3 AI Stocks With Revenue Growth Up To 26%

When a senior Federal Reserve official publicly warns that fighting inflation will be painful and may require higher unemployment, money chases business models tied to essential infrastructure rather than discretionary software stories. AI needs power, cooling and metal, not just algorithms. This article walks through how that shift creates an opening for investors and highlights three AI infrastructure stocks from our screener that directly plug into this spending.

The stocks profiled below are a small sample of this theme. The full screen surfaced 85 more AI infrastructure companies with equally detailed stories that are not covered here. If you want to go straight to the source and identify your own highest conviction ideas, head into the AI Infrastructure Stocks screener.

Western Digital (WDC)

Western Digital is one of the clearest ways to play the physical buildout of AI, supplying the high capacity storage that lets hyperscalers actually keep and work with the data their chips generate.

Western Digital focuses on data storage hardware for everything from consumer devices to hyperscale data centers, with its US$12.9b HDD segment driving the AI infrastructure story, and the group valued at roughly US$159.1b by the market.

"The moment either player, or a cash-rich new entrant, decides to chase this demand with new plants, the shortage becomes a glut, as it always has in memory and storage."

For Western Digital, the real outcome hinges on how one unseen pressure shapes future pricing power and the durability of those rich margins.

That hidden pressure sits at the center of the full narrative for Western Digital, which examines how Western Digital’s pricing power could be reshaped as demand for AI storage grows.

Super Micro Computer (SMCI)

Super Micro Computer is one of the clearest pure plays on the physical buildout of AI, turning liquid and air cooled GPU servers plus rack level design and deployment services into ready to run compute infrastructure for data centers worldwide.

Super Micro Computer generates about US$39.1b from high performance server solutions and related services, with a global footprint spanning the United States, Asia, Europe and other regions, and the stock valued at roughly US$25.7b by the market.

Super Micro Computer pushes straight into the heavy plumbing of AI, supplying full racks of GPU packed systems that let hyperscalers and enterprises turn chips, power and cooling into usable compute capacity rather than just lab projects.

"The company's launch and rapid expansion of its Data Center Building Block Solution (DCBBS) enables customers to deploy turnkey, energy-efficient, and customized AI data centers faster than traditional solutions, supporting higher-margin product mix and improving gross and operating margins over time."

What happens to those margins and cash flows if a single assumption about how quickly that order book converts into live capacity breaks.

If that conversion risk matters to you, read the full narrative for Super Micro Computer to see how Super Micro Computer’s order momentum, capacity buildout and pricing power could be decoupling.

Vertiv Holdings Co (VRT)

Vertiv Holdings Co is one of the purest AI infrastructure stories in this list, supplying the power, racks and especially high density liquid cooling that keep GPU heavy data centers running. This places its hardware squarely in the physical layer this screener is built around.

Vertiv designs and services critical power and liquid cooling systems for data centers running AI and other digital workloads, generating about US$7.5b from the Americas and US$2.7b from Asia Pacific, with a market value near US$96b.

"The liquid cooling market is already growing at roughly 20-30% annually as hyperscalers like Microsoft, Google, and Amazon race to build AI infrastructure. Vertiv's Q4 2025 organic orders surged 252% year-over-year, and its $15 billion backlog is equivalent to roughly 1.5 years of trailing revenue."

What happens to Vertiv’s earnings power if one assumption about how these AI driven orders translate into long term margin strength proves too optimistic?

If that question is on your mind, read the full narrative for Vertiv Holdings Co to see whether Vertiv’s AI cooling backlog is accelerating durable strength or quietly masking future strain.

Seeking Alternatives Before The Crowd?

Fresh themes are building momentum while older stories risk getting caught flat. Scan curated ideas now, while they are still under the radar for now and get in early.

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• Consider positioning for a potential shift in metals sentiment by checking the 36 elite gold producer stocks and focusing on producers that could be sensitive to changes in bullion sentiment.

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.

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