3 AI Data Center Stocks Investors Are Watching As Capex Spending Builds

AI heavy earnings updates, China’s latest growth data, and shifting stock bond behavior are pulling attention toward companies tied to data center investment. Capital is chasing the infrastructure that powers AI, and missing the right exposure can feel like watching everyone else board the train. This article walks through three stocks tuned into that story, and explains how the recent news backdrop might help or hurt each one.

The stocks covered next are only a sample of the AI data center capex story, and the full quantitative screen surfaced 43 more companies with similarly detailed narratives that are not discussed here. To identify and analyze your own highest conviction angles on this theme, head straight to the AI Data Center Capex Beneficiaries screener.

BizLink Holding (TWSE:3665)

Overview: BizLink Holding supplies high speed cabling, interconnects, and wiring systems that link AI data centers, servers, vehicles, industrial equipment, and medical devices.

Operations: The business is driven by NT$111.8b from Computer Transmission plus NT$27.0b Industrial Application and NT$8.9b Home Appliance segments, before internal write offs.

Market Cap: NT$393.1b

BizLink Holding sits close to the wiring and power backbone of AI data centers, so every new rack build or upgrade directly tests how durable its data connectivity niche really is.

"The accelerating build-out of AI data centers and next-generation compute infrastructure is driving persistent, multiyear demand for BizLink's high-performance electrical interconnects and power solutions, supported by early and deepening design engagement with hyperscalers and semiconductor leaders."

What matters next is how one quiet pressure on BizLink Holding's profitability plays out as AI infrastructure projects grow more complex and global.

As that profitability pressure builds, read the full narrative for BizLink Holding to see how BizLink Holding could still turn complex AI buildouts into a stronger long term story.

Delton Technology (Guangzhou) (SZSE:001389)

Overview: Delton Technology (Guangzhou) produces multilayer printed circuit boards for servers, AI networking gear, data center storage, 5G equipment, and advanced electronics.

Operations: Delton Technology (Guangzhou) generates about CN¥6.9b from printed circuit boards, with CN¥5.2b from overseas markets and CN¥1.7b from China.

Market Cap: CN¥55.8b

Delton Technology (Guangzhou) links directly into the AI Data Center Capex Beneficiaries theme because its multilayer PCBs are used in server motherboards, AI switches, storage backplanes, and power systems that hyperscalers buy when they expand capacity. The stock combines this hardware exposure with strong revenue and earnings forecasts; however, future returns depend on how one pressure on funding and cash generation evolves.

That funding squeeze is the real hinge. Start with the Delton Technology (Guangzhou) financial health report to see how Delton Technology (Guangzhou) handles a tighter cash cycle.

Montage Technology (SHSE:688008)

Overview: Montage Technology designs integrated circuits that power memory, connectivity, and server platforms for cloud computing and AI data center infrastructure.

Operations: Montage Technology generates approximately CN¥6.2b from integrated circuit products that support cloud computing and AI infrastructure demand.

Market Cap: CN¥197.9b

Montage Technology offers exposure to AI data center builds through ICs for DDR5 memory, CXL controllers, and server platforms. The company’s positioning is supported by current profitability metrics and analyst growth forecasts tied to cloud and accelerator deployments, although how the investment case evolves if pressures on high-margin AI infrastructure demand emerge remains an important consideration for long term returns.

That pressure on high margin AI infrastructure demand is exactly what the 4 key rewards and 2 important warning signs (1 is major!) unpacks, so you can see where expectations might be mispriced.

Seeking Fresh Alternatives Beyond AI?

New themes gain momentum while old trades get crowded. Spot fresh breakouts before the crowd, while the data still matters and the entry window stays open, and act now.

• Target income-focused ideas by scanning 217 dividend fortresses that look for companies aiming to keep paying investors even when sentiment drops in other corners of the market.
• Hunt for under-the-radar quality with the curated 617 high quality undiscovered gems that focuses on balance sheets and business models still flying below most screens.
• Explore infrastructure-themed opportunities using the focused 41 power grid technology and infrastructure stocks that tracks companies involved in long term grid upgrades and electrification demand.

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