3 AI Data Center Stocks to Watch as AMD Signals Strong Server Demand

AI agents, hungry data centers and fresh demand for high-end CPUs are suddenly back in the spotlight after AMD CEO Lisa Su flagged “very strong” server interest and Citi talked up a much bigger CPU market by 2030. That kind of signal can shift where capital flows next. This piece walks through three stocks exposed to this news and how that link might matter for your portfolio decisions.

The stocks covered below are just a sample, and the full screen surfaced 127 more AI data center and CPU infrastructure companies with equally compelling narratives that are not covered here. To identify and analyze those additional opportunities, head straight to the AI Data Center and CPU Infrastructure Stocks screener.

ON Semiconductor (ON)

Overview: ON Semiconductor supplies power management and sensing chips that help AI data centers, servers and advanced automotive systems run more efficiently.

Operations: ON Semiconductor generates about $3.0b from Power Solutions, $2.2b from Analog and Mixed-Signal, and $900m from Intelligent Sensing across global hubs.

Market Cap: US$33.5b

ON Semiconductor matters in this AI Data Center and CPU Infrastructure Stocks screener because its power and sensing technology directly affects how efficiently those high-end processors can be fed, cooled and monitored inside energy hungry server racks.

"The company's strategic investments in silicon carbide (SiC), wide bandgap technologies, and advanced power management solutions for both automotive and AI data centers position it at the forefront of key structural growth markets; as these high-value products ramp, they are expected to enhance margins and drive long-term earnings growth."

What ultimately happens to profitability could hinge on how one less visible cost pressure inside these power hungry facilities plays out over time.

If that power cost question is on your mind, the full narrative for ON Semiconductor shows how ON Semiconductor’s positioning could accelerate or cushion margins as data center demands evolve.

Asia Vital Components (TWSE:3017)

Overview: Asia Vital Components provides thermal solutions and cooling hardware that help high power CPUs and AI accelerators run reliably inside data centers.

Operations: Asia Vital Components generates about NT$179,080 million from its Overseas Operating Department and NT$170,007 million from its Integrated Management Division, after group adjustments.

Market Cap: NT$1.45 trillion

Asia Vital Components plugs directly into the AI Data Center and CPU Infrastructure Stocks theme because its cooling systems are used around the chips that AMD and others are highlighting, and rising compute intensity is already reshaping how its product mix looks.

"Rising demand for high power computing and wider liquid cooling adoption in data centers is increasing server related product contribution, which could support revenue scale and help sustain higher gross margin."

What investors need to watch now is how one still evolving shift in data center cooling technology ends up feeding into those margins.

That shift is exactly what the full narrative for Asia Vital Components unpacks, showing how Asia Vital Components could convert cooling tech changes into accelerating profit power and potential competitive separation.

Delta Electronics (Thailand) (SET:DELTA)

Overview: Delta Electronics (Thailand) designs and manufactures power electronics, cooling gear and infrastructure hardware that sit inside data centers and server builds tied to AI computing demand.

Operations: Delta Electronics (Thailand) generates about THB167.4b from Power Electronics, THB38.9b from Infrastructure, THB24.8b from Mobility, and THB5.6b from Automation, with small contributions from other items and segment adjustments.

Market Cap: THB3,393b

Delta Electronics (Thailand) is positioned in the AI server build out theme, supplying the behind the scenes power and hardware that keep those racks running and ready for heavier compute loads.

"Rising adoption of AI and data intensive computing is supporting strong demand for Delta Electronics (Thailand) data center power and AI cooling solutions in Thailand, India and Australia."

What this could mean for future margins and cash generation depends on how the cost and pricing pressure in its supply chain develops.

If you want to see how that pricing power and cost pressure could actually play out, read the full narrative for Delta Electronics (Thailand) for the next phase of Delta Electronics Thailand's AI story.

Seeking Alternatives Before The Crowd

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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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