VRT and EQIX both raised 2026 guidance fueled by AI demand, with Vertiv targeting $14 billion in sales and Equinix posting a record 9,700 net interconnections in Q2.
DLR holds a record $1.9 billion backlog and 1.4 gigawatts under construction, with CEO Andy Power projecting double-digit earnings growth in 2027.
Act now: the ***** yst who called NVIDIA in 2010 just named his top 10 AI stocks — and Equinix didn't make the cut. Grab the names FREE today.
The AI capex story now extends well beyond GPUs. As hyperscalers, neoclouds, and sovereign customers race to stand up inference and training capacity, the bottleneck has moved to the physical layer: power, cooling, interconnection, and megawatts of pre-leased shell. That is where the picks in this month's list live. Three US-listed names offer complementary exposure across the data center stack, and each just raised guidance for full-year 2026 on the back of accelerating AI demand.
Below are the three data center stocks worth researching this August, backed by tool-verified pricing, ***** yst consensus, and management commentary from the most recent earnings reports.
#demand #earnings
DLR holds a record $1.9 billion backlog and 1.4 gigawatts under construction, with CEO Andy Power projecting double-digit earnings growth in 2027.
Act now: the ***** yst who called NVIDIA in 2010 just named his top 10 AI stocks — and Equinix didn't make the cut. Grab the names FREE today.
The AI capex story now extends well beyond GPUs. As hyperscalers, neoclouds, and sovereign customers race to stand up inference and training capacity, the bottleneck has moved to the physical layer: power, cooling, interconnection, and megawatts of pre-leased shell. That is where the picks in this month's list live. Three US-listed names offer complementary exposure across the data center stack, and each just raised guidance for full-year 2026 on the back of accelerating AI demand.
Below are the three data center stocks worth researching this August, backed by tool-verified pricing, ***** yst consensus, and management commentary from the most recent earnings reports.
#demand #earnings
2 months ago
