3 AI Infrastructure Stocks Set to Win From $500 Billion in Capex This Year
2026-02-07 04:15:00 ET
Some Wall Street analysts expect artificial intelligence (AI) infrastructure spending to skyrocket in 2026, hitting $500 billion or more. That's a lot of money going into the AI build-out. That cash is likely to boost results at Eaton (NYSE: ETN) , Texas Instruments (NASDAQ: TXN) , and Brookfield Renewable (NYSE: BEP) (NYSE: BEPC) . Here's what you need to know.
Eaton is an industrial company that makes electrical products. The core of the business is centered on the control of power, from the light switches in your house to the transformers used by utilities. Data centers are an increasingly important customer category. The company backlog is at a record level, and as 2026 gets underway, up 34% over 2024.
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