3 Great Stocks to Buy to Benefit From the Next Generation of AI Data Centers Led by Nvidia

Lee Samaha, The Motley Fool

Fri, June 26, 2026 astatine 12:35 PM CDT 4 min read

The explosive maturation of artificial quality (AI) applications is not lone driving a roar successful information halfway investment, but besides changing their design. Nvidia is driving the question toward a caller procreation of 800-volt nonstop existent (VDC) information centers acceptable to motorboat successful 2027.

The alteration successful architecture volition person ramifications for AI information halfway infrastructure companies and, according to Barclays expert Julian Mitchell, could positively interaction 3 stocks helium has bargain recommendations on. Here's a look astatine them.

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The caller information centers volition alteration the marketplace

The displacement to the caller information centers enables the usage of a 576 graphics processing portion (GPU) architecture alternatively than the existent 72 GPU architecture. To make abstraction successful the IT rack to bash this, it's indispensable to make a stand-alone powerfulness halfway alternatively than person powerfulness conversion instrumentality spot successful the rack.

In a nutshell, the 800 VDC information centers trim the fig of powerfulness conversions by converting 13.8 kV alternating existent (AC) from the grid to 800V arsenic it enters the information center, past distributing it straight to a powerfulness shelf, which steps it down to 48V for usage by GPUs. This saves important abstraction compared to bequest information centers that usage bulky AC-to-DC converters successful the IT rack.

These 3 companies person circumstantial vulnerability to 800 VDC information centers

Vertiv's (NYSE: VRT) powerfulness systems marque it a cardinal subordinate successful information halfway infrastructure, and it has a heavy collaboration with Nvidia successful spot to make the powerfulness architecture needed to person grid AC to 800 VDC, arsenic good arsenic the DC-to-DC powerfulness shelves and different powerfulness systems (storage, backup, etc.) associated with the caller architecture.

GE Vernova (NYSE: GEV) is the world's starring state powerfulness turbine shaper and a starring subordinate successful electrification. While Vertiv's solutions run wrong the information center, GE Vernova provides the heavy-duty electrical infrastructure needed to present powerfulness from the grid to the 800 VDC information center. In addition, it has a monolithic and increasing backlog of state powerfulness turbines to proviso energy to AI information centers and different applications.

nVent Electric's (NYSE: NVT) absorption has aggressively pivoted the institution toward the information halfway marketplace done acquisitions and disposals. It's a strategy that's worked, expanding the electrical extortion and transportation solutions company's vulnerability to data, not slightest done its liquid-cooling and power-distribution systems. The greater GPU density and associated vigor successful 800VDC information centers mean accepted aerial cooling unsocial won't beryllium capable for high-density workloads, which plays to nVent's spot successful liquid-cooling solutions that run successful the rack itself.