gemini and BlueCity linking hardware to AI workloads, and the stock carries a roughly US$2.8b market value.

For investors looking at the hardware behind AI data centers and smart cities, Ouster offers a focused exposure to the sensing layer that turns physical movement into machine readable information.

"Ouster is tapping into the massive Intelligent Transportation Systems (ITS) market with their Blue City traffic management solution, which could drive significant revenue growth as they expand deployments across the US, Europe, and Asia."

What really matters from here is how one pressure on its future profitability resolves as real world deployments scale up.

If that inflection point is what you are focused on, read the full narrative for Ouster to see how Ouster’s lidar story could accelerate beyond traffic management alone.

Everpure (P)

Everpure plugs directly into the AI infrastructure story, because its all flash arrays and Purity software handle the heavy data lifting behind large model training and analytics. This makes it a key storage supplier to data center buildouts rather than just another enterprise IT vendor.

Everpure generates about US$4.3b from computer storage devices and related software, and the stock is valued at roughly US$36.5b.

"The hyperscale design win. Everpure secured its first EXA-scale hyperscale customer in FY2026. The company expects hyperscale revenue to ramp materially in FY2027."

For investors tracking AI infrastructure, an important question is what happens if a relatively quiet shift in how enterprises buy and renew Everpure systems tilts long run cash generation.

That buying pattern shift is the crux, and the full narrative for Everpure explains how Everpure’s hyperscale wins, renewals, and risk factors could be quietly resetting its long term AI storage role.

Lumentum Holdings (LITE)

Lumentum Holdings is effectively wiring the AI buildout, supplying optical modules and photonic components that shuttle traffic between GPUs, servers, and networks inside heavily loaded data centers.

Lumentum generates about US$3b from its Integrated Enterprise segment and has a market value near US$84b, tying a single broad business line to global demand for cloud, AI/ML, telecom, consumer, and industrial photonics.

Lumentum provides exposure to the physical highways of AI, where optical modules link high density compute clusters and carry the data that training and inference workloads depend on.

"If training-cluster buildout peaks and inference networking does not fill the gap, revenue growth could decelerate sharply."

The key issue now is how one subtle shift in customer spending shapes the balance between AI driven demand, pricing, and long term cash generation.

That spending shift is the real hinge, and the full narrative for Lumentum Holdings lays out whether AI demand accelerates past any training peak or masks deeper pressure on Lumentum Holdings.

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This article by Simply Wall St is general in nature. We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. Simply Wall St has no position in any stocks mentioned.

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