3 AI Infrastructure Stocks With Real Exposure to Data Center Power and Networking

AI is pulling huge amounts of money into data centers, chips and power systems, even as the IMF warns that heavy public debt, possible rate pressure and concentrated AI bets could unsettle markets. That combination of excitement and risk is often where opportunity hides. This article walks through three stocks from our AI Infrastructure & Data Center Enablers screener that are closely exposed to this news and explains why each might deserve a place on your watchlist.

The three stocks below are just a sample, and the full screen surfaced 8 more companies with equally compelling narratives that are not covered in this article. If you want to go straight to the source, use the AI Infrastructure & Data Center Enablers screener to identify, compare and analyze your own highest conviction ideas.

EverProX Technologies (SZSE:300548)

Overview: EverProX Technologies supplies optical fibers, components and optoelectronic systems that link high speed communication equipment, telecom networks and AI data centers.

Operations: The business currently reports all CN¥3.0 billion in revenue from communications equipment, tightly aligning its sales with bandwidth and networking infrastructure.

Market Cap: CN¥64.8 billion

EverProX Technologies plugs directly into AI data centers through its optical communication hardware. Earnings growth, margins and ROE already reflect strong demand. The stock carries a rich valuation and a volatile trading profile, so your view on the AI capex cycle and funding costs will matter if a single key assumption breaks.

If that assumption feels too fragile, review the 2 key rewards and 1 important major warning sign to see how EverProX Technologies’ rich pricing compares with its potential upside and pressure points.

BizLink Holding (TWSE:3665)

Overview: BizLink Holding supplies high performance cables, harnesses and interconnect systems that connect AI data centers, servers and industrial equipment worldwide.

Operations: BizLink Holding generates most of its NT$140.7 billion revenue from Computer Transmission, with smaller contributions from Industrial Application and Home Appliance segments.

Market Cap: NT$453.6 billion

BizLink Holding matters for this AI infrastructure screen because its wiring, busbars and connectivity hardware sit inside the very racks, servers and power backbones that keep AI clusters running at scale.

"The accelerating build-out of AI data centers and next-generation compute infrastructure is driving persistent, multiyear demand for BizLink's high-performance electrical interconnects and power solutions, supported by early and deepening design engagement with hyperscalers and semiconductor leaders."

What happens to BizLink Holding’s earnings power if a single assumption about where that rack level complexity settles eventually shifts?

If that rack level complexity question is front of mind, read the full narrative for BizLink Holding to see how BizLink Holding’s design wins and risks really line up.

Hitachi Energy India (NSEI:POWERINDIA)

Overview: Hitachi Energy India designs and delivers high voltage equipment, substations and grid software that keep power flowing to large users including AI data centers.

Operations: Hitachi Energy India currently generates all reported ₹91.6 billion in revenue from its Power Grids segment that serves utility and infrastructure customers.

Market Cap: ₹1.41 trillion

Hitachi Energy India matters for this AI Infrastructure & Data Center Enablers screen because reliable transmission capacity and substation projects ultimately decide how far the data center buildout can go before the grid hits a wall.

"The company's record-high order backlog of ₹29,135 crores, supported by large-scale investments in grid modernization (including HVDC projects and transmission upgrades), as well as strong order inflow from segments like data centers and metro, indicates multi-year revenue visibility and forms a robust pipeline for sustainable top-line growth."

The next leg of investor expectations rests on how one unresolved cost pressure reshapes the earnings power behind that project pipeline.

That cost pressure question is exactly where the story gets interesting. Read the full narrative for Hitachi Energy India to see how Hitachi Energy India’s grid pipeline and profitability narrative really connect.

Seeking Alternatives Before Momentum Flies

Fresh ideas move first. By the time every fund memo catches on, the cleanest entry points can be gone. Scan these curated shortlists before momentum gets fully caught and act now.

• Spot potential breakout compounders with strong balance sheets before they get crowded by institutions by scanning the curated list of solid balance sheet and fundamentals (206 results).
• Hunt for under the radar value where quality cash flows meet compressed expectations using the hand picked 178 high quality undervalued stocks.
• Track where capital is quietly building around the future of atomic energy by reviewing the focused 16 nuclear energy infrastructure stocks.

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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