Celestica vs. Corning: Which AI Infrastructure Stock is a Better Buy?

Both Celestica and Corning are positioned to benefit from the expanding AI infrastructure market, but Celestica emerges as the better investment option. Celestica shows stronger growth prospects with 64.27% projected sales growth and 87.11% EPS growth for 2026, driven by robust demand for 800G and 1.6T Ethernet switches, AI compute solutions, and partnerships with OpenAI and AMD. Corning, while benefiting from optical connectivity demand, faces headwinds from competition, consumer electronics weakness, and solar business execution risks. Celestica trades at a more attractive valuation (P/E of 20.04 vs. 42.46) and holds a Zacks Rank #1 (Strong Buy) rating.