MarketBeat | Stock Market News & Analysis 7 High-Growth Stocks at the Heart of the AI Buildout
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Sep 21, 2025 Join Chris Markoch, a MarketBeat contributor with deep insights into AI infrastructure investments, as he unveils seven high-growth stocks set to thrive in the emerging AI data-center landscape. They discuss the booming market, emphasizing trends like liquid cooling and chip supply diversification. Highlights include how companies like NVIDIA and Broadcom are pivotal for AI acceleration, and the benefits of considering an AI and data center ETF for diversified exposure. Get ready for long-term investment opportunities!
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AI Build-Out Is Multi-Decade
- The AI infrastructure build-out is a multi-decade thesis that expands beyond obvious names and creates room for many companies.
- Investors should view this as a long-term structural shift, not a short-lived fad.
Liquid Cooling Will Scale Rapidly
- Liquid cooling is a fast-growing, under-penetrated segment critical to AI data centers and is expanding from ~5% to an estimated 23% by 2028.
- Envent Electric (NVT) controls about 40% of that market and is deeply tied to hyperscalers' next-gen platforms.
Buy Leaders With A Long-Term View
- Consider buying NVT with a long-term horizon despite current premiums because you're paying for future market share in liquid cooling.
- Expect to pay a premium now (forward P≈31) but weigh that against projected structural growth.