Global trade in AI hardware has surged, with AI enabling equipment driving most of the goods trade growth reported for 2025 and early 2026. Behind those chips and servers sits a very physical story, from power-hungry data centers to cooling and grid upgrades that keep them running. This article highlights three U.S. listed AI infrastructure stocks that are involved in that build out and explains why investors are watching this theme closely. The three stocks that follow are just a sample of the AI infrastructure theme, and the wider screen surfaced 50 more companies with similarly detailed stories that are not covered here.
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