Industrial Stocks nVent, Emerson, and Hubbell Offer AI Infrastructure Exposure at Friendlier Valuations

Industry
โดย The Motley Fool·Read original
Summary · why it matters

Investors who missed the surge in AI chip stocks may still find opportunities in industrial companies supplying essential infrastructure for data centers. nVent Electric has deployed over 2 gigawatts of liquid cooling capacity and saw recent quarterly sales rise more than 50%, earning a spot in Nvidia's partner network. Emerson Electric was chosen to automate on-site power generation for a 1.7-gigawatt AI data center, with orders for its flagship control platform jumping 74%, while maintaining 69 consecutive years of dividend increases. Hubbell raised its 2026 profit forecast on strong data center and utility demand and made acquisitions including a roughly $3 billion deal for NSI Industries to expand its data-center power infrastructure reach. These stocks are not bargain-priced but trade at more grounded valuations than pure AI plays, offering a second chance to invest in the AI build-out through cooling, power, and grid connections.

Impact on stocks 4

Artificial Intelligence▲ · 2 stocks
nVent Electric PLC
NVT
▲ PositiveDemandrelevance

nVent Electric has deployed over 2 gigawatts of liquid cooling capacity, saw quarterly sales rise more than 50%, and earned a spot in Nvidia's partner network.

Robotics & Physical AI▲ · 1 stocks
Emerson Electric Company
EMR
▲ PositiveDemandrelevance

Emerson was chosen to automate on-site power generation for a 1.7-gigawatt AI data center, with orders for its flagship control platform jumping 74%.

Energy Transition & Power Demand▲ · 1 stocks
Hubbell Inc
HUBB
▲ PositiveDemandrelevance

Hubbell raised its 2026 profit forecast on strong data center and utility demand and made a $3 billion acquisition to expand data-center power infrastructure.

Theme Impact 6

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