Vertiv Stock And Two AI Infrastructure Plays Backed By Data Center Demand

With inflation, energy costs and central bank decisions all back in focus, many investors are looking for themes that are tied to real assets and clear revenue streams rather than just stories. AI infrastructure stocks sit right at that intersection. They form the physical backbone that supports everything from data-heavy consumer apps to enterprise AI projects. This screener is designed to highlight companies that are already converting AI demand into actual cash flow, not just headlines. In this article you will see three of the strongest stocks from the AI Infrastructure Stocks screener that stand out on this theme.

Digital Realty Trust (DLR)

Overview: Digital Realty Trust runs one of the largest global platforms of data centers, providing data storage, colocation, and network connections that keep cloud, AI, and enterprise applications running for customers across sectors like technology, finance, healthcare, and communications. Its 310 facilities and sizable pipeline of buildable capacity give it a central role in supplying the physical infrastructure behind growing AI and cloud workloads.

Operations: Digital Realty Trust generates its revenue primarily from its commercial data center real estate business, which produced about US$6.8b from REIT related commercial activities.

Market Cap: US$72.8b

Digital Realty Trust sits at the heart of the AI infrastructure story, with record leasing, a US$1.9b signed but not yet started backlog, and recent acquisitions in power rich hubs like Northern Virginia and Kansas City aimed at meeting AI and cloud demand. At the same time, you need to weigh that growth against issues like a high P/E, margin pressure after profit margins fell from 23.6% to 11.2%, and heavy reliance on external borrowing. Recent analyst upgrades and raised 2026 FFO guidance indicate growing institutional interest. The key question for you is whether the growth in AI driven capacity and sustainability focused data centers is enough to justify the risks around leverage, valuation, and future profitability.

Digital Realty Trust is converting AI hype into signed contracts, yet a high P/E and thinner margins suggest the story is more complex. Get the full picture with the 3 key rewards and 2 important warning signs (1 is major!)

Forgent Power Solutions (FPS)

Overview: Forgent Power Solutions designs and manufactures the electrical distribution gear that keeps AI data centers, the power grid, and heavy industrial sites running, from switchgear and transformers to power distribution units and backup systems, along with maintenance and retrofit services. Its equipment and service contracts help large technology, utility, and industrial customers manage high power loads reliably in energy intensive facilities.

Operations: Forgent Power Solutions generates about US$1.2b in revenue from designing, developing, manufacturing and marketing its products and services, all currently sourced from North America.

Market Cap: US$9.9b

Forgent Power Solutions has quickly become a key supplier into AI hungry data centers and grid upgrades, with earnings up 88.1% year over year and revenue guidance pointing to rapid growth supported by near US$2b of bookings and backlog. The stock trades at a discount to analyst fair value estimates and at a lower P/S than many peers. However, investors need to weigh that against meaningful funding risk, heavy use of external debt and a young, fast changing board and management team. For investors seeking focused exposure to power infrastructure for AI, the mix of growth forecasts, margin expansion plans and governance or balance sheet questions makes Forgent Power Solutions a company worth a closer look.

Forgent Power Solutions sits at the crossroads of accelerating AI demand and grid investment, yet its funding and governance questions still hang over the story. See how those cross currents are playing out in the 4 key rewards and 2 important warning signs (1 is major!)

Vertiv Holdings Co (VRT)

Overview: Vertiv Holdings Co builds the power, cooling, and racks that keep AI data centers and high intensity digital services running, and then supports that equipment with monitoring, maintenance, and lifecycle services across more than 100 countries.

Market Cap: US$103.5b

Vertiv Holdings Co sits right in the flow of AI data center spending, supplying liquid cooling, power systems, and services that are already embedded in next generation GPU designs and supported by a US$15b backlog. The company combines strong profitability, including a 14.4% net margin and high returns on equity, with a growing services layer that can make revenue more recurring as offerings like PurgeRite NearZero expand. At the same time, a rich valuation and reliance on a small group of hyperscale customers mean any slowdown in AI infrastructure budgets or execution slip can hit the stock hard. For investors who want direct exposure to AI’s physical infrastructure, this is a story worth understanding in much more detail.

Vertiv’s AI buildout story is accelerating, but the real question is how the current price lines up with that excitement. See how the market’s expectations compare with the analyst forecasts for Vertiv Holdings Co

The three stocks covered here are only a starting point, and the full AI Infrastructure Stocks screener surfaces 53 more companies that sit at the core of AI’s physical buildout with equally compelling stories around cash flow, efficiency, and infrastructure reach. Unlock that broader universe so you can identify the specific catalysts, backlogs, margins, and balance sheet narratives that matter most to you, and then analyze which AI infrastructure plays appear strong enough for your highest conviction.

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Seeking Fresh Alternatives Beyond AI?

Some of the sharpest breakouts start quietly while attention stays glued to AI infrastructure. Before these fresh ideas stop flying under the radar, review the next wave and consider your options.

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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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