3 AI Infrastructure Stocks Riding Nvidia Led Data Center Demand

AI data centers sit at the crossroads of chips, power and real estate, and Nvidia’s forecast of roughly doubling chip volumes with revenue guidance toward about US$673b by fiscal 2028 has pulled that entire ecosystem into the spotlight. Investors now see an arms race in capacity. Miss it and you miss where a lot of capital is flowing. This article breaks down 3 stocks exposed to that Nvidia fueled surge.

The three stocks in this piece are just a starting sample, and the full screen surfaced 47 more AI data center and power infrastructure companies with similarly compelling stories that are not covered here. To go straight to the source, use the AI Data Center and Power Infrastructure Providers screener to identify, analyze, and refine your highest conviction ideas.

Comfort Systems USA (FIX)

Overview: Comfort Systems USA designs, installs, and maintains the mechanical, electrical, and cooling systems that keep large US data centers and complex facilities running.

Operations: The business generates about US$8.0b from mechanical services and roughly US$3.2b from electrical services, all within the United States.

Market Cap: US$55.8b

Comfort Systems USA matters for this AI data center screen because it supplies the HVAC, power, and controls that make high density computing actually workable at scale.

Record project backlog, currently at a record $8.1 billion with 37% same-store growth year-over-year, demonstrates sustained customer demand for new builds and retrofit/modernization projects. This directly supports future revenue and earnings growth as the company executes on this pipeline.

What really moves the needle now is how one tight constraint on its data center focused capacity shapes pricing power and margin durability.

That capacity bottleneck is the opening move, and the full narrative for Comfort Systems USA shows how Comfort Systems USA could turn it into accelerating pricing power while still managing execution risk.

Hammond Power Solutions (TSX:HPS.A)

Overview: Hammond Power Solutions designs and manufactures transformers and related power components that feed reliable electricity into large AI ready data centers.

Operations: Hammond Power Solutions generates about CA$1.1b from manufacturing transformers, with roughly CA$806 million from the United States and Mexico, CA$222 million from Canada, and CA$35 million from India.

Market Cap: CA$2.8b

Hammond Power Solutions plays a role in the AI buildout because its transformers sit between the grid and the racks, turning rising chip demand into real, usable power capacity for data center operators.

Surging demand from data centers, electrification, and infrastructure upgrades is associated with strong sales growth and multi-year revenue expansion prospects.

What investors have to watch now is how one quiet pressure on profitability shapes the balance between capacity expansion and pricing power.

That profitability squeeze is exactly what the full narrative for Hammond Power Solutions unpacks, showing where Hammond Power Solutions’ pricing power, capacity bets, and execution risk may be quietly diverging.

Advanced Energy Industries (AEIS)

Overview: Advanced Energy Industries supplies precision power conversion and control systems that keep GPU heavy AI data centers and semiconductor tools running reliably.

Operations: Advanced Energy Industries generates about US$2.0b from power electronics conversion products, with revenue spread across the United States, Japan, Mexico, and other regions.

Market Cap: US$10.1b

Advanced Energy Industries matters to this AI data center screen because its power electronics are the quiet infrastructure making high density GPU clusters actually usable at scale.

Management raised the Data Center Computing outlook specifically from roughly mid-30% to at least 50%.

What could really reshape the story now is how one unseen pressure on profitability interacts with that AI driven demand trajectory.

That pressure point is exactly what the full narrative for Advanced Energy Industries unpacks, showing where accelerating AI demand could be masking both upside and risk for Advanced Energy Industries.

Seeking Fresh Alternatives Before They Fly

Markets move fast and early breakouts rarely stay quiet for long. Scan fresh ideas before momentum is fully priced in and while it still matters. Act now.

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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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