As tech giants expand data centers for AI growth, companies like Amphenol, Vertiv, and Quanta Services provide essential components like interconnects, cooling systems, and power infrastructure. Amphenol leads in high-speed interconnects, with Q1 2025 reporting record sales. Vertiv’s stock has risen 71% in 2025 due to AI data center orders, while Quanta Services profits from AI-driven demand, with a $7.6 billion revenue in the third quarter.

Amphenol holds a commanding 33% market share in AI and data center interconnects, with projected revenue to reach $26.9 billion by 2028. Vertiv’s power and cooling solutions support AI’s energy-intensive workloads, with a stock rise of 71% in 2025, while Quanta Services leads in building infrastructure for AI data centers, benefiting from a surge in demand and strong financial performance.

Amphenol’s diverse portfolio and acquisition strategy make it a solid buy for those betting on sustained AI infrastructure spending. Vertiv’s momentum, up over 1,200% in the past three years, positions it as a high-growth pick for the ongoing infrastructure wave. Quanta Services’ role in solving connectivity bottlenecks amid AI’s power crisis makes it a must-buy for infrastructure-focused portfolios.

Read more at Yahoo Finance: 3 Must-Buy Stocks Fueling the Data Center Surge