AWS has flagged that much of its cloud capacity is already spoken for through 2027 and into 2028, and that kind of visibility is rare. When one provider signals years of locked in demand and is willing to lift capex above an already huge US$220b guide for 2026, investors start to worry about being late rather than early. This article walks through three stocks exposed to that same AI and cloud buildout and explains how the news could matter for your portfolio.
The stocks covered in the list below are just a sample of the idea, and the full screen surfaced 45 more large cap data center and hyperscale infrastructure companies with similarly detailed stories that are not covered here. To identify and analyze the highest conviction players in this theme directly, head straight into the Global Hyperscale Cloud and Data Center REITs screener.
Delta Electronics (TWSE:2308)
Delta Electronics plugs directly into the hyperscale and data center buildout through its power and cooling hardware. This gives this AI infrastructure theme exposure to the less glamorous but essential equipment that keeps high density server halls running.
Delta Electronics supplies power and thermal management gear for data centers, electric vehicles and industrial sites. Its Power Supply and Spare Parts group delivers about NT$337.9b of revenue, Infrastructure around NT$226.2b, Automation roughly NT$57.6b and Transportation NT$31.7b, supporting a market value near NT$4,052.2b.
While Delta Electronics reports record revenue and profit helped by AI data center demand, management plans for operating expenses to continue rising in 2026 as R&D and regional service and sales teams expand.
What happens to earnings if that extra spending meets even stronger demand for higher density AI power and cooling gear remains an open question.
If that trade off between rising investment and potential AI upside matters to you, read the full narrative for Delta Electronics to see what could be accelerating beneath the surface.
SharonAI Holdings (SHAZ)
SharonAI Holdings is a pure play on the AI infrastructure load sitting behind this screener, wiring hyperscale grade GPU clusters straight into cloud style demand from labs, enterprises and research teams that need capacity rather than owning hardware themselves.
SharonAI Holdings runs accelerated compute platforms and AI infrastructure through its High Performance Compute Services unit, which currently generates about US$3.1 million of revenue, all from the United States, and the stock carries a roughly US$845 million market value.
Growing demand for GPU compute from global AI workloads is running ahead of available supply, and SharonAI Holdings already has one of two NVIDIA cloud partnerships at scale in Australia.
The key question is what happens to cash needs, pricing power and contract economics if that tight GPU market starts to loosen.
If you want to see how that plays out in real contracts and cash flows, read the full narrative for SharonAI Holdings to see what the market may be missing.
Kingsoft Cloud Holdings (KC)
Kingsoft Cloud Holdings gives this hyperscale and data center screen direct exposure to China’s AI hungry public and enterprise cloud workloads, with investors watching how its heavy infrastructure build and customer mix translate into sustainable economics.
Kingsoft Cloud is continuing to ramp AI infrastructure, with IDC costs up to RMB 990 million in the latest quarter and depreciation and amortization rising 75% year over year to RMB 964 million, yet adjusted operating margin is only 4% and adjusted net results are still close to breakeven.
How that AI focused capacity either fills faster than expected or lags demand will matter far more than headline growth.
Kingsoft Cloud Holdings runs a full stack cloud platform in China, from IaaS and PaaS to SaaS and AI solutions, generating about CN¥11.0b of Internet Software & Services revenue and carrying a roughly US$2.4b market value.
That tug of war between heavy AI spend and still thin profitability is exactly what the full narrative for Kingsoft Cloud Holdings unpacks, including how Kingsoft Cloud Holdings could be quietly accelerating.
Seeking Fresh Alternatives Before They Fly
Fresh ideas move first, and hesitation often means watching the breakout from the sidelines while momentum passes you by. Scan these under the radar lists while it matters and consider them early.
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