3 AI Infrastructure Stocks Set to Win From $500 Billion in Capex This Year

Group 1: AI Infrastructure Spending - Wall Street analysts predict AI infrastructure spending could exceed $500 billion by 2026, benefiting companies like Eaton, Texas Instruments, and Brookfield Renewable [1] Group 2: Eaton - Eaton is focused on power control products, with a significant backlog that has increased by 34% over 2024, indicating strong demand, particularly from data centers [2] - The company plans to spin off its vehicle division, which is expected to enhance profitability and growth potential despite the company becoming smaller [4] Group 3: Texas Instruments - Texas Instruments has established a new division for data center sales, which saw a remarkable 64% increase in 2025 [5] - The company is navigating a broader industry demand lull but is optimistic about data center growth in 2026 and has plans for expansion, including acquiring Silicon Labs [7] Group 4: Brookfield Renewable - Brookfield Renewable operates a diverse portfolio of clean energy assets globally, including hydroelectric, solar, and wind power, positioning itself as a key player in supporting AI infrastructure with clean energy [8] - The company has secured significant contracts with Microsoft and Alphabet for data center projects and offers attractive dividend yields of 5.1% for partnership shares and 3.7% for corporate shares [10] Group 5: Overall Growth Potential - The anticipated AI infrastructure build-out presents substantial growth opportunities for Eaton, Texas Instruments, and Brookfield Renewable, with Eaton focusing on growth, Texas Instruments balancing growth and income, and Brookfield Renewable emphasizing dividend opportunities [11]