AI data center growth boosts overlooked infrastructure stocks with record backlogs and strong earnings.

The AI boom is driving massive demand not just for GPUs but also for the infrastructure powering data centers, including power, cooling, and construction. Three U.S.-listed companies—Comfort Systems USA, Vertiv Holdings, and Sterling Infrastructure—are benefiting from this trend with record backlogs and strong revenue growth. Comfort Systems specializes in HVAC and electrical installations, Vertiv provides power and cooling equipment, and Sterling handles site development and electrical work. Their growth reflects the expanding AI data center buildout, with strong earnings and raised guidance signaling continued demand ahead.