AI giants are back under the microscope, with talk of stricter rules on data centers and power use colliding with a sharp sell off in hyped AI stories. That mix is shaking confidence in growth darlings and quietly shifting attention toward the utilities and power infrastructure companies that keep data centers running. This article examines how that tension affects the market and highlights 3 U.S. stocks that are closely tied to the AI power build out.
The three stocks below are just a sample set, while the full screen on Simply Wall St surfaced 6 more U.S. utilities and power infrastructure companies with data center links and equally compelling stories that this article does not cover. To identify, compare, and analyze those extra candidates side by side, head straight to the U.S. Utilities and Infrastructure-Linked Power Providers to Data Centers screener .
VivoPower (VIVO)
Overview:VivoPower develops and owns powered land and AI focused data center infrastructure, with additional activities in electric vehicles and renewable energy.
Market Cap:US$58.5 million
VivoPower matters for this screener because it is one of the few U.S. listed plays tied directly to powered land and grid ready sites built for AI hungry data centers.
"The defining event is the targeted finalization of a tenant lease for Mo i Rana by 30 June 2026. The single most important variable is the identity of the tenant."
What happens to VivoPower's long term AI power opportunity hinges on how one unresolved funding and execution challenge ultimately plays out.
That single hinge point is exactly what the full narrative for VivoPower unpacks, including how funding, timing, and tenant quality could reshape VivoPower's AI power story.
American Tower (AMT)
Overview:American Tower operates multitenant communications towers and interconnected data center facilities that link mobile carriers, cloud providers, and data traffic globally.
Operations:American Tower generates revenue primarily from U.S. and Canada property at about US$5.1b, plus Latin America US$1.8b and Africa & APAC US$1.6b.
Market Cap:US$89.97b
American Tower matters for this AI power screen because its towers and data centers sit where wireless demand, cloud traffic, and data-center interconnection meet, giving you exposure to the digital plumbing that AI workloads rely on without taking direct platform risk.
"Further rate increases or tighter credit could pressure REIT valuations and refinancing costs. Carrier consolidation or slower network spending could slow leasing growth."
What happens when one quiet shift in how customers use American Tower's infrastructure changes the balance between steady cash flow and future growth?
That inflection point is exactly what the full narrative for American Tower unpacks, showing how shifting carrier behavior, capital costs, and data traffic could be quietly resetting American Tower's long term runway.
Deep Fission (FISN)
Overview:Deep Fission develops and deploys underground small modular nuclear reactors to provide long duration, carbon free electricity for energy hungry data centers.
Market Cap:US$88.4 million
Deep Fission plugs directly into the screener theme because its underground small modular reactors are being designed as dedicated, around the clock power sources for energy intensive AI data centers that want grid like reliability without grid dependence.
"The 25 year Master Energy Purchase Agreement with Great Plains Development Authority, which targets an initial 150 MW phase by September 30, 2028 with potential expansion to 2,000 MW, creates a long dated framework that could scale Deep Fission's contracted revenue base if capacity is built and dispatched under the agreement."
What happens if a single pressure point in how Deep Fission funds and sequences these reactors ends up reshaping long term returns?
That funding hinge is exactly what the full narrative for Deep Fission unpacks, mapping how capital timing, project sequencing, and contract execution could accelerate or stall Deep Fission's long term payoff.
Seeking Alternatives Before The Crowd?
Fresh stock stories can build momentum quickly, and the most attractive entry points may disappear once the crowd catches on. Review these under the radar ideas while they are still less widely followed.
-
Consider targeting companies that focus on generating steady cash flows and aim to keep paying investors even when prices move, by reviewing the 8 dividend fortresses curated for income focused portfolios.
-
Monitor AI related momentum where current profits are already in place, rather than relying only on future projections, by running through the hand picked 41 profitable AI stocks that aren't just burning cash curated for disciplined growth hunters.
-
Explore opportunities linked to infrastructure and electrification themes by scanning the curated 42 power grid technology and infrastructure stocks built for readers tracking long term grid related developments.
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.
Have feedback on this article? Concerned about the content? Get in touch with us directly. Alternatively, email editorial-team@simplywallst.com
