3 AI Infrastructure Stocks for Data Center Demand After DeepSeek Shock
AI competition just tightened again as DeepSeek’s faster, cheaper V4.1-Flash-1017 model puts fresh pressure on both Chinese rivals and US providers, and that ripple runs straight through global cloud and data-center operators. Capacity, pricing power, and AI infrastructure exposure suddenly matter more. Read on to see how this shock could benefit three stocks from our Global Hyperscale Cloud and Data-Center Operators screener that appear positioned on the right side of this shift.
The three stocks below are just a starting sample, since the full Global Hyperscale Cloud and Data-Center Operators screen surfaced 48 more well-capitalized providers with equally compelling AI infrastructure narratives that are not covered here. To go straight to the source and actively identify, filter, and analyze the highest-conviction hyperscale and data-center opportunities, head directly into the Global Hyperscale Cloud and Data-Center Operators screener.
Zeta Global Holdings (ZETA)
Zeta Global Holdings runs a data-driven cloud platform that leans heavily on its own computing infrastructure, which ties it cleanly into the hyperscale and data-center theme as marketers push more AI-heavy campaigns and decisioning into the cloud.
Zeta Global generates about US$1.57b from internet software and services across its marketing cloud, CDP and messaging tools, with a roughly US$8.0b market cap anchoring it firmly in the larger-cap end of this hyperscale screen.
"With a data-native cloud architecture and agentic AI workflows fundamentally different from legacy martech, Zeta is positioned to be the preferred platform as enterprises urgently shift toward privacy-compliant, high-efficiency first-party data solutions, unlocking substantial long-term customer retention, gross margin expansion, and lower industry churn."
The real swing factor is how one quiet shift in enterprise AI buying behavior ultimately flows through to those future margin ambitions.
That margin question is exactly where things get interesting for Zeta Global Holdings, and the full narrative for Zeta Global Holdings lays out how those economics could shift as AI buying accelerates.
Everpure (P)
Everpure plugs into the hyperscale theme as a data storage specialist that helps keep AI workloads fed and protected, supplying the flash arrays and cloud-native tools hyperscalers and GPU-heavy clouds need behind the scenes.
Everpure generates about US$4.26b from computer storage devices, and with a roughly US$41.32b market cap it sits firmly in the large-cap bracket for AI infrastructure suppliers.
"Everpure secured its first EXA-scale hyperscale customer in FY2026, and the company expects hyperscale revenue to ramp materially in FY2027. If the first EXA customer does not become a reference account that closes a second win, the hyperscale bet, the highest-leverage variable, is the least certain."
What happens to Everpure’s long-term growth story depends on how one quiet shift in hyperscaler buying patterns ultimately plays out.
That uncertainty is exactly why reading the full narrative for Everpure can help you see how Everpure’s hyperscale bet could accelerate or stall from here.
Procore Technologies (PCOR)
Procore Technologies runs a cloud-based construction management platform that plugs into the hyperscale theme through its large-scale SaaS infrastructure. It turns complex building projects into a single shared system for planning, execution, and financial control while generating about US$1.42b in internet software and services revenue on an US$8.66b market cap.
For investors looking at cloud operators that actually run heavy infrastructure behind the scenes, Procore Technologies offers a different angle on the theme. It uses its construction focus to build sticky, workflow-deep software that can flex with new AI-heavy workloads.
"Procore Technologies announced a definitive agreement to acquire DroneDeploy in an all cash deal valued at about US$845 million, with the aim of adding aerial and ground reality capture capabilities to its construction management platform."
What ultimately happens to Procore’s margin profile and AI economics hinges on how one quietly growing layer of usage and pricing plays out.
That quiet shift in usage could be bigger than it looks, and the full narrative for Procore Technologies shows how Procore Technologies might turn that momentum into durable AI-driven economics.
Seeking Fresh Alternatives Before They Fly
Market attention moves fast and early movers often catch the breakout while everyone else is still reading yesterday’s stories. Scan these fresh ideas before the momentum gets crowded and consider your options promptly.
- Spot maturing AI demand early by tracking curated infrastructure plays through the 55 AI infrastructure stocks, while they are still under the radar for now.
- Explore potential cash-flow resilience by scanning the 8 dividend fortresses that aim to keep income steady even when sentiment drops elsewhere.
- Target resilient operational strength by filtering a list of solid balance sheet and fundamentals (25 results) so you focus on businesses built to handle pressure while it matters most.
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