A single AI deal just turned power into the new bottleneck, with Anthropic committing $3.4b to secure 1.7 GW of gas generators so its data centers do not go dark. That kind of check focuses attention on who supplies the heavy equipment and grid muscle behind the hype. This piece walks through three stocks exposed to that same story, and how this AI power grab might shape their risk and reward.
The stocks highlighted below are just a sample. The full screen surfaces 26 more power infrastructure suppliers whose data center and AI stories are not covered here but follow a similar theme. To identify and analyze those potential opportunities in more detail, head straight into the Power Infrastructure Suppliers to Data Center and AI Growth screener .
ERock (EROC)
ERock gives the screener a pure play on dedicated power for energy hungry data centers, with modular gas units aimed at operators that want their own generation capacity rather than waiting in long utility queues.
ERock, Inc. designs and operates modular distributed power systems for U.S. commercial and industrial users, closely aligned with data centers and utilities that want dedicated on site generation. The business generated about $162 million from electric equipment and has a market value near $1.9 billion.
"Longer gas turbine lead times and multi year interconnection queues are pushing customers toward modular, quicker to deploy options like RockBlock. This can support utilization of the Hyperion facility and potentially improve gross margins as assembly volumes rise."
What happens to ERock's earnings path if a single assumption around that growing pool of long-term AI power projects shifts direction?
If that pivot point matters to your thesis, read the full narrative for ERock to see how competing AI power contracts, capital needs and policy shifts could reshape ERock's trajectory.
Generac Holdings (GNRC)
Generac Holdings is one of the clearest plays on the screener's theme, supplying the heavy backup and prime power gear that keeps large data centers and AI campuses online when the grid cannot. It is a global energy technology group with most revenue coming from the U.S. at about US$3.8b and roughly US$900 million from international markets, and the stock is valued at about US$10.4b.
For data center investors, Generac Holdings is where the power problem turns into a concrete product story, with heavy equipment, long contracts and a growing role in keeping AI servers running when the grid is stretched.
"Accelerating AI driven build outs of hyperscale and colocated data centers are now supported by Generac Holdings having about US$450m of expected 2026 data center revenue, a US$1.6b dedicated backlog, and multiple multiyear hyperscale agreements including an Amazon deal projected at about US$2.4b of deliveries in 2027 to 2028."
What happens to that AI power narrative if one key pressure on Generac Holdings' future profitability and cash generation moves in the wrong direction?
If that pressure point matters for you, read the full narrative for Generac Holdings to see how Generac Holdings' AI backlog, contracts and risks could be re-rated by fresh power shocks.
Power Solutions International (PSIX)
Power Solutions International plugs into the screener theme through the engines that sit at the heart of large generator sets for data centers, with a US$903 million market value giving it enough scale to matter as AI driven power demand reshapes on site generation.
"PSIX has seamlessly transformed its traditional industrial engine portfolio to capture this specific demand vector. By focusing on fuel-agnostic engine blocks capable of natural gas conversion, PSIX overcomes the diesel regulatory bottleneck and supplies a product for which data center operators are currently willing to pay a high premium."
What happens to Power Solutions International's earnings power if that premium narrows just as one less obvious cost pressure starts to bite?
As that less visible cost pressure builds, read the full narrative for Power Solutions International to see how Power Solutions International could still convert AI power demand into durable earnings strength.
Seeking Fresh Alternatives Before They Fly
Fresh breakout stories do not stay quiet for long. Screens fill up fast once momentum gets caught on the radar. Scan these under-the-radar ideas while it matters and consider your options promptly.
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Spot early movers with strong balance sheets before momentum crowds in around the list of solid balance sheet and fundamentals (25 results) and the pricing window starts dropping out of reach.
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Track powerful AI demand trends by scanning the 53 AI infrastructure stocks while these infrastructure plays are still flying mostly under the wider market's focus.
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Position ahead of the robotics build out by reviewing the 90 robotics and automation stocks while these automation leaders remain under the radar for now.
This article is general in nature and was produced with the assistance of AI automation, based on data and analysis from Simply Wall St. 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. 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.
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