2 Hidden Industrial Stocks That Will Benefit From the AI Infrastructure Build-Out Not Named SpaceX or Intel
Yahoo Finance ·
It's no secret that artificial intelligence (AI) data center infrastructure spending is booming, and the market continues to reward companies with exposure to it. It's not difficult to find companies that will benefit from the major 2026-2030 capital spending on AI data center build-outs. Still, the real value may lie in stocks with relatively low current exposure to AI but with excellent long-term growth prospects as AI spending shifts from infrastructure-weighted to inference (when trained models are running AI applications). I think ON Semiconductor ( ON 2.44% ) and Rockwell Automation ( ROK +1.16% ) are great examples of stocks long-sighted investors should consider. First, their current AI exposure is low, which is why they are largely hidden from many investors. This is somewhat indicated by their lagging share-price performance relative to other highly visible AI data-center plays in the industrial sector, such as Vertiv , Comfort Systems , and GE Vernova .
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