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Ride the AI Infrastructure Buildout With These 3 Stocks
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Artificial intelligence (AI) remains among the hottest market topics, with investors continuing to seek ways to obtain exposure. The theme has undoubtedly been one of the strongest we’ve seen in years, with many stocks benefiting, namely large-cap technology.
And for those seeking exposure, particularly concerning the data center angle, several stocks, including Vertiv (VRT - Free Report) , Super Micro Computer (SMCI - Free Report) , and Arista Networks (ANET - Free Report) – provide just that.
For those with an appetite for AI exposure through the data center angle, let’s take a closer look at each.
Vertiv
Vertiv provides services for data centers, communication networks, and commercial and industrial facilities with a portfolio of power, cooling, and IT infrastructure solutions and services.
Shares have been red-hot in 2025, gaining more than 40% and widely outperforming relative to the S&P 500.
Image Source: Zacks Investment Research
Arista Networks
Arista Networks is an industry leader in data-driven, client-to-cloud networking for large AI, data center, campus, and routing environments. The stock has been a big beneficiary of the AI frenzy, with analysts raising their EPS expectations bullishly across the board.
The stock is currently a Zacks Rank #1 (Strong Buy) thanks to the positive revisions.
Image Source: Zacks Investment Research
Super Micro Computer
Super Micro Computer is a total IT solution Provider for AI, Cloud, Storage, and 5G/Edge services, fully explaining the buzz around the stock over recent years. Shares have delivered big gains in 2025 so far, up nearly 80%.
Image Source: Zacks Investment Research
Bottom Line
All three stocks above – Vertiv (VRT - Free Report) , Arista Networks (ANET - Free Report) , and Super Micro Computer (SMCI - Free Report) – are prime considerations for Data Center exposure.
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Ride the AI Infrastructure Buildout With These 3 Stocks
Artificial intelligence (AI) remains among the hottest market topics, with investors continuing to seek ways to obtain exposure. The theme has undoubtedly been one of the strongest we’ve seen in years, with many stocks benefiting, namely large-cap technology.
And for those seeking exposure, particularly concerning the data center angle, several stocks, including Vertiv (VRT - Free Report) , Super Micro Computer (SMCI - Free Report) , and Arista Networks (ANET - Free Report) – provide just that.
For those with an appetite for AI exposure through the data center angle, let’s take a closer look at each.
Vertiv
Vertiv provides services for data centers, communication networks, and commercial and industrial facilities with a portfolio of power, cooling, and IT infrastructure solutions and services.
Shares have been red-hot in 2025, gaining more than 40% and widely outperforming relative to the S&P 500.
Arista Networks
Arista Networks is an industry leader in data-driven, client-to-cloud networking for large AI, data center, campus, and routing environments. The stock has been a big beneficiary of the AI frenzy, with analysts raising their EPS expectations bullishly across the board.
The stock is currently a Zacks Rank #1 (Strong Buy) thanks to the positive revisions.
Image Source: Zacks Investment Research
Super Micro Computer
Super Micro Computer is a total IT solution Provider for AI, Cloud, Storage, and 5G/Edge services, fully explaining the buzz around the stock over recent years. Shares have delivered big gains in 2025 so far, up nearly 80%.
Bottom Line
All three stocks above – Vertiv (VRT - Free Report) , Arista Networks (ANET - Free Report) , and Super Micro Computer (SMCI - Free Report) – are prime considerations for Data Center exposure.