3 AI Infrastructure Stocks Linked To Data Center Power Demand

Yahoo Finance · 2026-10-26

Global markets face crosscurrents on October 26, 2026, driven by elections in Brazil and Serbia, Middle Eastern oil tensions, and major cloud earnings from Alphabet, Microsoft, and Amazon. This report highlights three key equities from our Global Megacap AI & Cloud Leaders screener tied directly to data center power needs. First, Monolithic Power Systems designs power-management semiconductors for AI servers, reporting enterprise data growth at 130 percent year over year, with data center exposure nearing 50 percent of revenue (ticker MPWR down 2.38 percent). Second, Analog Devices provides high-performance chips and subsystems, posting an annualized data center revenue run rate of about 2 billion dollars (ticker ADI up 1.38 percent). Third, KLA Corporation supplies semiconductor inspection and process control equipment, generating roughly 12.2 billion dollars from semiconductor process control operations (ticker KLAC down 1.50 percent).

AI 시장 분석

Ahead of cloud and AI earnings reports from big tech companies such as Alphabet, Microsoft, and Amazon, AI infrastructure stocks related to data center power demand are drawing attention. Monolithic Power Systems (MPWR) saw its enterprise data segment grow 130% year-over-year driven by surging demand for AI data center power chips. Investors are closely monitoring the potential for increased revenue and profits in power semiconductor and equipment stocks resulting from AI infrastructure expansion.

상승 영향

Semiconductors — Strong earnings are expected, driven by a surge in demand for AI data center power management and analog semiconductors, with MPWR and ADI seeing enterprise data segment revenue grow 130% year-over-year.
AI — Data center power demand is exploding due to global cloud and AI infrastructure expansion, benefiting related semiconductor and equipment suppliers.

하락 영향

Utilities — Rapidly increasing power demand from AI data centers is intensifying power supply shortages and energy cost pressures, which could negatively impact the margins of related infrastructure companies.

DYAX 전담 분석

The increasing power density of AI data centers and the acceleration of infrastructure deployment are directly driving revenue growth for power and analog semiconductor companies like MPWR and ADI. In fact, MPWR's data center-related revenue accounts for about 50%, while ADI records annual data center revenue of around 2 billion dollars.

In the bullish scenario, the expansion of AI workloads will lead to higher shipments of high-value chips, driving margin improvements. In the bearish scenario, power supply constraints and capital expenditure (CapEx) burdens could pressure margins. Key monitoring metrics are the growth rate of data center power chip shipments and power cost volatility.

AI가 생성한 분석으로 투자 자문이 아닙니다.

DYAX Investor Sentiment

Bullish (Long) 55% · Bearish (Short) 45%

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