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AI Data Center Demand Just Surged 250%: 5 Stocks Set to Climb

MarketBeat | Stock Market News & Analysis

Release Date: 01/09/2026

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More Episodes
AI data center demand just surged another 250%, and the latest earnings reports are confirming what investors have been waiting to see. In this video, MarketBeat’s Thomas Hughes breaks down why Applied Digital’s blowout earnings caught the market by surprise and what it signals for the future of AI infrastructure.

We take a closer look at five data center stocks positioned to benefit as AI workloads continue to scale, comparing business models, competitive advantages, and long-term growth potential. From companies that own their data centers and offer GPU-as-a-service to those relying on third-party infrastructure, not all data center plays are created equal. One popular AI name even lands at the bottom of the list, and Thomas explains why.

Video Chapters:

0:19 Stock 1
3:17 Stock 2
5:29 Stock 3
7:24 Bridget’s Buys
8:33 Stock 4
10:40 Stock 5

Free Special Report on Applied Digital’s future and why many analysts believe this could be just the beginning: https://www.marketbeat.com/y/apld

See what’s on Bridget’s Buys Watchlist: https://www.marketbeat.com/bridget

📲 Text ’YouTube’ to 68285 for FREE SMS breaking news alerts on top stocks.

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