Equinix (NASDAQ: EQIX) , Digital Realty (NYSE: DLR) , and Quanta Services (NYSE: PWR) sit at different points in the physical AI buildout. As demand for data centers and electricity accelerates, their biggest opportunity may also reveal the biggest risk: whether growth can generate returns strong enough to justify premium valuations. Stock prices used were the market prices of Sept. 15, 2026. The video was published on Sept. 24, 2026. Missed AI’s "Act 1"? Act 2 Could Be 15x Bigger. Most investors think they missed the AI boat because they didn't buy Nvidia in 2005. But according to our analysts, we’re only at the end of "Act 1"—the R&D phase. "Act 2" is the global rollout. Continue » Should you buy stock in Equinix right now?
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