3 AI Infrastructure Stocks Riding Data Center Demand

Global trade risks are rising, with tariff threats, fragmented blocs, and supply chains being rewired, yet demand for AI and tech infrastructure still underpins one of the more closely watched themes in markets today. Investors who ignore how this mix of pressure and resilience filters through to real businesses risk missing some of the most important moves. This article walks through three stocks that our screener suggests are directly exposed to these trade and AI tailwinds, and explains why their stories deserve a closer look right now.

The stocks highlighted below are a small sample. The full screen surfaced 43 more AI and tech infrastructure players with stories that are just as compelling but would not all fit into this article.

If you want to identify and analyze those additional opportunities in one place, head straight to the AI and Tech Infrastructure Beneficiaries screener.

Overview: Nanya Technology is a Taiwan based DRAM specialist supplying memory chips that underpin AI servers, data centers, and a wide range of electronic devices.

Operations: Nanya Technology generates most of its revenue from its Manufacturing Division at about NT$180.2b, supported by roughly NT$64.6b from its Overseas Sales Division.

Market Cap: NT$1,714.8b

Nanya Technology is included in this AI and tech infrastructure screen because its DRAM sits directly inside the servers and data centers powering current AI demand.

“The company expects a 30% year-to-year increase in bit shipments, driven by the introduction of new technologies like 16-gigabit DDR5, aligning with the rising demand for AI-related applications.”

What happens to margins if one unseen pressure on production costs shifts just as that surge in AI related memory demand plays through?

That cost squeeze is exactly what the full narrative for Nanya Technology unpacks, including whether Nanya Technology’s AI memory push is accelerating because of those pressures or masking deeper structural risks.

Overview: CXMT designs and manufactures DRAM chips and related wafers for servers, data centers, mobile devices, PCs, and smart cars worldwide.

Market Cap: CN¥3,927.8b

CXMT is directly connected to the AI and Tech Infrastructure Beneficiaries theme, with DRAM supplying servers and data centers that feed AI compute. Its 2026 H1 revenue of CN¥150.31b and net income of CN¥77.61b illustrate the scale of the existing demand pool. The bigger question for investors is what happens if a single key assumption on data center appetite or pricing power shifts.

If that assumption proves optimistic or conservative, the analysis report for CXMT shows how CXMT’s scale could magnify either the upside or the shock.

Overview: Delton Technology (Guangzhou) manufactures multi-layer printed circuit boards for servers, networking gear, AI hardware, telecoms, autos, and industrial electronics worldwide.

Operations: Delton Technology (Guangzhou) generates about CN¥6.9b from printed circuit boards, with additional CN¥0.5b from other operating income, mostly outside China.

Market Cap: CN¥89.9b

Delton Technology (Guangzhou) provides targeted hardware exposure to AI and cloud infrastructure, with multi-layer PCBs used in data centers, AI switches, and high speed networking equipment. Its recent earnings, margins, and index inclusion highlight its role as a scaled supplier to this capex cycle. Future returns depend on how one key, but less visible, pressure ultimately influences hardware demand.

That hidden driver is exactly what the 4 key rewards and 2 important warning signs (2 are major!) unpacks. This allows you to see where Delton Technology (Guangzhou) may be accelerating or masking strain.

Seeking Alternatives Before The Crowd?

Fresh themes move fast. The next breakout ideas can start flying long before headlines catch up. Scan curated picks while the data still matters and get in early.

• Target durable income streams by reviewing a curated 162 dividend fortresses that could help you avoid chasing yield after prices have already run.

• Spot early movers in metals by tracking a hand picked 17 top copper producer stocks before renewed demand pressures valuations higher and the easy entry points disappear.

• Position ahead of potential capital flows by scanning a focused 229 resilient stocks with low risk scores while many of these quieter compounders remain under the radar for now.

This article by Simply Wall St is general in nature. We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. Simply Wall St has no position in any stocks mentioned.

Have feedback on this article? Concerned about the content? Get in touch with us directly. Alternatively, email editorial-team@simplywallst.com