Three AI infrastructure companies positioned to capitalize on continued demand for data center capacity and cooling solutions

Vertiv offers cooling, power, and storage solutions for AI data centers, with its liquid-cooling systems consuming nearly half as much power as traditional air cooling. The company's top line grew 30% year over year last quarter and is profitable, unlike many peers.

DigitalOcean provides cloud-based access to AI data centers for organizations that cannot or do not want to build their own. It serves more than 640,000 paying customers and generated $900 million in revenue in 2025, up 15% from 2024; customers spending more than $1 million annually grew revenue by 106% in 2025.

Hut 8 is converting Bitcoin mining infrastructure into AI-capable data centers while building its own power generation capacity. The company managed a portfolio of over 1,000 megawatts of power production at year-end and is currently building more than 300 megawatts of additional capacity, with 1,200 megawatts worth of projects in developmental plans. Last year's revenue of $235 million was 45% higher than 2024's.