AI Infrastructure
Stocks to Watch as Demand Grows
Stocks
Mentioned: New Era Energy & Digital, Inc. (formerly New Era Helium, Inc.)
(Nasdaq: $NEHC), Applied Digital Corporation (Nasdaq: $APLD), CoreWeave
(Nasdaq: $CRWV) Vertiv Holdings Co. (NYSE: $VRT)
Investorideas.com (www.investorideas.com), a leader in retail investor trading ideas for AI and tech stocks issues a snapshot on the growing AI
infrastructure market, featuring New Era Energy & Digital, Inc. (formerly
New Era Helium, Inc.) (Nasdaq:
NEHC),
a next-generation platform developing integrated solutions across energy,
power, and digital infrastructure.
According to Research and Markets, “The AI Infrastructure market is
estimated to reach USD 394.46 billion by 2030, growing at a CAGR of 19.4%
between 2024 and 2030. The AI infrastructure market is being driven by the rapid
growth in data generation due to digital transformation, IoT, social media, and
e-commerce, which requires advanced computing and storage to manage vast
datasets for AI and machine learning models. Additionally, the increasing need
for cloud-based AI infrastructure in data centers is reshaping how companies
manage complex AI workloads, with major cloud providers investing heavily in
AI-ready infrastructure to meet growing global and industry-specific demands.”
With generative AI growing and
evolving faster than anyone predicted, these numbers could also be accelerated
and the race for digital infrastructure is on.
Headlines are buzzing about the
surging demand for AI infrastructure with some of the rising stars in the
sector including Applied Digital Corporation (Nasdaq:
APLD),
CoreWeave (Nasdaq:
CRWV)
and Vertiv Holdings Co. (NYSE:
VRT).
Now, a company that has a history as
an energy supplier is aiming to power up the AI revolution. Advancing into this
new dynamic, New Era Helium, Inc. (Nasdaq:
NEHC)
just announced it has changed its corporate name to New Era Energy
& Digital, Inc., and will begin trading under its new Nasdaq symbol NUAI,
effective August 13, 2025.
Paid News dissemination for New Era Energy & Digital, Inc.
(formerly New Era Helium, Inc.).
Read this news in full at https://www.investorideas.com/news/2025/technology/08121ai-infrastructure-stocks-to-watch.asp
This rebrand reflects the Company’s recent
strategic transformation into a vertically integrated energy supplier, creating
a platform for next-generation
digital infrastructure and
integrated power assets, including powered land and powered shells. The Company
delivers turnkey solutions that will enable hyperscale, enterprise, and edge
operators to accelerate data center deployment, optimize total cost of
ownership and future-proof their infrastructure investments. New Era Energy
& Digital, Inc. (Nasdaq: NUAI), projects generational AI infrastructure
demand will grow exponentially over the next decade, driven by rising capacity
and significant increases in sector investment.
The Company remains under the same leadership team
and continues to execute the strategy it introduced with its Texas Critical
Data Centers (TCDC) project focused on integrating behind-the-meter power
(off-grid) and real estate (“Powered Land”), and digital infrastructure
tailored for the rapidly expanding AI compute market.
Texas Critical Data Centers, currently under
development in Ector County, Texas is a scalable, up to 1 gigawatt (GW) AI and
high-performance computing (HPC) campus designed to meet accelerating demand
for compute capacity and clean energy. Located in one of North America’s
leading AI corridors, TCDC will deliver liquid-cooled, high-efficiency compute
infrastructure with speed, resilience, and sustainability.
In line with its strategic focus on power and
compute infrastructure, the Company is in discussions with various parties on
how best to maximize its natural gas and helium assets. The Company remains
committed to the global AI ecosystem, where helium continues to play a crucial
role in semiconductor manufacturing and the future growth of AI. The Company
will seek to maximize shareholder value of its natural gas and helium assets
while pivoting to AI infrastructure development efforts. Updates will be
provided as developments occur.
The Company has launched a newly updated website
featuring refreshed branding and messaging.[DS1] A revised investor presentation outlining the
strategic roadmap will be available shortly.
E. Will Gray II, CEO of New Era Helium, Inc. commented: “This name change
marks the next chapter. It’s a clear signal of who we are and where we’re
headed. We are the bridge between Silicon Valley and Houston, connecting the
compute demands of tomorrow with the energy systems of today, for a shared
digital future. With a growing base of vertically integrated assets, from
powered land to powered shells, we bring deep infrastructure and energy
expertise to help hyperscale, enterprise, and edge operators deploy
future-ready HPC campuses faster. Our new name: New Era Energy & Digital,
perfectly captures the full breadth of our expanded strategic vision:
delivering the physical foundation that powers American innovation.”
On July 30th, Applied
Digital Corporation (Nasdaq:
APLD),
a designer, builder and operator of next-generation digital infrastructure
reported financial results for the fiscal fourth quarter and fiscal year ended
May 31, 2025. The Company also provided an operational update. Looking at their
numbers and commentary from management, the AI infrastructure demand is a
driving force in their revenue growth,
Fiscal Fourth Quarter 2025 Financial Highlights:
·
Revenues: $38.0 million, up 41% from
the prior year comparable period
·
Net loss attributable to common
stockholders: $26.6 million, down 25% from the prior year comparable period
·
Net loss attributable to common
stockholders per basic and diluted share: $0.12, down 57% from the prior year
comparable period
·
Adjusted net loss attributable to
common stockholders: $7.6 million
·
Adjusted net loss attributable to
common stockholders per diluted share: $0.03
·
Adjusted EBITDA: $1.0 million
Recent Highlights:
·
Announced 250MW AI Data Center Leases With CoreWeave (Nasdaq: CRWV) in North Dakota - Over the
approximately 15-year lease terms, Applied Digital anticipates generating
approximately $7 billion in contracted revenue from the leases.
·
Since the end of the fourth quarter 2025, CoreWeave exercised
its option for an additional 150MW, which would bring the total capacity leased
by CoreWeave to 400MW and would add approximately $4 billion in contracted
revenue, which would bring total contracted revenue to approximately $11
billion for the approximately 15-year lease terms.
·
Released white paper, AI Factory: A Case Study of Total
Ownership, which explains how site selection in regions like the Dakotas and
data center design choices can significantly reduce the long-term costs of
generative AI infrastructure.
“Building on the momentum from these leases and the
surging demand for AI infrastructure, we’re actively marketing our
multi-gigawatt pipeline to a diverse group of customers,” said Wes Cummins,
Chairman and CEO of Applied Digital. “Over the past two years, we’ve
streamlined our processes, enhanced our building design for greater
flexibility, and established a repeatable approach supported by a strong supply
chain. As a result, we’ve reduced projected build times from 24 months to 12 to
14 months, which we believe will enable us to deliver large-scale projects
faster and more efficiently.”
Strengthening its position as a
leader in AI infrastructure, CoreWeave (Nasdaq:
CRWV)
recently announced it closed a $2.6 billion delayed
draw term loan facility ("DDTL 3.0 Facility"), continuing the
company’s investment in world-class infrastructure tailored for artificial
intelligence. The funding will be used to support the purchase and maintenance
of advanced equipment, hardware, and cloud infrastructure systems to deliver
services under a long-term agreement with OpenAI.
"We’re proud to partner with
leading financial institutions on this landmark transaction that delivers on
our commitment to lower our cost of capital," said Brannin McBee, Chief
Development Officer and co-founder of CoreWeave. "This is another step
forward in our ability to provide our highly specialized AI cloud platform at
massive scale to meet the demands of our innovative clients."
"CoreWeave is an important
partner in OpenAI’s overarching AI infrastructure platform," said Sarah
Friar, CFO of OpenAI. "Scaling advanced AI requires world-class compute
infrastructure, and partnering with CoreWeave and leading financial
institutions enables us to train more capable models and deliver better
experiences to people around the world."
Analysts and investors are loving the
AI infrastructure boom.
According to a recent article, “Vertiv Holdings Co. (NYSE: VRT) has delivered standout stock performance in 2025,
up 23% in 2025, significantly outpacing the S&P 500 Index’s ($SPX) 8.7%
gain during the same timeframe. Over the past 12 months, Vertiv stock surged
nearly 97%, significantly outperforming the S&P 500’s 20% growth. Notably,
a major portion of Vertiv’s gains occurred after April, with shares up 46% over
the past three months.”
“Vertiv Holdings was recently rated ‘Outperform’ by
William Blair analysts, citing its pivotal role in meeting surging demand for
artificial intelligence-driven data center infrastructure. The expanding
adoption of generative AI, cloud software, and high-performance computing is
driving a projected annual increase in data center capacity of 13-20 GW through
2030, leading to a potential 100 GW in new capacity.”
On July 30th the company reported financial results for its second quarter ended June
30, 2025.
From the news:
Vertiv delivered strong second
quarter performance with net sales of $2,638 million, representing a 35%
increase ($685 million) from the prior year period, driven by robust data
center demand and continued market penetration. Orders momentum remained
robust, with second quarter 2025 organic orders increasing approximately 15%
year-over-year and 11% sequentially from first quarter 2025. Our TTM organic
orders for the period ending June 30, 2025 grew approximately 11% compared to
the prior year TTM period, reflecting sustained market demand. Our strong
market position is evidenced by our growing backlog of $8.5 billion and a book-to-bill
ratio of approximately 1.2X for the quarter.
"Vertiv's second quarter
performance demonstrates the strength of our market position and our ability to
execute at scale," said Giordano Albertazzi, Vertiv's Chief Executive
Officer. "Our 35% sales growth and robust orders momentum reflect both
strong market demand and our expanded capabilities to serve our customers'
increasingly complex infrastructure needs. We are strategically investing in
capacity expansion and accelerating our innovation pipeline to capitalize on
unprecedented data center growth, particularly in AI-enabled infrastructure.
The announced agreement to acquire Great Lakes Data Racks & Cabinets
further strengthens our position in the fast-growing data center market. As we
progress on our strong growth trajectory, we are vigorously addressing some temporary
margin challenges which we anticipate will be materially addressed by the end
of 2025. Given our strong performance, backlog and positive outlook, we are
raising our full-year adjusted diluted EPS, net sales, adjusted operating
profit and adjusted free cash flow forecast, positioning Vertiv for even
stronger performance in the quarters ahead."
Beyond the hype of the AI
infrastructure demand surge, the revenue growth opportunity is real, and as New
Era Energy & Digital, Inc. (formerly New Era Helium, Inc.) (Nasdaq: NEHC) said in its recent news, “We are the bridge between Silicon Valley and
Houston, connecting the compute demands of tomorrow with the energy systems of
today, for a shared digital future.”
Get more AI and robotics stock investing ideas with Investorideas.com free tech stock directory
https://www.investorideas.com/TSS/stock_list.asp
Sign up for free trading and stock news alerts at
Investorideas.com
https://www.investorideas.com/Resources/Newsletter.asp
About Investorideas.com - Big
Investing Ideas
Investorideas.com is the go-to platform for big
investing ideas. From breaking stock news to top-rated investing podcasts, we
cover it all.
Disclaimer/Disclosure: This article featuring New Era Helium, Inc.
(Nasdaq: NEHC) is part of Investorideas.com paid for content creation services.
Our site does not make recommendations for purchases or
sale of stocks, services or products. Nothing on our sites should be construed
as an offer or solicitation to buy or sell products or securities. All
investing involves risk and possible losses. Contact management and IR of each
company directly regarding specific questions. More disclaimer info: More disclaimer
and disclosure
info https://www.investorideas.com/About/Disclaimer.asp
Global investors must adhere to regulations of each country. Please read
Investorideas.com privacy policy: https://www.investorideas.com/About/Private_Policy.asp
AI and tech stocks - Learn more about
our news, PR and social media, podcast services at Investorideas.com
https://www.investorideas.com/Investors/Services.asp
Advertising agencies - Learn more
about digital advertising and guest posts at Investorideas https://www.investorideas.com/Advertise/
Follow us on X @investorideas @stocknewsbites
Follow us on Facebook https://www.facebook.com/Investorideas
Follow us on YouTube https://www.youtube.com/c/Investorideas
Contact Investorideas.com
800 665 0411
