3 AI Infrastructure Stocks to Watch as Data Center Spending Surges
AI's next investment battleground may be outside the chip sector. See how three infrastructure leaders are positioned for the data center, power, and construction boom.
Overview
Equinix (NASDAQ: EQIX), Digital Realty (NYSE: DLR), and Quanta Services (NYSE: PWR) sit at different points in the physical AI buildout. As demand for data centers and electricity accelerates, their biggest opportunity may also reveal the biggest risk: whether growth can generate returns strong enough to justify premium valuations.
Stock prices used were the market prices of Sept. 15, 2026. The video was published on Sept. 24, 2026.
Details
Source
Originally published at www.fool.com.
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