3 AI Stocks With Revenue Growth Up To 22%

Bond markets are flashing warning lights, with the term premium on 10 year Treasuries jumping and long dated yields pushing borrowing costs to levels not seen in decades. Expensive capital can pressure many growth stories, yet it often channels money toward businesses that already sit on essential cash generating assets. This article highlights three AI infrastructure stocks from our screener that directly plug into that search for tangible, real world earnings power.

The three AI infrastructure stocks covered below are a starter set. The full screen surfaces 13 more businesses whose stories around data centers, power, and cooling are just as compelling but not unpacked in this article.

If you want to identify your own highest conviction angles on this theme, head straight into the AI Infrastructure Stocks screener to filter and analyze the full list of AI infrastructure candidates.

Innio (INIO)

Overview: Innio supplies Jenbacher and Waukesha gas engines, on site data center power solutions, and lifecycle services supported by its Myplant AI platform.

Operations: Innio generates about US$1.7b from Equipment and US$1.4b from Service, with revenue spread across Europe, the United States, and other international markets.

Market Cap: US$14b

Innio plugs into the AI infrastructure story at a very physical level, keeping data centers supplied with on site power and backed by long term service contracts that can turn installed hardware into recurring cash flow over time.

"Accelerating AI and data center power demand is supporting very strong Equipment Order Intake and a record Equipment Order Backlog of US$6.6b."

What really matters now is how one pressure on Innio’s business model shapes the gap between strong demand and future profitability.

That pressure point is exactly what makes the full narrative for Innio worth reading, as it unpacks how Innio’s backlog, contracts, and capital needs may be pulling in different directions.

Western Digital (WDC)

Overview: Western Digital builds hard disk drives and data center storage platforms that give AI data centers the high capacity, low cost storage backbone they need.

Operations: Western Digital generates about US$12.9b from hard disk drives, with revenue largely coming from the United States, China, Hong Kong, and Europe, Middle East and Africa.

Market Cap: US$151.8b

Western Digital matters for this AI infrastructure screen because its enterprise HDDs and data center platforms are where raw AI data actually lives. These products turn abstract model talk into racks of spinning storage that can be priced, ordered, and shipped.

"First, capacity. The whole thesis rests on the duopoly holding the line."

What happens to Western Digital's earnings power if one quiet shift in supply discipline or storage mix starts to erode that pricing grip?

If that pricing power is the real swing factor, the full narrative for Western Digital explains how Western Digital’s storage cycle story could be accelerating beyond what headline demand suggests.

Vertiv Holdings Co (VRT)

Overview: Vertiv Holdings Co supplies power systems, high density cooling, and related services that keep AI focused data centers and networks running.

Operations: Vertiv generates about US$7.5b in the Americas, US$2.7b in Asia Pacific, and US$2.4b in Europe, Middle East and Africa.

Market Cap: US$94.9b

Vertiv matters to the AI infrastructure story because its liquid cooling and thermal systems help dense GPU racks run safely at full load.

"The liquid cooling market is already growing at roughly 20 to 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 investors really need to watch now is how one shift in future AI data center spending shapes Vertiv's long term earning power.

If that spending curve is what you care about, the full narrative for Vertiv Holdings Co breaks down where Vertiv’s momentum could accelerate, stall, or quietly decouple from headline AI hype.

Seeking Fresh Alternatives Before They Fly

Markets move fast and the next breakout list rarely stays under the radar for long. Scan these fresh ideas before the crowd catches on and consider them while they are still early.

• Hunt for mispriced strength using the curated 27 high quality undervalued stocks and look for companies where cash flows and balance sheets already support the story.
• Track where capital is quietly gathering with the targeted 31 resilient stocks with low risk scores so you can concentrate on resilient businesses before momentum potentially moves them further away.
• Position ahead of developments in the energy transition using the focused 16 nuclear energy infrastructure stocks and concentrate on infrastructure-related candidates that may still be less widely followed.

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.

Have feedback on this article? Concerned about the content? Get in touch with us directly. Alternatively, email editorial-team@simplywallst.com