AI Infrastructure Stocks

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AI doesn't exist in a vacuum, it requires a massive physical foundation of specialized data centers, high-density cooling, and advanced electrical connectivity. As the market shifts from speculative software to the physical layer, critical infrastructure providers are turning this unprecedented demand into actual cash flow. We’ve identified the best “picks and shovels” of the AI gold rush, companies with revenue growth and the operational efficiency to convert sales into liquid capital.

89 bedrijven

Bedrijf	Laatste prijs	7D Terugkeer	1 J Rendement	Marktkapitalisatie	Doel analisten	Waardering	Groei	Div Opbrengst
ANET	US$192.93	3.7%	28.0%	US$245.9b	US$241.04	60.2	19.4%	n/a
WDC	US$482.28	7.4%	407.6%	US$172.1b	US$664.92	18.7	18.2%	0.1%
300308	CN¥890.10	9.5%	102.3%	CN¥1.0t	CN¥1,392.11	50.9	57.4%	0.3%
2308	NT$1,675.00	-4.8%	101.6%	NT$4.4t	NT$2,474.18	53.3	29.9%	0.7%
VRT	US$262.89	2.4%	92.3%	US$112.0b	US$338.15	58.4	24.2%	0.1%
DELTA	฿268.00	10.3%	73.5%	฿3.3t	฿341.32	112.0	25.2%	0.2%
6981	JP¥7,525.00	9.0%	202.0%	JP¥13.7t	JP¥10,117.65	51.6	24.7%	0.9%
LITE	US$988.98	13.6%	499.8%	US$87.8b	US$1,148.43	29.4	101.5%	n/a
KEYS	US$331.01	2.9%	94.5%	US$56.8b	US$415.08	44.1	20.4%	n/a
600183	CN¥146.96	2.6%	178.5%	CN¥357.0b	CN¥179.85	68.7	29.7%	1.1%
300394	CN¥269.00	8.1%	89.6%	CN¥293.4b	CN¥321.64	126.4	48.9%	0.2%
FLEX	US$112.68	6.4%	94.1%	US$42.2b	US$160.50	42.8	44.9%	n/a
6669	NT$2,345.00	-5.3%	111.3%	NT$1.3t	NT$2,749.77	22.4	31.7%	1.1%
2382	NT$336.00	0.3%	24.4%	NT$1.3t	NT$427.84	14.6	18.6%	4.6%
CLS	CA$460.18	19.8%	31.2%	CA$52.3b	CA$680.94	34.3	34.9%	n/a
4062	JP¥20,680.00	4.9%	388.7%	JP¥5.8t	JP¥24,700.00	83.9	26.1%	0.2%
6869	HK$177.40	8.2%	231.0%	HK$278.6b	HK$224.53	36.2	16.1%	0.2%
2345	NT$1,965.00	-6.0%	75.4%	NT$1.1t	NT$3,138.77	30.9	36.2%	0.8%
P	US$97.06	5.0%	19.6%	US$33.7b	US$130.53	127.7	41.9%	n/a
300476	CN¥229.95	3.3%	-32.0%	CN¥219.9b	CN¥416.68	45.0	54.4%	0.9%
JBL	US$311.37	4.0%	44.3%	US$32.7b	US$429.56	37.9	31.0%	0.1%
SMCI	US$38.93	5.2%	-11.3%	US$26.4b	US$42.38	11.6	16.3%	n/a
2301	NT$291.00	-2.7%	75.8%	NT$660.3b	NT$290.64	34.0	33.7%	1.7%
301165	CN¥108.56	-7.3%	69.5%	CN¥120.9b	CN¥146.88	128.8	45.9%	0.3%

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AI Infrastructure Stocks - Investing Ideas - Simply Wall St