Top 3 AI Infrastructure Stocks Benefiting from Data Center Power Demands

Artificial intelligence (AI) is creating a power problem that software alone cannot solve. Modern AI systems, such as racks built around Nvidia H100-class processors, typically consume 20 to 40 kilowatts per rack, with emerging designs aiming for 50 to 100 kilowatts or more, often requiring liquid cooling. These energy demands are forcing hyperscale operators to select data center sites based on grid capacity rather than traditional factors like tax incentives or fiber connectivity. Utilities are scrambling to upgrade transmission infrastructure that was never designed to handle such concentrated industrial power loads.

This challenge is producing opportunities for infrastructure companies that supply the essential backbone for AI deployments. Thermal management specialists, electrical distribution equipment makers, and grid construction contractors are securing business tied directly to AI’s energy requirements—costs that exist regardless of which chip architecture dominates the market.

Thermal Management Specialist: Vertiv (NYSE: VRT)

Vertiv designs and manufactures thermal management systems, modular data center halls, and power distribution units specifically for high-density AI environments. Unlike traditional server racks that consume 5 to 15 kilowatts, AI racks demand advanced air and liquid cooling solutions. Vertiv’s systems ensure reliable operation for racks targeting 20 to 100 kilowatts.

The company’s Q3 2025 results highlighted strong performance, driven by order backlogs tied to AI infrastructure. The equipment model provides long-term revenue visibility, as cooling systems require ongoing maintenance, replacements, and support, while hyperscalers, colocation providers, and enterprise customers continue expanding AI deployments.

Electrical Distribution Leader: Eaton (NYSE: ETN)

Eaton manufactures power distribution equipment, backup systems, and control software for industrial and commercial clients, including data centers. Its offerings include uninterruptible power supplies, switchgear, and rack-level power distribution units.

Eaton recently introduced detection and control systems to manage sudden power surges when hundreds of GPUs activate simultaneously—a phenomenon not seen in traditional server operations. By providing end-to-end solutions from utility feed to rack, Eaton gains a competitive advantage in complex AI builds, while recurring service needs for major electrical equipment add multiyear revenue.

Grid Infrastructure Builder: Quanta Services (NYSE: PWR)

Quanta Services specializes in building high-voltage transmission lines, substations, and transformers, delivering the power infrastructure utilities need to supply hyperscale AI campuses. Its projects ensure that data centers can operate at high density without energy shortages.

Quanta’s revenue growth and 2025 outlook are tied to grid modernization contracts, often completed months or years before GPUs are installed. The multiyear timelines of these projects give Quanta visibility well beyond the initial AI deployment phase.

The AI Power Advantage

While these three stocks operate in different parts of the energy chain—Vertiv in cooling, Eaton in distribution, Quanta in transmission—the underlying physics ensures demand. AI systems require electricity and cooling before software can run.

This constraint is not temporary. As AI workloads expand and new architectures emerge, power delivery and thermal management remain unavoidable bottlenecks. Companies providing these services capture spending that occurs before processors are even installed, making them central to the AI growth story.

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