Western Digital And 2 More AI Infrastructure Stocks To Watch

Strong AI related investment is helping keep inflation pressures alive in Singapore. That points to a simple reality: money is pouring into the physical backbone that lets AI run at scale. For investors, that creates a rare window to focus on the “picks and shovels” of this buildout: the hardware, power and cooling behind the hype. This article breaks down 3 screen-selected stocks plugged into that infrastructure surge.

The three stocks covered below are just a small sample of this AI infrastructure theme. The full screen surfaced another 84 companies with equally compelling stories that are not unpacked in this article.

To go deeper into the opportunity, head straight to the AI Infrastructure Stocks screener to identify, analyze, and prioritize the AI infrastructure plays that best fit your own risk and return preferences.

Western Digital (WDC)

Overview: Western Digital is a storage hardware specialist, supplying high capacity data center HDDs and platforms that underpin large scale AI workloads.

Operations: Western Digital generates US$12.9b from Hard Disk Drives, with revenue concentrated in the United States at US$5.2b and China at US$2.5b.

Market Cap: US$164.7b

Western Digital matters for this AI Infrastructure Stocks theme because its high capacity data center hard drives are the low profile workhorses that let hyperscalers store and sift enormous AI training and inference datasets cost effectively.

"First, capacity. The whole thesis rests on the duopoly holding the line. The moment either player, or a cash-rich new entrant, decides to chase this demand with new plants, the shortage becomes a glut, as it always has in memory and storage."

For long term investors in Western Digital, a single unseen pressure on pricing power could be the difference between exceptional margins and something far thinner.

That pricing knife edge is exactly what the full narrative for Western Digital unpacks, highlighting where storage economics could quietly decouple from headline AI demand.

Super Micro Computer (SMCI)

Overview: Super Micro Computer builds high performance, modular AI server and rack systems that host dense GPUs for data center training and inference.

Operations: Super Micro Computer generates US$39.1b from high performance server solutions, with about US$27.7b from the United States and US$6.1b from Asia.

Market Cap: US$28.4b

Where Western Digital focuses on storing AI data, Super Micro Computer sits closer to the fire, supplying the GPU packed racks that actually crunch those training runs and real time inferences for hyperscalers and enterprises.

"The company's launch and rapid expansion of its Data Center Building Block Solution (DCBBS) enables customers to deploy turnkey, energy-efficient, and customized AI data centers faster than traditional solutions. This supports a higher-margin product mix and improves gross and operating margins over time."

For investors, a single shift in how that AI server backlog converts into sustainable cash and margin levels could meaningfully reshape the long term outcome.

That margin question is exactly what the full narrative for Super Micro Computer tackles, explaining how Super Micro Computer's AI backlog, pricing power, and competitive pressure could reshape the story from here.

Vertiv Holdings Co (VRT)

Overview: Vertiv Holdings Co supplies power, cooling, and liquid-thermal systems that keep high-density AI data centers and communications infrastructure running reliably worldwide.

Operations: Vertiv generates about US$7.5b in revenue from the Americas, US$2.7b from Asia Pacific, and US$2.4b from Europe, Middle East and Africa.

Market Cap: US$97.5b

Vertiv matters for this AI Infrastructure Stocks theme because its liquid cooling and high-density thermal systems turn GPU packed racks from a power and heat problem into stable, round the clock compute capacity.

"The liquid cooling market is already growing at roughly 20–30% annually as hyperscalers like Microsoft, Google, and Amazon race to build AI infrastructure. Vertiv's Q4 2025 organic orders surged 252% year-over-year, and its $15 billion backlog is equivalent to roughly 1.5 years of trailing revenue."

For investors weighing Vertiv, a single shift in how that backlog converts into long term margin and cash flow could be decisive.

That conversion risk is exactly what the full narrative for Vertiv Holdings Co lays out, separating short term backlog excitement from Vertiv's long run AI infrastructure potential.

Curious About What You Might Be Missing?

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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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