AI Infrastructure Stocks sit at the intersection of powerful themes investors are watching right now, from cooling inflation signals and shifting rate expectations to renewed focus on real assets and cash generation. As attention moves from speculative AI software stories toward the physical backbone of data centers, power and connectivity, this screener focuses on companies turning AI demand into actual revenue and cash flow. In this article, you will see 3 stocks from the AI Infrastructure Stocks screener, providing a clear starting point for researching businesses tied directly to the build out of AI’s hardware foundation.

TTM Technologies (TTMI)

Overview: TTM Technologies is a US based manufacturer of high performance printed circuit boards, RF components and complex mission systems that sit inside data center servers, aerospace and defense platforms, vehicles, medical devices and industrial equipment, working closely with OEMs and government agencies to design, test and build these critical electronic systems.

Operations: TTM Technologies generates most of its revenue from its Commercial segment at about US$1.7b and its Aerospace & Defense segment at about US$1.3b, with additional segment adjustments of about US$40m and intersegment eliminations of about US$12m, while geographically revenue is primarily split between the United States at about US$1.6b and other regions at about US$1.2b.

Market Cap: US$13.7b

TTM Technologies sits at the intersection of AI infrastructure and defense electronics, supplying advanced PCBs and RF systems for data centers, radar and secure communications while carrying a sizeable Aerospace & Defense backlog that supports revenue visibility. Analysts currently forecast higher earnings and revenue, and recent moves such as the Ultra HDI facility in Syracuse, expanded capacity for AI servers and planned European acquisitions indicate an effort to move up the value chain into higher value engineered solutions and services. At the same time, high capital spending, customer concentration, geopolitical exposure and rich P/E multiples mean the story depends heavily on execution and consistent demand. This is where deeper analysis of the business, end markets and competitive positioning becomes especially important for investors.

TTM Technologies is pushing hard into higher value AI server and defense electronics work, yet its rich P/E and heavy capex raise real questions about what is already priced in, so the 4 key rewards and 2 important warning signs might change how you see the trade off entirely

Forgent Power Solutions (FPS)

Overview: Forgent Power Solutions designs and manufactures power distribution equipment that keeps data centers, the power grid and heavy industrial facilities running, from switchgear and transformers to power distribution units and modular power skids, and supports these assets with installation, maintenance and retrofit services.

Operations: Forgent Power Solutions generates around US$1.2b in revenue from designing, developing, manufacturing and marketing its products and services, all of which is currently sourced from North America.

Market Cap: US$12.1b

Forgent Power Solutions sits squarely in the physical heart of AI infrastructure, supplying the switchgear, transformers and power units that data centers and utilities rely on, while analysts expect strong earnings and revenue growth alongside a backlog reported at around US$2b. The stock trades on a lower P/S than many peers and analysts see valuation upside. However, current profit margins are still modest and the company leans heavily on external borrowing, which raises funding risk. In addition, a relatively new board and management team plus recent equity offerings contribute to a fast growing, higher risk power equipment specialist where the balance between growth, volatility and balance sheet pressure really matters for investors willing to do the homework.

Forgent Power Solutions has accelerating orders and a US$2b backlog that could be masking a very different risk return profile, so the 4 key rewards and 2 important warning signs (1 is major!) is where the real twist in this story starts

Vertiv Holdings Co (VRT)

Overview: Vertiv Holdings Co designs and services the power, cooling and thermal management equipment that keeps AI heavy data centers, communication networks and industrial sites running, supplying everything from liquid cooling systems and uninterruptible power supplies to modular data center solutions across more than 100 countries.

Operations: Vertiv generates about US$7.0b in revenue from the Americas, US$2.4b from Asia Pacific and US$2.3b from Europe, the Middle East & Africa, with intersegment sales of roughly US$1.0b.

Market Cap: US$111.2b

Vertiv sits at the center of the AI infrastructure buildout, pairing a US$10.2b revenue base with a US$15b backlog and direct co engineering work with NVIDIA on liquid cooling and 800 volt DC power systems that aim to solve AI’s power and heat problems. Earnings growth has been very strong, forecasts for revenue and earnings growth are well above broader market expectations, and return on equity and margins are described as high, yet the stock trades on an elevated P/E and relies heavily on external borrowing. For investors focused on AI data center demand, liquidity, valuation risk and customer concentration, Vertiv’s story is far more complex than a simple “AI winner” label suggests.

Vertiv’s surging AI backlog and high margins are only half the story; the real question is whether current pricing fully reflects that growth trajectory, so the analyst forecasts for Vertiv Holdings Co may reveal what the market is missing.

The 3 stocks covered here are only a small sample of the opportunity set. The full AI infrastructure search surfaces 51 more companies whose cash flow stories and AI exposure might be just as compelling as the ones you have seen so far through the AI Infrastructure Stocks screener. Unlock that full list and use Simply Wall St to identify, filter and analyze the exact catalysts, backlogs, balance sheets and AI narratives that matter most to you so you can focus on the highest conviction ideas in this theme.

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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.