Data Centers & Hardware AI Stocks
Data center and hardware AI stocks are the REITs, operators, and developers who own the buildings, plus the server and rack makers who fill them. They convert AI capital spending into leases, construction, and hardware orders: the physical shell and plumbing of the buildout, measured in gigawatts rather than square feet.
Market Cap
$1.78T
AI-Exposed Cap
$847.60B
24h Change
+2.89%
64 of 65 stocks
7d Change
-9.98%
64 of 65 stocks
Stocks
65
Market data as of the close on . Prices are end of day, not live.
# | Name | Price | 24h | 7d | Market Cap | Volume (24h) | 7d Chart |
|---|---|---|---|---|---|---|---|
| 1 | C CAT | $558.63 | +0.90% | -10.30% | $255.63B | $2.7B | |
| 2 | D DELL | $328.53 | +3.67% | -22.57% | $208.88B | $2.8B | |
| 3 | E ETN | $341.72 | +4.50% | -7.64% | $132.76B | $1.5B | |
| 4 | S SFTBY | $11.47 | +2.69% | -17.00% | $130.74B | $20.4M | |
| 5 | P PLD | $126.96 | -1.24% | -0.80% | $123.44B | $423.2M | |
| 6 | E EQIX | $1,012.71 | +1.54% | -0.10% | $100.25B | $693.8M | |
| 7 | A AMT | $188.79 | -2.68% | +0.54% | $87.55B | $558.4M | |
| 8 | P PWR | $540.90 | +6.25% | -12.86% | $81.50B | $1.5B | |
| 9 | V VRT | $182.86 | +3.47% | -21.35% | $70.41B | $1.8B | |
| 10 | D DLR | $174.20 | -0.27% | -3.60% | $67.07B | $420.9M | |
| 11 | C CMI | $450.07 | +0.33% | -10.00% | $62.10B | $975.7M | |
| 12 | H HPE | $44.77 | +1.38% | -18.73% | $59.43B | $789.0M | |
| 13 | F FIX | $1,017.50 | +5.45% | -17.45% | $35.81B | $1.2B | |
| 14 | I IRM | $106.52 | +0.97% | -8.61% | $31.71B | $267.6M | |
| 15 | E EME | $608.45 | +2.21% | -10.46% | $26.64B | $573.6M | |
| 16 | B BCE | $21.62 | -1.86% | +6.08% | $20.16B | $114.8M | |
| 17 | S SMCI | $28.76 | +6.20% | -12.72% | $18.60B | $1.1B | |
| 18 | J J | $148.90 | +0.92% | -3.70% | $17.58B | $179.8M | |
| 19 | S SNX | $218.73 | +1.56% | -7.56% | $17.45B | $156.2M | |
| 20 | N NVT | $106.22 | +7.97% | -15.69% | $17.16B | $549.6M | |
| 21 | N NJDCY | $4.01 | +54.23% | +57.25% | $16.76B | $126.3K | |
| 22 | T TU | $9.11 | -3.29% | +2.71% | $14.35B | $93.7M | |
| 23 | W WCC | $292.68 | +2.17% | -14.70% | $14.24B | $222.6M | |
| 24 | M MTZ | $174.10 | +9.54% | -6.43% | $13.98B | $611.1M | |
| 25 | S SKM | $31.23 | +6.15% | +3.14% | $11.99B | $98.0M | |
| 26 | F FN | $327.13 | +11.66% | -0.05% | $11.68B | $652.8M | |
| 27 | G GNRC | $176.78 | +2.58% | -10.69% | $10.43B | $224.5M | |
| 28 | A AEIS | $197.01 | +6.11% | -11.28% | $7.98B | $191.5M | |
| 29 | S STRL | $252.82 | +3.47% | -26.91% | $7.71B | $419.0M | |
| 30 | I IESC | $158.45 | +8.84% | -23.07% | $6.72B | $109.9M | |
| 31 | H HUT | $52.65 | +14.58% | -11.36% | $6.32B | $605.5M | |
| 32 | D DY | $207.52 | +7.64% | -8.86% | $6.26B | $148.4M | |
| 33 | F FLR | $46.48 | +3.33% | -0.81% | $6.22B | $157.5M | |
| 34 | S SEI | $57.77 | +14.28% | -18.29% | $5.81B | $235.7M | |
| 35 | E ENS | $147.02 | +3.11% | -8.08% | $5.30B | $67.2M | |
| 36 | M MOD | $96.61 | +5.71% | -25.55% | $5.14B | $287.0M | |
| 37 | P POWL | $133.12 | +6.44% | -14.81% | $4.85B | $115.0M | |
| 38 | G GDS | $22.35 | +1.68% | +1.96% | $4.48B | $87.9M | |
| 39 | M MYRG | $262.91 | +6.62% | -6.97% | $4.09B | $124.7M | |
| 40 | E ECG | $76.60 | +5.74% | -25.36% | $3.91B | $137.3M | |
| 41 | A AGX | $277.50 | +6.24% | -19.36% | $3.89B | $106.8M | |
| 42 | C CDP | $32.87 | +1.61% | -1.44% | $3.81B | $49.7M | |
| 43 | C CORZ | $11.76 | +3.34% | -11.25% | $3.78B | $349.6M | |
| 44 | P PRIM | $65.40 | +9.81% | -10.13% | $3.44B | $173.7M | |
| 45 | A ATKR | $94.96 | +0.04% | +0.13% | $3.21B | $123.6M | |
| 46 | D DBRG | $16.00 | — no live change | — no live change | $3.00B | $77.0M | |
| 47 | A ACCV | $11.06 | +11.16% | -23.62% | $2.46B | $19.4M | |
| 48 | C CSQR | $14.34 | +4.52% | +7.90% | $2.39B | $21.5M | |
| 49 | N NVTS | $8.61 | +9.54% | +1.53% | $2.32B | $117.4M | |
| 50 | P PENG | $41.83 | +12.39% | -19.45% | $2.14B | $151.4M |
Frequently asked questions
How do data center REITs make money from AI?
They lease space and power to cloud providers and AI companies under long contracts, and AI demand has pushed vacancy in major markets near record lows while pre-leasing new builds years ahead. Their growth shows up as development pipelines and rising rents rather than chip-style revenue spikes.
Why are data center projects measured in gigawatts?
Because electricity, not floor space, is the scarce input. A campus is sized by the power it can draw and cool, so the industry describes projects in megawatts and gigawatts. The Buildout Tracker lists tracked projects with their capacity and the public companies exposed to each.
New to the framework? The Start Here guide walks the whole buildout layer by layer, including where Data Centers & Hardware fits.
Related reading
- Is the AI bubble bursting? What the buildout data says · AI stocks have read Fear for six weeks while the biggest buyers keep raising their spending plans. What the buildout data says about the bubble question.
- What is AI capex, and why does it matter for stocks? · AI capex is what tech companies spend on chips, data centers and power for AI. What counts, why published totals disagree, and which companies get the money.
- What are AI infrastructure stocks? The 12 layers, explained · AI infrastructure stocks are the companies paid to build AI compute: chips, memory, networking, data centers, cooling and power. The 12 layers and the catch.