3 AI Infrastructure Stocks Backed By Data Center And Power Demand

AI infrastructure sits at the crossroads of real-world hardware demand and the long-term buildout of data centers, cooling systems, and power connectivity that advanced models rely on. While markets react to shifting inflation data, interest rate expectations, and energy price swings, investors are looking for themes backed by tangible assets and current cash flows rather than purely speculative software stories. This AI Infrastructure Stocks screener focuses on companies supplying the essential “picks and shovels” to that buildout. In this article, you will see 3 stocks from the screener that stand out on revenue and operational efficiency metrics.

TTM Technologies (TTMI)

Overview: TTM Technologies is a US based manufacturer of advanced printed circuit boards, RF components, and mission systems that sit inside AI servers, data center hardware, aerospace, defense, and industrial equipment, providing the high performance circuitry that lets these systems process, connect, and communicate reliably.

Operations: TTM Technologies generates about US$1.7b from Commercial customers and US$1.3b from Aerospace & Defense, with additional segment adjustments. Geographically, it earns roughly US$1.6b in the United States, US$294m in Taiwan, and US$1.2b from other regions.

Market Cap: US$13.5b

Investors watching AI infrastructure and defense supply chains may find TTM Technologies interesting because it sits where long dated US and NATO defense programs meet the rising need for complex PCBs in AI data centers. This positioning is backed by an A&D backlog of US$1.46b and newly opened high tech facilities in Wisconsin and Syracuse. At the same time, the stock trades on a high P/E and depends heavily on a small group of large customers, while ramping new plants in Malaysia and the US that carry higher operating costs and execution risk. How these growth projects, refinancing moves, and AI and defense demand interact with those risks is an important consideration for investors willing to look closely at TTM Technologies.

TTM Technologies operates at the intersection of AI data centers and long-dated defense programs, yet the full picture of its cash flows, customer concentration, and project risks is not obvious from headlines alone, so review the 4 key rewards and 2 important warning signs

Everpure (P)

Overview: Everpure is a US based data storage company that builds all flash hardware and a software layer that handles data reduction, protection, encryption, and cloud connectivity for both traditional enterprise workloads and AI heavy applications, including hybrid cloud and Kubernetes environments through products like FlashArray, FlashBlade, Portworx, Evergreen and Everpure Cloud.

Operations: Everpure generates about US$3.9b in revenue from computer storage devices, with roughly US$2.7b coming from the United States and US$1.3b from the rest of the world.

Market Cap: US$22.7b

Everpure operates within the AI infrastructure buildout, supplying all flash systems and software that help enterprises and hyperscalers push more data through their GPUs while managing storage across on premises and cloud. Analysts have highlighted revenue and earnings growth, and some estimate the stock is trading below their fair value and discounted cash flow estimates, even as the P/E remains very high. At the same time, investors may want to consider factors such as concentrated external funding, recent insider selling, and activist pressure from Jana Partners, all of which can add volatility. An important consideration is how Everpure’s AI focused features, recurring subscriptions and hyperscale traction compare to those risks over the long term.

Everpure’s high growth story and activist attention are only half the picture, so walk through the analyst forecasts for Everpure to see how current expectations stack up against storage demand, insider moves, and what might be missing

Forgent Power Solutions (FPS)

Overview: Forgent Power Solutions designs and manufactures electrical distribution equipment that keeps power flowing reliably in data centers, the broader power grid and energy intensive industrial sites. It also supports customers with maintenance, testing, repair and modernization services from its base in Dayton, Minnesota.

Operations: Forgent Power Solutions generates about US$1.2b in revenue from the design, development, manufacture and marketing of its products and services, all from North America.

Market Cap: US$12.0b

Forgent Power Solutions provides exposure to the power and electrical backbone that AI infrastructure depends on, with equipment for data centers, utilities and heavy industry, and earnings that grew 88.1% over the past year. Analysts expect strong growth in both earnings and revenue over the next few years, and some see the stock trading well below their estimate of fair value, even as recent index additions and a Zacks Rank #1 spotlight have increased attention. At the same time, thin net margins, heavy use of external funding, volatile trading and a very young board raise questions about how the company will handle rapid expansion. This is an area where a closer look can change how investors view Forgent.

Forgent Power Solutions sits at the crossroads of accelerating earnings and grid level risk, and the real tension is how that story holds up under pressure, so walk through the 4 key rewards and 2 important warning signs (1 is major!)

The three AI infrastructure stocks in this article are only a starting point, the full AI Infrastructure Stocks screener surfaces 50 more companies turning physical AI buildouts into compelling cash flow stories and under the radar narratives. Use Simply Wall St to identify and analyze the specific catalysts that matter to you, from revenue efficiency and balance sheet strength to data center exposure and grid level upgrades, so you can focus on the highest conviction opportunities in this theme.

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This article by Simply Wall St is general in nature. We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. Simply Wall St has no position in any stocks mentioned.

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