By Simply Wall St
Publication Date: 2026-09-22 17:25:00
AI infrastructure has moved from buzzword to battlefront as Washington wrestles with war in Iran, sticky inflation, a swelling US$40b plus public debt load, and a White House that is relaxed about regulating the technology. That mix of risk and freedom is reshaping how capital chases data centers, chips, and power. This article spotlights three US stocks exposed to that news backdrop and explains why they merit a closer look today.
The stocks highlighted below are just a starting sample, and the full screen surfaced 54 more US AI infrastructure and data center builders with equally compelling narratives that are not covered here. If you want to quickly identify potential front runners, head straight into the US AI Infrastructure and Data-Center Builders screener to filter, analyze, and focus on your highest conviction ideas.
Belden (BDC)
Belden sits right in the plumbing of AI infrastructure, supplying the high bandwidth cabling, connectivity and data-center hardware that keep large GPU clusters fed with data, and the stock carries a roughly US$4.3b market cap today.
“Belden’s recent success in securing multi-year, high-value awards in both hyperscale data center applications and automotive manufacturing reflects rising demand from digital transformation and automation projects, positioning the company to benefit from expanding enterprise and industrial digital infrastructure, which supports sustained organic revenue growth.”
What really matters for Belden now is how one…
