5 AI Infrastructure Stocks More Than Double in 2026 as Data Center Demand Surges
Updated
Updated · The Motley Fool · May 17
5 AI Infrastructure Stocks More Than Double in 2026 as Data Center Demand Surges
4 articles · Updated · The Motley Fool · May 17
Bloom Energy, Sandisk, Lumentum, Micron and Intel have each more than doubled this year, extending AI-driven gains beyond chip designers into power, storage and networking suppliers.
Data center buildouts are driving the rally: Bloom sells off-grid fuel-cell power systems, Sandisk and Micron supply memory, and Lumentum provides optical links needed to move data at scale.
251% revenue growth at Sandisk, 130% at Bloom, 90% at Lumentum and 70% at Micron underscore the demand surge, with Bloom turning a $70 million quarterly profit and Sandisk guiding for sevenfold fourth-quarter revenue growth.
Intel is the outlier turnaround story, benefiting from renewed CPU demand for AI inference workloads after losing ground as the market shifted toward GPUs and other AI chips.
The broader backdrop remains favorable for the group, with the Nasdaq-100 beating the S&P 500 this year and AI-focused ETFs outperforming even that benchmark.
Can AI stocks sustain record growth amid looming power shortages and massive project delays?
The AI boom promises progress, but who pays the price for its massive energy and water consumption?
Could the next AI revolution abandon giant data centers for smarter, distributed local networks?
The $700 Billion AI Infrastructure Boom: Key Players, Power Challenges, and What’s Next
Overview
The AI infrastructure market is experiencing an unprecedented surge, driven by intense demand for specialized hardware and memory solutions that are essential for powering advanced AI models and data centers. Leading companies are showing remarkable financial growth, with their technologies playing a critical role in the expanding AI ecosystem. SanDisk stands out as a top performer, benefiting from the rising need for its NAND flash memory products, which are crucial for data storage in AI applications. This boom highlights how key players and their innovative technologies are shaping the future of AI infrastructure.