Equinix (NASDAQ: EQIX), Digital Realty (NYSE: DLR), and Quanta Services (NYSE: PWR) sit at different points in the physical AI buildout. As demand for data centers and electricity accelerates, their biggest opportunity may also reveal the biggest risk: whether growth can generate returns strong enough to justify premium valuations.

Stock prices used were the market prices of Sept. 15, 2026. The video was published on Sept. 24, 2026.

Rick Orford has no position in any of the stocks mentioned. The Motley Fool has positions in and recommends Equinix and Quanta Services. The Motley Fool recommends Digital Realty Trust. The Motley Fool has a disclosure policy. Rick Orford is an affiliate of The Motley Fool and may be compensated for promoting its services. If you choose to subscribe through their link, they will earn some extra money that supports their channel. Their opinions remain their own and are unaffected by The Motley Fool.

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