The $100 Trillion AI Energy Pivot: Top 3 Infrastructure Stocks To Watch!

Everyone is talking about AI stocks. But while the world is focused on chips and software, a completely different crisis is unfolding under the surface. And the companies solving it could be some of the most important investments of the next decade. Today, we are focusing on the multi-trillion dollar AI energy pivot and three related infrastructure stocks worth watching. So, let's get into it. All right, guys. Welcome back. Thank you all so much for being here. Today, we are diving in to three strong buy stocks related to the massive AI energy pivot. Now, I want to set the stage for today's video. Global electricity demand from data centers surged 17% in 2025 and AI specific consumption grew by 50% in just one year. Morgan Stanley forecasts a nearly 50 gawatt power shortfall in the US by 2028. And the largest next-gen AI campuses under construction will consume as much electricity as 2 million households. And the US grid built decades ago, not built for any of this. Analysts estimate that global infrastructure investment needs will exceed $100 trillion by 2040. with energy and power needing 23 trillion of that alone, all to keep pace with the AI era. So, today we're breaking down three strong buy stocks. One that manages the heat inside AI data centers, one that modernizes the grid supplying them, and another that supplies the clean power that they cannot work without. We're going to take a look at each of these companies, what it is that they do, and of course, how Wall Street analysts weigh in. If you enjoy today's video, make sure you hit that thumbs up button and that you're subscribed to the channel. Now, let's dive right into today's stocks. First up, we're taking a look at Verdive Holdings. This is a pure picks and shovels play in the AI cooling space. They trade under the ticker VRT, currently priced at $323 per share, having climbed over 200% in this past year and gaining 39% in the last 3 months. Here's the problem that Verdives solves. Every AI GPU rack generates enormous heat. As rack power densities climb above 100 kilowatts, traditional air cooling simply can't keep up. Verda builds the liquid cooling systems, power distribution units, and thermal management infrastructure that keeps these racks from melting down. Every major hyperscaler, AWS, Azure, Google Cloud, and Oracle is a Verdiff customer. Verdive shared their Q1 earnings report back on April 22nd, coming out with a solid earnings and revenue beat. Earnings per share surged nearly 83% year-over-year to $1.17, beating estimates by 17, while revenue climbed 30% year-over-year to $2.65 billion. The company exited 2025 with $15 billion backlog and a staggering booktoill ratio of 2.9x. Management also raised its fullear 2026 guidance to 13.5 to 14 billion in net sales, implying around 30% organic growth. Just last week, we did hear from a five-star analyst at Loop Capital who initiated coverage on the stock with a buy. They assigned a $500 price target, saying the company has a flywheel just as the industry enters the front end of a legitimate AI infrastructure super cycle. It sees material upside to consensus estimates. And while Verdiff shares are up more than 130% this year, this is just the beginning from this best of breed technology innovator. With 19 current analyst ratings, Verdiff comes in as a strong buy with 16 buys and three holds. The average price target of $371 implies an upside potential of 15%. though more recent ratings have much higher upside. We do have a hold here in May with an upside of nearly 5% and a high-end price target from Loop Capital with an upside of nearly 55%. For our second stock, we're taking a look at Eaton. And this one might surprise you. Trading under the ticker ETN, they're currently priced at about $374 per share. Their stock has gained 16% in the last year, up over 2% in the last 3 months. Most people think of Eaton as a legacy industrial company. And they're right. It has been around for 130 years, but in the last 18 months, they have made an aggressive strategic pivot, going allin on AI. Eaton makes the critical hardware at almost every step of the power transmission from circuit breakers, transformers, switch gear, control panels, power distribution units. if electricity is moving towards an AI data center, there's a very good chance Eaton Equipment is touching it. And now with their $9.5 billion acquisition of Boyd Thermal in early 2026, Eaton is also playing inside the rack, adding liquid cooling to its portfolio and raising its addressable revenue per data center megawatt by 17%. And the company's Q1 earnings report on May 4th backs all that up. They came out with record revenue and profitability. Earnings per share of $2.81 beat expectations by 9 per share while revenue climbed to a record 7.5 billion. And they saw data center orders up about 240% year-over-year with the company estimating 32 gawatts of US data center capacity under construction and total data center backlogs of 228 gawatt equivalent to 12 years of build at 2025 installation rates. The company's free cash flow also increased about 245% year-over-year. Following that earnings report, we did have quite a few Wall Street analysts bumping up their price targets, including a five-star analyst from RBC. They said that Eaton is executing well against the accelerating growth opportunities in data centers, utility, and electrification broadly, and the firm is looking for second half uptick in incremental organic volume, operating leverage, and sequential margin expansion. Another analyst from Morgan Stanley views the company's transformation as underappreciated at current share levels. With 15 current analyst ratings, the Eaton stock comes in as a strong buy with 12 buys and three holds. And the average price target of $451 implies an upside potential of over 20%. Looking at those ratings down below, we can see all of those analysts bumping up their price targets following earnings, ranging from a low end here with a hold and an upside of 4.6%. 6% to a high-end upside of 33 12%. If you've made it all the way to the third stock today, then do me a favor and make sure you've hit that thumbs up button. Third on the list, we're looking at Constellation Energy, the power plant story. They trade under the ticker CEG, currently priced at $257 per share, and they are in the red this past year, down 10% overall, losing 11% in just the last 3 months. Now, here's the problem with AI data centers. They need power 24 hours, 7 days a week. Solar obviously goes down at night. Wind can be intermittent. So, what these hyperscalers need is clean, firm base load power. And one technology that reliably delivers that is nuclear. Constellation Energy operates the largest nuclear fleet in the United States. And in January of 2026, they completed a 26.6 6 billion acquisition of Calpine, creating a 55 gawatt generation fleet and cementing its standing as the largest private power producer in America. Constellation has been systematically locking in long-term carbon-f free revenue with AI hyperscalers. Their landmark Microsoft Power Purchase agreement is a 20-year deal that anchors nuclear power directly to AI center demand. and they've also secured contracts with Meta and have active talks with eight other major cloud providers. Constellation shared their latest earning support on May 11th and on the surface the results were strong. However, the stock has dropped 14% since. Some of their guidance missed estimates and their recent acquisition is weighing on the balance sheet. Earnings per share of $2.74 climbed 28% year-over-year and beat estimates by 20 cents per share. The company also saw robust cash flow of $8.4 billion. And their revenue came in at 11.12 billion, surpassing expectations by over 23%. But one factor also weighing on the stock was the delay of their crane clean energy center, which is tied to their 20-year Microsoft power purchase agreement. It might not be able to reconnect to the grid until 2031, 4 years later than originally targeted. So, we did see quite a few Wall Street analysts lower their price targets on the stock as they do see some near-term concerns, but the long-term nuclear AI story remains in play, and most of them still reiterated buys. With 15 current buy ratings, Constellation Energy comes in as a strong buy with 14 buy ratings and just one hold. And with those lowered price targets, the average still comes in at $380, implying an upside potential of 47%. When we look at those ratings down below, on the low end, we have a hold rating with an upside of nearly 20%. And just last week, we had an analyst at Wells Fargo nearly double their price target, implying an upside of 99%. So, that is a quick look at three strong buy stocks, all with meaningful AI energydriven revenue. Let me know your thoughts on these companies and which one is on your watch list or what other stocks in this area you like. I know there's a lot of great options out there. Keep in mind, these videos are never a suggestion to buy or sell any specific stock, so make sure you always do your own research and due diligence. Thanks so much for watching. Have a wonderful day and I'll see you back here next time.