3 AI Infrastructure Stocks to Watch as Data Center Spending Surges

Equinix (EQIX -0.28%), Digital Realty (DLR -0.25%), and Quanta Services (PWR +1.35%) sit at different points in the physical AI buildout. As demand for data centers and electricity accelerates, their biggest opportunity may also reveal the biggest risk: whether growth can generate returns strong enough to justify premium valuations. Stock prices used were the market prices of Sept. 15, 2026. The video was published on Sept. 24, 2026. Read NextSep 6, 2026 •By Lyle DalyThe Largest Real Estate Companies by Market Cap in September 2026Sep 6, 2026 •By Matt DiLalloBest REIT ETFs for 2026 and How to InvestSep 25, 2026 •By Will HealyAdvanced Micro Devices vs.

Taiwan Semiconductor Manufacturing: Which Technology Stock Is a Better Buy in 2026?Sep 25, 2026 •By Will HealyBetter Quantum Computing Stock: Nvidia vs. IonQSep 25, 2026 •By Keithen DruryAlphabet Trades for 17 Times Earnings. The S&P 500 Trades for 25 Times Earnings. Is This the Best Stock to Buy in the Market?Sep 25, 2026 •By Adam SpataccoAMD Just Joined Nvidia in the $1 Trillion Club. At $614, Wall Street Is Paying Too Much for a Distant No. 2.About the AuthorRick is a Wall Street Journal best-selling author with over 20 years of experience trading stocks and options. The most authoritative publications, including Good Morning America, Washington Post, Yahoo Finance, MSN, Business Insider, NBC, FOX, CBS, and ABC News, cover his work. His passion is business, and he works tirelessly to deliver content in an easy-to-understand manner. In 2018, Rick wrote The Financially Independent Millennial to inspire his readers with his story about becoming financially independent at age 35 despite not learning about money when he was younger. His books are easy to read and often refer to key points that “He would tell his younger self.” When not thinking about business, Rick writes (mainly about cruise ship travel) for his travel blog and is an enthusiast of fast cars, technology, & cooking.CMFrickorfordStocks MentionedEquinixNASDAQ: EQIX$1,034.76(-0.28%)-$2.90Motley Fool Stock Advisor’s Latest PickGet Access---% Avg ReturnQuanta ServicesNYSE: PWR$643.50(+1.35%)+$8.60Digital Realty TrustNYSE: DLR$181.00(-0.25%)-$0.45*Average returns of all recommendations since inception. Cost basis and return based on previous market day close.