3 AI Infrastructure Stocks Riding The US Data Center Buildout
AI data centers have shifted from tech headline to economic storyline, with projections of more than US$1t in spending by 2027 and over US$5t by 2030 now shaping expectations for U.S. growth and recession risk. That scale of investment, together with growing local pushback and regulatory questions, creates both potential upside and real policy risk for investors. This article examines three stocks exposed to this AI infrastructure theme and how these cross-currents could influence each one.
The stocks covered next are just a small sample of the AI infrastructure and data center buildout theme. The full screen surfaces 49 more U.S. listed companies that carry equally detailed stories and sector angles not covered here. To see the wider opportunity set, identify potential gaps in your own watchlist, and analyze which parts of the value chain fit your approach, head straight into the US AI Infrastructure & Data Center Buildout screener.
Climb Global Solutions (CLMB)
Overview: Climb Global Solutions is a value added IT distributor and solutions provider that helps enterprises source servers, storage, software and related data center infrastructure.
Operations: Climb Global Solutions generates about $687 million from Distribution and $25 million from Solutions, largely from U.S., U.K., Canadian and European customers.
Market Cap: $607 million
Climb Global Solutions is involved in the AI data center buildout from the plumbing side, supplying the hardware, software and services that keep expanding workloads running reliably.
Climb’s continued expansion across Europe, the U.K. and Sub Saharan Africa, together with management’s stated aim to complete about US$100 million of acquisitions each year and match its North American scale overseas, increases its addressable market and provides more scope to leverage shared back office resources, which can support higher gross billings and operating leverage over time.
The key issue for Climb Global Solutions is how that scaling plan interacts with one unseen pressure that could reshape future margins.
If that pressure is on your radar, read the full narrative for Climb Global Solutions to see how Climb Global Solutions could be affected and where the upside might still be hiding.
Littelfuse (LFUS)
Overview: Littelfuse builds protection, control and power components that sit inside data center, grid and transportation hardware, tying it directly into AI infrastructure demand.
Operations: Littelfuse generates about US$1.5b from Electronics, US$688 million from Transportation and US$455 million from Industrial, serving customers globally.
Market Cap: US$10.2b
For AI investors, Littelfuse matters because its high voltage protection hardware sits in the background of data center buildouts that power the theme.
Expanding adoption of high voltage architectures in data centers, grid and transportation applications is expected to increase Littelfuse content per system, with management targeting a 25 to 30% data center revenue CAGR over five years and citing 2 to 4 times higher content in future high voltage systems, which can support revenue growth and earnings.
The interesting twist is how one shift in customer buying patterns could reshape the earnings payoff investors expect from that extra content.
That shift is exactly what the full narrative for Littelfuse unpacks, separating cyclical noise from areas where Littelfuse’s data center content story could be quietly accelerating.
Super Micro Computer (SMCI)
Overview: Super Micro Computer builds high performance, modular servers and storage that power AI data centers and hyperscale cloud deployments worldwide.
Operations: Super Micro Computer generates about US$39.1b from high performance server solutions, with roughly US$27.7b from the United States and US$6.1b from Asia.
Market Cap: US$23.5b
Super Micro Computer is one of the clearest pure plays on the AI infrastructure buildout because its racks, servers and cooling solutions are designed specifically for dense, GPU heavy data centers that hyperscalers are racing to deploy.
"The company's launch and rapid expansion of its Data Center Building Block Solution allows customers to deploy turnkey, energy efficient and customized AI data centers faster than traditional solutions."
The real swing factor now is how one shift in AI customer mix and deal structure plays through into future margins and cash generation.
That margin question is exactly what the full narrative for Super Micro Computer maps out, separating hype from cash generation and highlighting where Super Micro Computer’s AI leverage could still be accelerating.
Seeking Fresh Alternatives Beyond AI?
Some of the sharpest breakouts start quietly, then move fast once the crowd catches on. Scan fresh ideas before momentum flies, while they remain under the radar for now, act now.
- Spot cash generating upstarts before they hit the front page by scanning the 38 profitable AI stocks that aren't just burning cash list curated for AI businesses that already fund their own growth.
- Strengthen your core holdings with the list of solid balance sheet and fundamentals (25 results) that highlights financially resilient companies investors often miss until momentum is already flying.
- Track compounding income streams using the 8 dividend fortresses focused on higher yielding payers that can support portfolios when enthusiasm for high growth stories starts dropping.
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.
Have feedback on this article? Concerned about the content? Get in touch with us directly. Alternatively, email editorial-team@simplywallst.com