By Simply Wall St
Publication Date: 2026-09-30 00:29:00
AI regulation just took a softer turn, and that shift is rippling straight into the companies building the chips, data centers, and infrastructure behind the headlines. With the White House favoring voluntary principles and Washington talking up U.S. AI leadership, capital is following the pipes, not just the apps. This piece walks through three stocks exposed to that news backdrop and how their role in AI infrastructure could matter for your portfolio decisions.
The three companies highlighted below are only a small sample of the idea, and the wider screen surfaced 55 more US AI infrastructure and data center beneficiaries with equally compelling stories that are not covered here.
If you want to move from headlines to hard filters and identify which tickers best fit your own risk and return preferences, go straight to the US AI Infrastructure and Data Center Beneficiaries screener.
NVIDIA (NVDA)
NVIDIA is a prominent example of the AI infrastructure theme in this screen, designing the GPUs and data center platforms that power many of the AI factories behind today’s buildout and turning that role into a very large global business.
NVIDIA operates two main engines. Compute & Networking, focused on AI data center platforms, contributes about US$275.4b of revenue, while Graphics adds roughly US$27.6b. The group carries a market value of about US$5.5t, reflecting its scale in AI hardware and infrastructure.
“$400b annual revenue assumes Nvidia continues to be dominant in…