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Wire · technology

3 Data Center Stocks Powering the AI Buildout

23 August 2026 · By · Wire by Fusion42

Published

23 August 2026

Topic

technology

◆ Sectors

Deep Tech: Telecom & Connectivity

◆ Geography

United States

◆ Source

Read at aol.com →

◆ Verified

Fusion42 · 23 August 2026 · Fusion42 review

Three US-listed data center companies Vertiv, Equinix, and Digital Realty Trust have raised 2026 guidance driven by accelerating AI demand. Vertiv focuses on power and thermal equipment, Equinix leads in interconnection services, and Digital Realty provides hyperscale data centre real estate with strong growth prospects.

This Wire brief sits within Fusion42's coverage of Deep Tech: Telecom & Connectivity.

◆ ◆ The Wire takeaway

AI demand is pushing data centre infrastructure beyond chips to power, cooling, and interconnection. You need to engage with equipment and real estate providers like Vertiv and Digital Realty now to capture this expanding spend and avoid bottlenecks.

◆ Coverage

1 source · 23 Aug 2026

◆ Related on Wire

◆ Topics

Deep Tech: Telecom & Connectivityai-demanddata-centershyperscaleinfrastructure-growthequity-guidance