Western Digital And 2 Top AI Infrastructure Stocks

Nvidia CEO Jensen Huang is talking about a Super Intelligence build out that could create around one million jobs, and that kind of industrial push needs a lot of concrete, cables and power, not just clever software. The opportunity sits in the suppliers that keep these AI factories humming. This article walks through three of the strongest “picks and shovels” stocks from our screen focused on that physical backbone.

The three stocks below are just a sample of that build out, while the full screen pulled up 85 more AI infrastructure companies with equally compelling stories that are not covered here.

If you want to identify and analyze your own highest conviction ideas across that broader universe, head straight into the AI Infrastructure Stocks screener.

Western Digital (WDC)

Western Digital is now a focused hard disk drive specialist for AI era data centers, supplying high capacity HDDs and enterprise SSD platforms that store the huge training and inference datasets sitting behind modern AI factories.

Western Digital generated about US$12.9b from hard disk drives and has a global footprint across the United States, China, Europe, the Middle East, Africa and the rest of Asia, with the business valued by the market at roughly US$163.6b.

For this screener, Western Digital matters because its data center HDDs and storage platforms are the physical shelves that hyperscalers use to stack petabytes of AI training data, inference logs and model checkpoints. The economics of that capacity story drive the whole investment debate.

"First, capacity. The whole thesis rests on the duopoly holding the line."

What happens to Western Digital’s rich profitability if a single assumption about future supply discipline and AI infrastructure spending quietly shifts.

When that supply discipline wobbles, the real story sits inside the full narrative for Western Digital, which maps how AI demand could still reshape Western Digital’s trajectory.

Super Micro Computer (SMCI)

Super Micro Computer builds the physical AI factories themselves, with GPU-dense servers, liquid cooling and rack-scale deployments that turn abstract AI demand into hardware orders tied directly to this screener’s infrastructure story.

"The company's launch and rapid expansion of its Data Center Building Block Solution (DCBBS) enables customers to deploy turnkey, energy-efficient, and customized AI data centers faster than traditional solutions, supporting higher-margin product mix and improving gross and operating margins over time."

The real tension sits in what happens to those carefully modelled margins if even one assumption about future pricing power quietly shifts.

Super Micro Computer develops high performance AI focused server and storage platforms, with all US$39.1b of revenue coming from high performance server solutions that underpin modern data centers.

The stock carries a market value of about US$27.4b, which places it in the large cap bracket for AI infrastructure hardware suppliers.

Those margin swing factors are exactly what the full narrative for Super Micro Computer unpacks, showing where Super Micro Computer’s pricing power could accelerate or quietly stall next.

Vertiv Holdings Co (VRT)

Vertiv Holdings Co builds the power and cooling hardware that keeps AI data centers running, from liquid cooled thermal systems to high efficiency UPS units. It earns about US$7.5b in the Americas, US$2.7b in Asia Pacific and US$2.4b in EMEA, with a roughly US$93.95b market value.

Vertiv matters for this AI infrastructure list because it sells the pipes and plumbing that turn GPU demand into real-world capacity, particularly liquid cooling and power systems that let hyperscalers raise rack densities without tripping breakers or boiling server halls.

"The liquid cooling market is already growing at roughly 20-30% annually as hyperscalers like Microsoft, Google, and Amazon race to build AI infrastructure. Vertiv's Q4 2025 organic orders surged 252% year-over-year, and its $15 billion backlog is equivalent to roughly 1.5 years of trailing revenue."

The real swing factor is what happens to Vertiv’s hard won profitability if a single assumption about future AI data center deployment quietly shifts.

That quiet assumption is exactly what the full narrative for Vertiv Holdings Co unpacks, showing where Vertiv’s AI infrastructure story could be accelerating faster than headline figures suggest.

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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.

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