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3 AI Infrastructure Stocks to Watch as Data Center Spending Surges

By newsfeedback@fool.com (Rick Orford)

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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.

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