# AI infrastructure stocks — X 热门讨论 (2026-09-27 22:23 UTC)

## @MilkRoadAI (Milk Road AI) · 09-27 17:02 · ♥46 ↻11 💬5 The greatest bull run is just getting started.

Truist estimates that AI cloud annual recurring revenue could rise from $310 billion in 2025 to nearly $2.1 trillion by 2030, representing approximately 47% annual growth.

The bigger story is not simply that companies will keep training larger models but rather inference, which is the computing required every time someone uses AI, is becoming the primary source of infrastructure demand.

Training creates the model once but inference monetizes that model repeatedly through every prompt, generated image, recommendation, software agent, and automated workflow.

This makes AI cloud revenue look less like a one time infrastructure boom and like a recurring consumption business.

AI agents could accelerate this trend because a single request may trigger dozens of model calls as the agent reasons, searches, uses applications, evaluates the results, and corrects its own mistakes.

The declining cost of inference could actually increase total infrastructure spending because cheaper intelligence encourages developers to embed AI into more products and run it more frequently.

This is the same economic effect seen in cloud computing and internet bandwidth, where lower unit costs produced far greater overall consumption.

Truist expects implied AI capacity to rise from 24 gigawatts in 2025 to 100 gigawatts in 2030, while AI’s share of total data center capacity increases from 23% to 50%.

The industry must add 76 gigawatts of AI capacity in five years and that requires power generation, grid connections, transformers, switchgear, cooling equipment, networking, memory, land, construction, and financing.

Now here are some of the stocks that could benefits from this.

Microsoft, Amazon, Google, and Oracle should capture the largest share of cloud revenue, while specialized providers such as Nebius could benefit when demand exceeds hyperscaler capacity.

Micron benefits from rising memory requirements, Arista benefits from connecting larger clusters, and Vertiv, Eaton, GE Vernova, Powell Industries, nVent, and EMCOR benefit from the physical infrastructure supporting those clusters.

Another overlooked beneficiary could be the power industry because data center operators may increasingly sign long term contracts directly with utilities, natural gas producers, nuclear developers, and energy storage providers to secure reliable electricity.

Milk Road Pro subscribers are already positioned across the AI cloud, memory, networking, power, and data center names I think benefit most from this $2 trillion buildout.

If you want to see exactly what I hold, check out my full Milk Road Pro portfolio below.

https://t.co/thIhK9ZH4E https://x.com/MilkRoadAI/status/2104255250756743399

## @StonkValue (Value Investing Edge) · 09-27 18:46 · ♥31 ↻7 💬3 Best buys in the market right now.

Top 10 stocks:

1. $IREN | AI cloud and GPU infrastructure company transitioning from $BTC mining toward AI compute. Major catalyst is commissioning additional Horizon capacity through Q4 2026 and scaling toward 0.8 GW of IT capacity in 2027. https://t.co/iRtKlqdf8o https://x.com/StonkValue/status/2104281661836083563

## @0x7_anderson (𝗔𝗻𝗱𝗲𝗿𝘀𝗼𝗻) · 09-27 14:45 · ♥33 ↻4 💬0 $VIRTUAL

. Every agent launched requires $VIRTUAL on the bonding curve + LP locked for 10 years.

.Multi-chain expansion (Arc) expands the builder pool and settlement.

.Occupy on Base pairs tokens with tokenized stocks; 40% of fees go to a treasury managed by the AI Senate.

. Virtuals is moving beyond the “agent coin launchpad” phase and trying to become infrastructure for agent-native capital.

.Occupy is the milestone: tokens no longer have to be paired only with $VIRTUAL — they can now be paired with tokenized stocks, with 40% of the fees used to buy the underlying asset for the treasury, while an AI Senate decides what to do with it.

.Combined with Arc, agents trading 430+ Ondo equities, and the robotics arm, the protocol is moving beyond AI memecoins and starting to point toward the real economy.

@virtuals_io @everythingempty @ethermage @miratisu_ps @DonJohnsonSays @umeirzz > 引用 @virtuals_io: A mission to tokenize every agent in the world before a handful of companies own them all. https://t.co/pGDUQagKNu https://x.com/0x7_anderson/status/2104220960354164860