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3 Great Stocks to Buy to Benefit From the Next Generation of AI Data Centers Led by Nvidia

The AI data center is in growth mode, but a new generation of data centers offers extra growth prospects for companies with specific exposure.

3 Great Stocks to Buy to Benefit From the Next Generation of AI Data Centers Led by Nvidia

Published June 26, 2026 · Category: Finance

Overview

The explosive growth of artificial intelligence (AI) applications is not only driving a boom in data center investment, but also changing their design. Nvidia is driving the movement toward a new generation of 800-volt direct current (VDC) data centers set to launch in 2027.

The change in architecture will have ramifications for AI data center infrastructure companies and, according to Barclays analyst Julian Mitchell, could positively impact three stocks he has buy recommendations on. Here's a look at them.

Image source: Getty Images.

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Originally published at www.fool.com.

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