# AI infrastructure stocks — X 热门讨论 (2026-09-19 00:17 UTC)
## @StonkValue (Value Investing Edge) · 09-18 19:17 · ♥48 ↻7 💬6 McKinsey projects more than 200% growth in AI data center demand by 2030.
10 stocks positioned to benefit.
1. $IREN | Vertically integrated AI cloud provider combining power, data centers and GPU infrastructure. Fiscal Q4 2026 revenue reached $137.2M, including $70.5M from AI cloud, up approximately 110% QoQ https://x.com/StonkValue/status/2101027841777574332