<div id="readability-page-1"><div><p>AI gets most of the headlines for software and algorithms, but the real bottleneck is the physical hardware that keeps it all running. At a time when central banks are reacting to inflation, energy prices are volatile, and bond yields are moving, the companies that provide the power, cooling, and connectivity for AI can offer a different angle on the theme. This AI Infrastructure Stocks screener focuses on businesses that are already turning AI demand into revenue and cash flow. In this article, you will see 3 stocks from the screener that stand out for further research.</p> <h2>Forgent Power Solutions (FPS)</h2> <p><strong>Overview:</strong> Forgent Power Solutions designs and manufactures electrical distribution equipment that keeps data centers, the power grid and energy intensive industrial facilities running, and also offers maintenance, testing, repair and upgrade services for these systems.</p> <p><strong>Operations:</strong> Forgent generates US$1.0b in revenue from the design, development, manufacture and marketing of its products and services, all from North America.</p> <p><strong>Market Cap:</strong> US$13.1b</p> <p>Forgent Power Solutions sits at the heart of AI infrastructure, supplying switchgear, transformers and power distribution units that data centers and utilities rely on, while turning strong AI related demand into revenue and earnings forecasts that point to very high growth. Profit margins are still thin at around 1.5% and return on equity is currently low, which makes the forecast change in profitability an important area for investors to scrutinize. The stock screens as undervalued relative to estimated cash flows, yet carries clear risks from a funding structure reliant on external capital and a young board and management team. With fresh equity raised and sizeable order visibility, the key issue for investors is whether this early stage power specialist can turn its backlog into durable, high quality earnings.</p> <p>Forgent’s rapid AI order momentum and thin 1.5% margins hint at a story where earnings could look very different to today. However, the real kicker sits inside the analyst forecasts for Forgent Power Solutions</p> <figure><img height="476" src="https://imageproxy.pbkrs.com/https://images.simplywall.st/company/64a32f52-7015-407d-aede-a5724314d1e6/chart/earnings-and-revenue-growth/query-ZGF0ZT0yMDI2LTA1LTEy?x-oss-process=image/auto-orient,1/interlace,1/resize,w_1440,h_1440/quality,q_95/format,jpg" width="746" original-src="https://imageproxy.pbkrs.com/https://images.simplywall.st/company/64a32f52-7015-407d-aede-a5724314d1e6/chart/earnings-and-revenue-growth/query-ZGF0ZT0yMDI2LTA1LTEy"/><figcaption>NYSE:FPS Earnings &amp; Revenue Growth as at May 2026</figcaption></figure> <h2>Flex (FLEX)</h2> <p><strong>Overview:</strong> Flex is a global manufacturing and supply chain partner that designs, builds, and ships hardware for customers across data centers, communications, consumer, automotive, industrial, healthcare, and power markets. It often takes products from concept through production and delivery.</p> <p><strong>Operations:</strong> Flex generates US$14.8b in revenue from its Flex Agility Solutions segment and US$12.1b from Flex Reliability Solutions, across facilities in the Americas, Asia, and Europe.</p> <p><strong>Market Cap:</strong> US$53.3b</p> <p>Flex provides broad exposure to AI data centers and higher value electronics through a global footprint that can regionalize production and offer integrated design, manufacturing, and logistics for large clients. Earnings are currently built on thin net margins of 3.2% and a funding structure that leans on external borrowing. Analysts are expecting much faster earnings growth than the wider US market and a higher future return on equity as automation and higher margin verticals such as healthcare and automotive grow. Alongside the planned spin off of its Cloud and Power Infrastructure business and recent power control and chip platform partnerships, there is a deeper story on growth, concentration risk, and valuation that may warrant closer attention.</p> <p>Flex’s accelerating shift toward higher margin verticals and automation could be masking a very different earnings profile than headline net margins suggest. The full story sits inside the analyst forecasts for Flex</p> <figure><img height="476" src="https://imageproxy.pbkrs.com/https://images.simplywall.st/company/d6071829-44d1-4c53-9230-ce913704c711/chart/earnings-and-revenue-growth/query-ZGF0ZT0yMDI2LTA1LTEy?x-oss-process=image/auto-orient,1/interlace,1/resize,w_1440,h_1440/quality,q_95/format,jpg" width="746" original-src="https://imageproxy.pbkrs.com/https://images.simplywall.st/company/d6071829-44d1-4c53-9230-ce913704c711/chart/earnings-and-revenue-growth/query-ZGF0ZT0yMDI2LTA1LTEy"/><figcaption>NasdaqGS:FLEX Earnings &amp; Revenue Growth as at May 2026</figcaption></figure> <h2>Vertiv Holdings Co (VRT)</h2> <p><strong>Overview:</strong> Vertiv Holdings Co supplies the power systems, cooling equipment, racks, and software that keep data centers and telecom networks running, including the liquid cooling and thermal management needed for high power AI hardware.</p> <p><strong>Operations:</strong> Vertiv generates about US$7.0b of revenue from the Americas, US$2.4b from Asia Pacific, and US$2.3b from Europe, Middle East &amp; Africa, partially offset by US$974m of intersegment sales.</p> <p><strong>Market Cap:</strong> US$141.3b</p> <p>Vertiv sits directly in the flow of AI data center spending, with liquid cooling and power systems that are integrated into current GPU designs and supported by a sizeable backlog, strong free cash flow and low net leverage. Earnings growth, high returns on equity and margin expansion appeal to investors looking for AI exposure backed by physical infrastructure rather than pure software hype. At the same time, the stock trades on a rich valuation and is tied closely to a small group of hyperscale customers, so any pause in AI capex or order cancellations could have a significant impact. The key consideration for investors is whether this combination of growth, quality and risk justifies the current price or calls for more patience.</p> <p>Vertiv’s surge in AI infrastructure, its rich valuation, and its reliance on a tight hyperscaler group suggest a story that may be more finely balanced than it looks. Get the context in the analysis report for Vertiv Holdings Co</p> <figure><img height="476" src="https://imageproxy.pbkrs.com/https://images.simplywall.st/company/e3f2d2ab-de16-45cc-8091-489d1baf8812/chart/earnings-and-revenue-growth/query-ZGF0ZT0yMDI2LTA1LTEy?x-oss-process=image/auto-orient,1/interlace,1/resize,w_1440,h_1440/quality,q_95/format,jpg" width="746" original-src="https://imageproxy.pbkrs.com/https://images.simplywall.st/company/e3f2d2ab-de16-45cc-8091-489d1baf8812/chart/earnings-and-revenue-growth/query-ZGF0ZT0yMDI2LTA1LTEy"/><figcaption>NYSE:VRT Earnings &amp; Revenue Growth as at May 2026</figcaption></figure> <p>The three companies in this article are just a starting point. The full AI Infrastructure Stocks screener uncovers 35 more AI infrastructure stocks with equally compelling narratives across power, cooling, data center hardware and connectivity. Use Simply Wall St to identify the exact catalysts, cash flow profiles and business narratives that matter most to you so you can analyze and prioritize the highest conviction opportunities in this space.</p> <h2>Take Control of Your Investment Journey</h2> <p> If Forgent Power Solutions or any of these companies have caught your attention, register for FREE with Simply Wall St and add your companies to a Watchlist to monitor the share price against the fair value and track any new developments as they happen.             Once you've made your move, manage your holdings with our Portfolio Command Center that filters out the noise to deliver only the most critical, actionable updates.             Throughout your journey, our Community allows you to filter the best ideas from thousands of investor perspectives.             By uncovering hidden catalysts and risks early, you'll accelerate your decision-making and stay one step ahead of the market.         </p> <h2>Seeking Fresh Alternatives For Your Curiosity?</h2> <p>Markets move fast and the best ideas rarely stay quiet for long. Spot stocks building real breakout momentum before the crowd notices and the data goes stale, and consider acting while the information is still timely.</p> <ul> <li>Spot early turnarounds by scanning the 45 high quality undervalued stocks curated for strong cash generation and quality fundamentals while they are still flying under most investors' radar.</li> <li>Follow structural themes by tracking the 90 nuclear energy infrastructure stocks focused on critical infrastructure players positioned around long term energy demand shifts.</li> <li>Explore resilient income opportunities with the 13 dividend fortresses built around companies prioritizing dividend payments that can help provide income diversification alongside exposure to growth stocks.</li> </ul> <p><em> This article by Simply Wall St is general in nature. <strong>We provide commentary based on historical data         and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice.</strong> It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your         financial situation. We aim to bring you long-term focused analysis driven by fundamental data.         Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material.         Simply Wall St has no position in any stocks mentioned.</em></p><div><h3><strong>New: </strong>AI Stock Screener &amp; Alerts</h3><p>Our new AI Stock Screener scans the market every day to uncover opportunities.</p><div><p>• Dividend Powerhouses (3%+ Yield)<br/>• Undervalued Small Caps with Insider Buying<br/>• High growth Tech and AI Companies</p><p>Or build your own from over 50 metrics.</p></div><p>Explore Now for Free</p></div></div></div>

FLEX

<p>The article discusses three key stocks in AI infrastructure: Forgent Power Solutions (FPS), Flex (FLEX), and Vertiv Holdings Co (VRT). FPS focuses on electrical distribution for data centers, generating $1.0b in revenue but with thin margins. FLEX, a global manufacturing partner, has a revenue of $26.9b and is shifting towards higher-margin sectors. VRT supplies cooling and power systems, with a revenue of $7.0b, but faces risks from its reliance on a few large customers. Each company presents unique growth opportunities and risks in the evolving AI landscape.</p>

If AI Infrastructure Is The Theme These Three Stocks Matter