CNBC·2025-12-24 13:00Core Insights - Nvidia has experienced a significant increase in market value, rising almost thirteenfold since the end of 2022 to a market cap of $4.6 trillion, making it the biggest winner in the AI infrastructure boom [1] - Major technology companies are projected to spend a collective $380 billion on data center and infrastructure build-outs this year, leading to increased investments in various vendors benefiting from the AI trend [2] Company Summaries Lumentum - Lumentum specializes in optical laser-based components for fiber-optic cables, with a stock price increase of 361% this year, resulting in a market cap exceeding $27 billion [8] - The company reported a 58% sales increase in the most recent quarter, reaching $533 million, with 60% of sales now coming from cloud and AI infrastructure [9] Western Digital - Western Digital's stock has risen 296% this year, driven by the demand for data storage in AI applications [12] - The company reported a 27% revenue increase to $2.82 billion in the most recent quarter, with expectations of a 23% revenue increase in fiscal 2026 [14] Micron - Micron, a major memory producer, has seen its stock rise 228% this year, with significant demand for memory chips driven by AI applications [19] - The company is expected to nearly double its revenue in the year ending in August, with a slowdown projected to 24% growth in fiscal 2027 [20] Seagate - Seagate's stock has increased by 228% this year, with 80% of its sales directed towards the data center market [22] - The company reported a 21% sales increase to $2.63 billion in its fiscal third quarter, with analysts expecting 21% revenue growth this fiscal year [24] Celestica - Celestica's stock has risen 213% this year, with a 28% sales increase in the third quarter to $3.19 billion [25] - Analysts expect revenue growth to rise from 26% this year to 33% in 2026 and 34% in 2027, driven by demand for custom chips and networking solutions for AI [26]