Morgan Stanley Says AI Data Centers Face a 38-Gigawatt Power Gap. These Industrial Stocks Fill It.

Morgan Stanley estimates U.S. data centers will need 68 gigawatts of power by 2026-2028, with a 38-gigawatt shortfall. This creates significant opportunities for industrial companies supplying power generation, distribution, and cooling equipment. GE Vernova, Eaton, and Vertiv are positioned to benefit from surging demand for turbines, electrical infrastructure, and thermal management systems needed to close the power gap.

08/20/2026, 8:05 AM • The Motley Fool

Google, Amazon, and Meta All Just Raised Capex Guidance Again. This Boring Industrial Wins No Matter Whose AI Infrastructure Is Best.

Major tech companies (Google, Amazon, Meta) are significantly increasing AI infrastructure spending, which benefits not just chip makers like Nvidia, but also less obvious beneficiaries in power generation and uranium supply. Cameco, a uranium provider for nuclear power plants, is positioned to win long-term as AI data centers increasingly rely on nuclear power, though benefits may take years to materialize as new nuclear facilities are built.

08/17/2026, 6:30 AM • The Motley Fool

Better AI Infrastructure Stock: Vertiv vs. Eaton

As tech giants plan to spend over $1 trillion on AI infrastructure by 2027, Vertiv and Eaton emerge as top beneficiaries. Vertiv is a pure-play AI infrastructure specialist focusing on data center power and cooling solutions, trading at 40x forward earnings with projected 40% annual EPS growth. Eaton is a diversified legacy electrical supplier pivoting to chip-to-grid infrastructure with 33x forward earnings and 15.5% projected annual growth. Conservative investors should consider Eaton for diversification, while aggressive investors seeking higher growth should favor Vertiv.

08/12/2026, 5:20 AM • The Motley Fool

Why Vertiv Holdings Plunged in July

Vertiv stock plunged 27.9% in July amid a broader AI sector sell-off triggered by short-seller Michael Burry's bearish bets, China's new AI model release, and a hedge fund collapse. Despite delivering solid Q2 earnings with 24% revenue growth and 60% EPS growth, the company's results fell slightly short of expectations and were met with negative sentiment. However, management raised full-year guidance, attributing the miss to timing issues rather than weakening demand.

08/11/2026, 9:07 AM • The Motley Fool

AI Inference Infrastructure Market Size to Surpass $229.95 Billion by 2035 | SNS Insider

The global AI Inference Infrastructure Market is projected to grow from $22.80 billion in 2025 to $229.95 billion by 2035, with a CAGR of 26.02%. The U.S. market alone is expected to reach $157.83 billion by 2035, while Europe is projected to hit $51.93 billion. Growth is driven by hyperscale data center expansion, GPU adoption, AI accelerators, and enterprise demand for high-performance inference infrastructure. Hardware components dominate with 67.80% market share, while cloud deployment leads with 63.40% share.

08/04/2026, 4:58 AM • GlobeNewswire

Vertiv Stock Recently Hit an All-Time High. Does Wall Street See More Upside?

Vertiv (VRT) has surged 96% over the past year but pulled back 24% from its May peak due to valuation concerns, trading at 58x current earnings. Despite the pullback, 22 of 33 analysts rate it a strong buy with a $377 consensus price target (31% upside), citing strong AI infrastructure growth prospects. The company manufactures data center power systems and cooling solutions, with Q1 revenue up 30% YoY and expected continued growth through 2027.

07/29/2026, 12:04 PM • The Motley Fool

Should You Ignore Vertiv? Why ON Semiconductor May Be The Better AI Infrastructure Stock Today

The article compares Vertiv and ON Semiconductor as AI infrastructure plays. Vertiv offers stronger near-term exposure to the AI build-out phase with data center infrastructure, while ON Semiconductor provides better long-term potential through its positioning in physical AI (robotics, autonomous vehicles, edge computing) via its power/sensing business and the $7 billion Synaptics acquisition. ON Semiconductor trades at a significant valuation discount despite superior long-term growth prospects.

07/29/2026, 9:05 AM • The Motley Fool

AI Infrastructure Will Mint More Millionaires Over the Next Decade: 3 Stocks to Buy Right Now

The global AI infrastructure market is projected to expand at 26.6% CAGR through 2034. Three infrastructure leaders—Marvell, Coherent, and Vertiv—are positioned to capitalize on this growth through connectivity chips, fiber-optic components, and cooling systems respectively. All three stocks show strong EBITDA growth projections and are considered reasonably valued relative to their long-term potential.

07/23/2026, 9:30 AM • The Motley Fool

5 Stocks Poised to Outperform With Their Best Growth Still Ahead

Five financially strong industrial companies—GE Vernova, Vertiv Holdings, Comfort Systems USA, Sterling Infrastructure, and Powell Industries—are positioned to benefit from AI data center expansion and power grid electrification. Each company has strong balance sheets with low debt and substantial cash reserves, enabling continued investment and growth. However, valuations are elevated and all five are exposed to the same cyclical theme, so a slowdown in data center spending could impact them collectively.

07/19/2026, 6:24 AM • The Motley Fool

A Big Bet on Fusion Just Became the First to be Publicly Listed, and it’s making a lot of noise

General Fusion Group Ltd. (GFUZ) debuted on Nasdaq as the first publicly listed fusion energy company, rallying approximately 21% on its first trading day. The Vancouver-based company, backed by Jeff Bezos and Tobias Lütke, uses a mechanically-driven Magnetized Target Fusion approach and entered public markets with ~$150 million to fund technical milestones through 2028, including reaching the Lawson criterion for net energy production.

07/16/2026, 6:36 PM • GlobeNewswire

AI Capex Crosses $1 Trillion Next Year. Here Are 2 Industrial Stocks That Will Benefit

As AI spending by U.S. hyperscalers is projected to reach $1 trillion in 2027, industrial companies supporting data center infrastructure are positioned for significant growth. Vertiv Holdings and Quanta Services are highlighted as key beneficiaries, with Vertiv providing thermal management and power systems for AI chips, while Quanta builds transmission infrastructure to support power-hungry data centers.

07/15/2026, 7:30 AM • The Motley Fool

2 Top Power Stocks That Could Outperform the Market Through 2030

As AI data centers require massive power infrastructure investments (estimated at $6 trillion by 2030), two companies are positioned for significant growth: Vertiv Holdings, which supplies cooling and power management systems with 30% YoY revenue growth, and GE Vernova, a gas turbine supplier with a $163 billion order backlog. Both stocks have already surged this year and are expected to continue outperforming the market through 2030.

07/12/2026, 2:23 PM • The Motley Fool

Here's Why Oracle Stock Slumped in the First Half of 2026 (Hint: Microsoft Was Also Impacted)

Oracle and Microsoft stocks declined 24.8% and similarly in the first half of 2026 due to increased AI infrastructure capital spending requirements and significant exposure to OpenAI. Bond markets priced in increased default risk for Oracle following its $300 billion OpenAI deal, as investors question OpenAI's ambitious financial projections of $650 billion cash burn through 2030 against $280 billion expected revenue by 2030.

07/08/2026, 8:07 AM • The Motley Fool

This Critical Infrastructure Stock Could Be a Hidden AI Winner

Eaton is positioned as a critical infrastructure company benefiting from AI, electrification, and grid modernization through its backlog, pricing power, and smart power systems. However, the stock's current valuation leaves little room for disappointment.

07/06/2026, 10:30 AM • The Motley Fool

Why Vertiv and Eaton Are the Ultimate Infrastructure Plays for the AI Boom

Vertiv and Eaton are positioned as key infrastructure beneficiaries of the AI boom, providing essential power and cooling solutions for data centers. Both companies report strong backlogs ($15B+ for Vertiv, $14.5B for Eaton), robust revenue growth, and multi-year visibility. However, both stocks trade at elevated valuations with significant year-to-date gains, presenting valuation risks if AI spending slows.

07/06/2026, 10:04 AM • The Motley Fool