Research · refreshed nightly · August 17, 2026
Top AI Infrastructure Stocks (October 2026)
AI infrastructure: data centers, networking, power.
Whoever wins the AI application race, somebody has to build the rooms it runs in. These 14 top AI infrastructure stocks are led by the connectivity layer: Credo at an MGI of 75 with 80% annual revenue growth, Astera Labs at 73, and Arista, the $155B networking name, at 71. Vertiv and Bloom Energy carry the power side of the theme.
A median MGI of 60 is high for an industry group and consistent with a spending cycle still working through the supply chain. The range inside the top ten is the caution: Astera's 105% growth and Broadcom's 22% at a $2.0T cap are very different risk shapes wearing the same infrastructure label. Each name opens a full citation-backed analysis.
33companies qualify
53median MGI
0joined this week
The ranking
Sorted by MGI
1
Credo Technology Group Holding LtdCRDO🇺🇸
Revenue +80%/yr · +48%/yr per share · asset light
G 75V 46O 73Cap $48.5B
MGI
75
MVI
46
MTI
57
MOI
73
Cap
$48.5B
Growth
+157%2
Astera Labs, Inc.ALAB🇺🇸
Revenue +118%/yr · +29%/yr per share · asset light
G 73V 39O 68Cap $55.8B
MGI
73
MVI
39
MTI
55
MOI
68
Cap
$55.8B
Growth
+105%3
nVent Electric plcNVT🇺🇸
Revenue +14%/yr · +15%/yr per share · scale economics
G 70V 51O 70Cap $27.6B
MGI
70
MVI
51
MTI
43
MOI
70
Cap
$27.6B
Growth
+54%4
Arista Networks, Inc.ANET🇺🇸
Revenue +29%/yr · +29%/yr per share · asset light
G 68V 53O 70Cap $232.5B
MGI
68
MVI
53
MTI
48
MOI
70
Cap
$232.5B
Growth
+29%5
Vertiv Holdings CoVRT🇺🇸
Revenue +18%/yr · +16%/yr per share · scale economics
G 67V 57O 71Cap $121.0B
MGI
67
MVI
57
MTI
46
MOI
71
Cap
$121.0B
Growth
+18%6
MACOM Technology Solutions Holdings, Inc.MTSI🇺🇸
Revenue +13%/yr · +12%/yr per share · asset light
G 66V 39O 61Cap $24.4B
MGI
66
MVI
39
MTI
48
MOI
61
Cap
$24.4B
Growth
+23%7
Bloom Energy CorporationBE🇺🇸
Revenue +26%/yr · +14%/yr per share · scale economics
G 66V 39O 60Cap $78.3B
MGI
66
MVI
39
MTI
46
MOI
60
Cap
$78.3B
Growth
+166%8
Marvell Technology, Inc.MRVL🇺🇸
Revenue +17%/yr · +14%/yr per share · asset light
G 65V 46O 63Cap $173.6B
MGI
65
MVI
46
MTI
47
MOI
63
Cap
$173.6B
Growth
+28%9
Carel Industries S.p.A.CRL.IT🇮🇹
Revenue +10%/yr · +8%/yr per share · asset light
G 65V 54O 67Cap $3.7B
MGI
65
MVI
54
MTI
42
MOI
67
Cap
$3.7B
Growth
+9%10
Rambus Inc.RMBS🇺🇸
Revenue +18%/yr · +19%/yr per share · asset light
G 64V 52O 65Cap $12.7B
MGI
64
MVI
52
MTI
57
MOI
65
Cap
$12.7B
Growth
+20%11
IES Holdings, Inc.IESC🇺🇸
Revenue +19%/yr · +20%/yr per share · scale economics
G 64V 53O 65Cap $14.9B
MGI
64
MVI
53
MTI
45
MOI
65
Cap
$14.9B
Growth
+40%12
Fortinet, Inc.FTNT🇺🇸
Revenue +18%/yr · +20%/yr per share · asset light
G 63V 53O 65Cap $115.0B
MGI
63
MVI
53
MTI
42
MOI
65
Cap
$115.0B
Growth
+18%13
BELIMO Holding AGBEAN.CH🇨🇭
Revenue +10%/yr · +10%/yr per share · asset light
G 62V 46O 60Cap $13.3B
MGI
62
MVI
46
MTI
35
MOI
60
Cap
$13.3B
Growth
+19%14
Powell Industries, Inc.POWL🇺🇸
Revenue +20%/yr · +19%/yr per share · scale economics
G 59V 51O 59Cap $9.1B
MGI
59
MVI
51
MTI
50
MOI
59
Cap
$9.1B
Growth
+9%15
Advanced Micro Devices, Inc.AMD🇺🇸
Revenue +20%/yr · +14%/yr per share · asset light
G 57V 46O 56Cap $845.5B
MGI
57
MVI
46
MTI
52
MOI
56
Cap
$845.5B
Growth
+38%16
SPX Technologies, Inc.SPXC🇺🇸
Revenue +15%/yr · +13%/yr per share · scale economics
G 56V 54O 58Cap $11.2B
MGI
56
MVI
54
MTI
40
MOI
58
Cap
$11.2B
Growth
+23%17
Volex plcVLX.GB🇬🇧
Revenue +17%/yr · +14%/yr per share · scale economics
G 53V 57O 54Cap $1.4B
MGI
53
MVI
57
MTI
45
MOI
54
Cap
$1.4B
Growth
+14%18
Legence Corp.LGN🇺🇸
Revenue +32%/yr · +32%/yr per share · scale economics
G 52V 54O 53Cap $10.9B
MGI
52
MVI
54
MTI
45
MOI
53
Cap
$10.9B
Growth
+105%19
Broadcom Inc.AVGO🇺🇸
Revenue +22%/yr · +19%/yr per share · asset light
G 49V 49O 49Cap $1.94T
MGI
49
MVI
49
MTI
50
MOI
49
Cap
$1.94T
Growth
+22%20
Hammond Power Solutions Inc.HPS.A.CA🇨🇦
Revenue +23%/yr · +23%/yr per share · scale economics
G 48V 53O 48Cap $2.3B
MGI
48
MVI
53
MTI
47
MOI
48
Cap
$2.3B
Growth
+61%21
Applied Optoelectronics, Inc.AAOI🇺🇸
Revenue +23%/yr · +1%/yr per share · scale economics
G 44V 30O 36Cap $12.6B
MGI
44
MVI
30
MTI
58
MOI
36
Cap
$12.6B
Growth
+86%22
ADTRAN Holdings, Inc.ADTN🇺🇸
Revenue +15%/yr · +4%/yr per share · scale economics
G 40V 70O 43Cap $684.4M
MGI
40
MVI
70
MTI
50
MOI
43
Cap
$684.4M
Growth
+16%23
Clavister ABCLAV.SE🇸🇪
Revenue +13%/yr · -21%/yr per share · asset light
G 40V 65O 42Cap $98.8M
MGI
40
MVI
65
MTI
42
MOI
42
Cap
$98.8M
Growth
+14%24
NVIDIA CorporationNVDA🇺🇸
Revenue +60%/yr · +61%/yr per share · asset light
G 38V 47O 36Cap $5.25T
MGI
38
MVI
47
MTI
60
MOI
36
Cap
$5.25T
Growth
+85%25
ZJK Industrial Co., Ltd.ZJK🇨🇳
Revenue +31%/yr · +29%/yr per share · scale economics
G 37V 40O 36Cap $127.8M
MGI
37
MVI
40
MTI
68
MOI
36
Cap
$127.8M
Growth
+48%26
Brookfield Infrastructure Partners L.P.BIP🇨🇦
Revenue +17%/yr · +26%/yr per share · scale economics
G 34V 66O 38Cap $31.5B
MGI
34
MVI
66
MTI
43
MOI
38
Cap
$31.5B
Growth
+19%27
Solaris Energy Infrastructure, Inc.SEI🇺🇸
Revenue +37%/yr · +19%/yr per share · scale economics
G 33V 49O 33Cap $6.1B
MGI
33
MVI
49
MTI
55
MOI
33
Cap
$6.1B
Growth
+47%28
Applied Digital CorporationAPLD🇺🇸
Revenue +75%/yr · +8%/yr per share · asset light
G 32V 50O 32Cap $9.0B
MGI
32
MVI
50
MTI
65
MOI
32
Cap
$9.0B
Growth
+98%29
Kenon Holdings Ltd.KEN🇸🇬
Revenue +16%/yr · +16%/yr per share · scale economics
G 32V 45O 31Cap $3.9B
MGI
32
MVI
45
MTI
60
MOI
31
Cap
$3.9B
Growth
+16%30
KG
Zespół Elektrociepłowni Wrocławskich KOGENERACJA S.A.KGN.PL🇵🇱
Revenue +16%/yr · +16%/yr per share · scale economics
G 26O 26Cap $276.5M
MGI
26
MTI
47
MOI
26
Cap
$276.5M
Growth
+16%31
IREN LimitedIREN🇦🇺
Revenue +84%/yr · +13%/yr per share · asset light
G 22V 39O 21Cap $13.7B
MGI
22
MVI
39
MTI
65
MOI
21
Cap
$13.7B
Growth
0%
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Research tool, not investment advice. Rankings are generated by our models from company filings and market data, refresh nightly, and are identical for every visitor. Scores reflect our methodology and are not recommendations to act. Data as of 2026-08-17.