3 Stocks Riding The AI Data Center Buildout Investors Should Watch

AI data centers are quietly becoming the new power plants of the digital economy, and Samsung’s US$1b pledge to Helix Digital Infrastructure underlines how serious that buildout has become. That kind of long-term capital can ripple through every business that helps design, equip, cool, or power these facilities. This article unpacks that story and reveals 3 stocks exposed to this news to help you decide which may deserve a closer look.

The three stocks below are just a starting sample, while the full screen surfaced 72 more companies with equally compelling AI data center infrastructure narratives that are not covered here.

To identify your own high-conviction angles in this trend, go straight to the AI Data Center Infrastructure screener and analyze which opportunities best fit your risk, time horizon and portfolio goals.

UMS Integration (SGX:558)

Overview: UMS Integration is a Singapore based manufacturer of precision components and equipment modules for semiconductor OEMs that supply AI data center servers.

Operations: UMS Integration generated about $242 million from semiconductors, $29 million from aerospace, and $12 million from other activities across Asia and the US.

Market Cap: $2.3b

UMS Integration provides exposure to the AI data center buildout through the semiconductor equipment supply chain, where precision components support GPU server production and reliability. The business reports earnings growth, maintains margins, and returns cash to shareholders via dividends. A key consideration is how these strengths might be affected if a change in market conditions alters the pricing power of its semiconductor customers.

If you want to see whether that pricing power risk is already showing up in the numbers, start with the UMS Integration financial health report.

Sterlite Technologies (BSE:532374)

Overview: Sterlite Technologies builds optical fiber, high density cables and AI focused data center connectivity solutions that carry bandwidth hungry hyperscale traffic.

Operations: Sterlite Technologies generates about ₹53,670 million from its Optical Networking Business and ₹2,920 million from Digital and Technology Solutions.

Market Cap: ₹402.5 billion

Sterlite Technologies plugs directly into the AI data center infrastructure story because every GPU cluster and hyperscale campus needs dense, reliable optical fiber to move data at speed.

"AI-driven data centers and next-gen multi-core fiber position STL for rapid volume and margin growth, supported by major contracts and technology partnerships."

What happens to those margin ambitions if a single unseen pressure forces Sterlite Technologies to rethink how aggressively it funds capacity expansion?

That kind of pressure point is exactly where the story gets interesting, and the full narrative for Sterlite Technologies shows how Sterlite Technologies could balance funding risk with AI driven demand acceleration.

SoftwareOne Holding (SWX:SWON)

Overview: SoftwareOne Holding helps enterprises worldwide modernize their software in the cloud, managing licensing, cloud services, and data and AI solutions.

Operations: SoftwareOne Holding generates CHF 354.6 million from DACH, CHF 329.5 million from WEMEA, CHF 287.5 million from APAC, and CHF 238.8 million from Nordics, with additional revenue from NORAM, LATAM and CEE.

Market Cap: CHF1.8b

SoftwareOne Holding matters for this AI data center infrastructure theme because it helps clients shift workloads into the very hyperscale environments that need all that new capacity.

"As hyperscale cloud providers such as Microsoft, AWS, and Google increasingly pursue direct sales to large enterprise customers, SoftwareOne's role as an intermediary is under threat, which could result in a long-term structural decline in revenue as more clients bypass resellers for direct relationships."

What investors really need to watch is how a single shift in where customers buy their cloud capacity filters through to future margins.

That margin question is only the beginning, and the full narrative for SoftwareOne Holding maps how SoftwareOne Holding could turn channel pressure into accelerating cloud and AI services momentum.

Seeking Fresh Alternatives Before They Fly

Fresh breakouts rarely stay under the radar for long. By the time momentum headlines hit, ideal entry points can be gone. Scan these curated ideas now to evaluate them earlier in the move.

• Review the list of solid balance sheet and fundamentals (202 results) to evaluate resilient cash generators before defensive money crowds in.
• Use the curated 166 dividend fortresses to spot income opportunities while yields remain elevated.
• Scan the hand picked 148 AI small caps to evaluate early-stage upside in smaller AI players that may still be off most radars.

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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