AI Data Center Demand Just Surged 250%: 5 Stocks Set to Climb episode artwork

EPISODE · Jan 9, 2026 · 11 MIN

AI Data Center Demand Just Surged 250%: 5 Stocks Set to Climb

from MarketBeat | Stock Market News & Analysis

AI data center demand just surged another 250%, and the latest earnings reports are confirming what investors have been waiting to see. In this video, MarketBeat's Thomas Hughes breaks down why Applied Digital's blowout earnings caught the market by surprise and what it signals for the future of AI infrastructure. We take a closer look at five data center stocks positioned to benefit as AI workloads continue to scale, comparing business models, competitive advantages, and long-term growth potential. From companies that own their data centers and offer GPU-as-a-service to those relying on third-party infrastructure, not all data center plays are created equal. One popular AI name even lands at the bottom of the list, and Thomas explains why. Video Chapters: 0:19 Stock 1 3:17 Stock 2 5:29 Stock 3 7:24 Bridget's Buys 8:33 Stock 4 10:40 Stock 5 Free Special Report on Applied Digital's future and why many analysts believe this could be just the beginning: https://www.marketbeat.com/y/apld See what's on Bridget's Buys Watchlist: https://www.marketbeat.com/bridget 📲 Text 'YouTube' to 68285 for FREE SMS breaking news alerts on top stocks. #AIInfrastructure #AIDataCenters #AIStocks #DataCenters #AIInfrastructureStocks #AIGrowth #TechInfrastructure #DataCenterDemand #GrowthStocks #StockMarket #Investing #TechStocks #MarketBeat DISCLAIMER: MarketBeat's videos are for educational and informational purposes only and do not constitute financial, legal, or tax advice. We are not registered investment advisers, and nothing herein is a recommendation to buy, sell, or hold any security or strategy. Investing involves risk—including the potential loss of principal—so always perform your own due diligence and consult a licensed professional before acting. All opinions are those of the presenters and may change without notice. Presenters and MarketBeat personnel may own or trade the securities discussed. Past performance is not indicative of future results; any examples or case studies shown are illustrative and not typical. Some links or promotions mentioned may be affiliate partnerships that compensate MarketBeat at no additional cost to you. MarketBeat and its representatives accept no liability for any losses arising from reliance on this content.

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AI Data Center Demand Just Surged 250%: 5 Stocks Set to Climb

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This episode was published on January 9, 2026.

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AI data center demand just surged another 250%, and the latest earnings reports are confirming what investors have been waiting to see. In this video, MarketBeat's Thomas Hughes breaks down why Applied Digital's blowout earnings caught the market by...

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