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Eaton recently launched detection and control systems designed to manage the sudden power bursts GPU clusters create when hundreds of processors spin up simultaneously. The systems address grid-to-chip instability that wasn’t a concern in traditional server environments, where power draw remained relatively constant.

The company’s ability to deliver integrated power solutions from utility-level gear through rack distribution creates a competitive advantage in complex builds, while decade-plus replacement cycles for major power gear generate recurring service revenue alongside new construction demand.

Quanta Services (NYSE: PWR) provides specialty contracting services for electric power, pipeline, and communications infrastructure, including the design and construction of transmission lines and substations.

The company’s electric power division handles the large-scale projects utility companies need to complete before hyperscalers can energize AI campuses. This work includes building high-voltage transmission lines, upgrading substations to handle increased load, and installing transformers that step down power from transmission voltages to usable levels.

Recent revenue growth and a raised 2025 outlook reflect contracts tied to grid modernization projects that utility companies must complete before data centers can break ground. Quanta captures infrastructure spending that happens months or years before the first GPU gets racked, with multiyear project timelines providing visibility into revenue beyond 2026.

These three AI spillover stocks won’t move in lockstep. Quanta’s revenue lumps with project milestones, Eaton’s business extends beyond data centers, and Vertiv faces competition from legacy HVAC manufacturers. But the physics work in each company’s favor: AI clusters need power delivery and thermal management before any software runs.

Furthermore, the AI power bottleneck isn’t temporary. As AI workloads scale and new architectures emerge, the constraint remains: Every processor needs electricity and cooling. These three capture infrastructure spending that happens regardless of whether future AI runs on Nvidia GPUs, custom accelerators, or architectures that don’t even exist yet.

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George Budwell has positions in Nvidia. The Motley Fool has positions in and recommends Nvidia and Quanta Services. The Motley Fool has a disclosure policy.

3 AI Infrastructure Stocks Solving the Power Crisis was originally published by The Motley Fool