The AI infrastructure buildout is far from finished.

It remains the leading sector to watch. And this earnings season proved that once again.

Nvidia posted $46.7 billion in revenue in Q2, up 56% year-over-year, and guided for $54 billion in Q3, which would be a 55% increase. It does not look like growth is slowing down anytime soon. Keep in mind that there is only one month left in September, which gives Nvidia strong visibility into the coming quarter.

Yesterday, Credo ($CRDO), one of my largest positions, reported earnings. They clearly beat expectations and raised guidance, growing an incredible 274% year-over-year. It is one of the fastest-growing companies in the market.

There is one major earnings report left. Broadcom ($AVGO) will report tonight.

But with most of the big reports now behind us, here is a quick recap of the best earnings. These are some of the fastest-growing companies, and from that group I am looking to add new positions.

Arista Networks ($ANET)

Arista Networks provides cloud networking solutions for large data centers and enterprises.

It’s one of the most consistent compounders in the market. Unfortunately, even though I highlighted ANET two months ago just when it broke out, I didn’t have space in portfolio back then. But I’m watching it closely now.

Astera Labs ($ALAB)

Astera Labs is a fabless semiconductor company that develops purpose-built connectivity solutions for cloud and AI infrastructure, focusing on data center interconnects.

ALAB and CRDO are two of the fastest growing AI networking companies. Must watch.

Celestica ($CLS)

Celestica is a global leader in high-reliability design, manufacturing, and supply chain solutions, providing end-to-end services from product development to after-market support across multiple industries.

Nebius ($NBIS)

Nebius is a European-based technology company specializing in building and operating large-scale AI infrastructure and cloud platforms, providing intensive AI compute power through proprietary data centers and GPU clusters.

IREN ($IREN)

IREN operates next-generation data centers optimized for high-performance Bitcoin mining and AI cloud services, powered by 100% renewable energy to deliver scalable, efficient, and sustainable computing infrastructure

Seagate ($STX)

Seagate Technology is a global leader in data storage solutions, developing advanced hard drives, solid-state drives, and data storage systems. Memory is an incredibly important piece of the AI buildout.

Ubiquity ($UI)

Ubiquiti is a technology company that designs and manufactures wireless data communication and networking products for enterprises and homes.

Bloom Energy ($BE)

Bloom Energy manufactures solid oxide fuel cells used for on-site power generation. And energy is the bottleneck when it comes to AI data centers.