Compare Top Data Center Stocks: AI Infrastructure & REITs

The AI revolution runs on physical infrastructure. This list covers the entire Data Center ecosystem: Hyperscalers (MSFT, AMZN), AI Hardware (NVDA, ANET), Cooling & Power (VRT, AEP), and the REITs that house them (EQIX, DLR). We also include emerging players like Applied Digital (APLD) and the broad Pacer Data ETF (SRVR). Analyze their Smart Scores, dividend yields, and growth potential side-by-side.

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Data Center & AI Infrastructure Stocks

Comparison Ideas 5g Stocks AAPL vs. MSFT (Apple vs. Microsoft)AAPL vs. NVDA (Apple vs. Nvidia)Adtech Stocks Aerospace and Defense Stocks Airline Stocks AMD vs. INTC (AMD vs. Intel)AMZN vs. GOOGL AMZN vs. WMT (Amazon vs. Walmart)Artificial Intelligence Stocks AVGO vs. QCOM (Broadcom vs. Qualcomm)Bank Stocks Batmmaan Stocks Beer & Beverage Stocks Biotech & Longevity Plays Biotech Stocks Bitcoin Stocks Blockchain Stocks Blue Chip Stocks Cannabis Stocks Casino Stocks ChatGPT Stocks Chinese Stocks Chip Stocks Cloud & Storage Stocks COST vs. WMT (Costco vs. Walmart)Cryptocurrency Stocks Cybersecurity Stocks Data Center & AI Infrastructure Stocks Dividend Stocks Electric Vehicle Stocks Energy Stocks F vs. GM (Ford vs. General Motors)FAANG Stocks Gold Stocks GOOGL vs. META (Alphabet vs. Meta)Green Energy Stocks Green Hydrogen Stocks Growth Stocks HD vs. LOW (Home Depot vs. Lowe's)Healthcare Stocks Highest PE Ratio Stocks Hotel Stocks International Value Diversifiers Stocks Japanese Stocks JPM vs. BAC (JPMorgan vs. Bank of America)KO vs. PEP (Coca-Cola vs. PepsiCo Large Cap Stocks Lowest P/E Ratio Stocks Magnificent 7 Stocks Mega Cap Stocks Meme Stocks Metaverse Stocks MSFT vs. GOOGL vs. AMZN (Cloud Wars)MSFT vs. META (Microsoft vs. Meta)Nuclear Energy Revival Stock Nuclear Stocks NVDA vs. AMD vs. INTC (Chip Giants)NVDA vs. TSM (Nvidia vs. Taiwan Semi)Oil Stocks Onshoring & Rare Earths Supply Stocks OpenAI Stocks Popular BDC Stocks Private Credit & Fintech Risers PYPL vs. XYZ (PayPal vs. Block)Quantum Computing Innovators Stocks Quantum Computing Stocks Robotics & Autonomous Systems Stocks Social Media Stocks Solar Stocks Tech Stocks Top Robotics Stocks (Medical, AI & Industrial)Top Silver Stocks Trump Tariff Risk Stocks (Retail & Tech)Trump Tariff Winners (Steel, Manufacturing & Auto)TSLA vs. F vs. GM (Auto Wars)TSLA vs. LCID (Tesla vs. Lucid)TSLA vs. RIVN (Tesla vs. Rivian)Utility Stocks V vs. MA (Visa vs. Mastercard)V vs. MA vs. AXP (Credit Cards)Value Stocks Venezuela Oil Recovery (Energy & Services)Venezuela Seized Assets (Consumer/Industrial)Virtual Reality Stocks WallStreetBets Stocks

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EQIX

DLR

VRT

ANET

NVDA

MSFT

AMZN

APLD

AEP

SRVR

Data Center & AI Infrastructure Stocks

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Compared Stocks: 10 / 10

Comparison Results

Name	Sector	Price	Volume	Market Cap	P/E Ratio	Dividend Yield	Analyst Consensus	Analyst Price Target
EQIX	Real Estate	$969.04	624.74K	$95.50B	55.55	1.98%	Strong Buy	xxxxxxxxxxxxx
DLR	Real Estate	$182.62	1.84M	$61.21B	40.61	2.67%	Strong Buy	xxxxxxxxxxxxx
VRT	Industrials	$251.28	4.30M	$93.52B	46.40	0.07%	Strong Buy	xxxxxxxxxxxxx
ANET	Technology	$134.83	6.90M	$156.56B	45.25	―	Strong Buy	xxxxxxxxxxxxx
NVDA	Technology	$183.04	177.73M	$4.38T	37.74	0.02%	Strong Buy	xxxxxxxxxxxxx
MSFT	Technology	$405.20	35.81M	$3.00T	23.36	0.86%	Strong Buy	xxxxxxxxxxxxx
AMZN	Consumer Cyclical	$216.82	54.73M	$2.24T	31.82	―	Strong Buy	xxxxxxxxxxxxx
APLD	Technology	$28.65	17.15M	$8.01B	―	―	Strong Buy	xxxxxxxxxxxxx
AEP	Utilities	$133.52	4.76M	$71.35B	16.71	2.82%	Moderate Buy	xxxxxxxxxxxxx
SRVR	―	$33.03	86.57K	$385.76M	―	2.33%	Moderate Buy	xxxxxxxxxxxxx

Top 10 Popular Investment Themes

Quantum Computing Stocks Dividend Stocks Magnificent 7 Stocks Nuclear Stocks Oil Stocks Tech Stocks Blue Chip Stocks Energy Stocks Bank Stocks Gold Stocks

Popular Stock Pairs

AAPL vs. MSFT (Apple vs. Microsoft)AAPL vs. NVDA (Apple vs. Nvidia)AMD vs. INTC (AMD vs. Intel)AMZN vs. GOOGL AMZN vs. WMT (Amazon vs. Walmart)AVGO vs. QCOM (Broadcom vs. Qualcomm)COST vs. WMT (Costco vs. Walmart)F vs. GM (Ford vs. General Motors)GOOGL vs. META (Alphabet vs. Meta)HD vs. LOW (Home Depot vs. Lowe's)JPM vs. BAC (JPMorgan vs. Bank of America)KO vs. PEP (Coca-Cola vs. PepsiCo MSFT vs. GOOGL vs. AMZN (Cloud Wars)NVDA vs. AMD vs. INTC (Chip Giants)NVDA vs. TSM (Nvidia vs. Taiwan Semi)

Performance Comparison

EQIX

Equinix

969.04

68.89

7.65%

DLR

Digital Realty

182.62

30.04

19.69%

VRT

Vertiv Holdings

251.28

163.51

186.29%

ANET

Arista Networks

134.83

47.01

53.53%

NVDA

Nvidia

183.04

65.77

56.08%

MSFT

Microsoft

405.20

6.32

1.58%

AMZN

Amazon

216.82

8.46

4.06%

APLD

Applied Digital Corporation

28.65

20.96

272.56%

AEP

American Electric Power

133.52

33.47

33.45%

SRVR

Pacer Benchmark Data & Infrastructure Real Estate SCTR ETF

33.03

2.31

7.52%

Data Center & AI Infrastructure Latest News

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Data Center & AI Infrastructure Stocks

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DLR

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APLD

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Compared Stocks: 10 / 10

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TJX

Read the latest stock news and analysis from the TipRanks news team.

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Recent Analysts Ratings of Data Center & AI Infrastructure Stocks

AMZN

xxxxxxxxxxxxx

Buy

xxxxxxxxxxxxx

Reiterated

2026-03-05

NVDA

xxxxxxxxxxxxx

Buy

xxxxxxxxxxxxx

Reiterated

2026-03-04

AEP

xxxxxxxxxxxxx

Buy

xxxxxxxxxxxxx

Upgraded

2026-03-04

APLD

xxxxxxxxxxxxx

Buy

xxxxxxxxxxxxx

Reiterated

2026-03-03

EQIX

xxxxxxxxxxxxx

Buy

xxxxxxxxxxxxx

Reiterated

2026-03-02

ANET

xxxxxxxxxxxxx

Buy

xxxxxxxxxxxxx

Reiterated

2026-02-24

MSFT

xxxxxxxxxxxxx

Buy

xxxxxxxxxxxxx

Reiterated

2026-02-22

DLR

xxxxxxxxxxxxx

Buy

xxxxxxxxxxxxx

Reiterated

2026-02-20

VRT

xxxxxxxxxxxxx

Buy

xxxxxxxxxxxxx

Reiterated

2026-02-19

AMZN

xxxxxxxxxxxxx

Buy

xxxxxxxxxxxxx

Reiterated

2026-03-04

All Ratings >

Most Recent Earnings of Data Center & AI Infrastructure Stocks

EQIX

Apr 29, 2026TBA

$95.50B

$4.25

$2.51B

0.91

55.55

DLR

Apr 23, 2026TBA

$61.21B

$0.46

$1.60B

0.36

40.61

VRT

Apr 29, 2026TBA

$93.52B

$0.99

$2.63B

0.28

46.40

ANET

May 4, 2026TBA

$156.56B

$0.81

$2.62B

1.97

45.25

NVDA

May 27, 2026TBA

$4.38T

$1.77

$78.40B

0.57

37.75

MSFT

Apr 28, 2026TBA

$3.00T

$4.05

$81.30B

0.82

23.36

AMZN

Apr 23, 2026TBA

$2.24T

$1.62

$176.98B

1.10

31.83

APLD

May 8, 2026TBA

$8.01B

-$0.13

$75.47M

―

AEP

May 6, 2026TBA

$71.35B

$1.57

$5.57B

0.85

16.71

SRVR

―

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All Stock Comparison Categories

AAPL vs. MSFT (Apple vs. Microsoft)AMZN vs. GOOGL GOOGL vs. META (Alphabet vs. Meta)AAPL vs. NVDA (Apple vs. Nvidia)AMZN vs. WMT (Amazon vs. Walmart)AMD vs. INTC (AMD vs. Intel)AVGO vs. QCOM (Broadcom vs. Qualcomm)NVDA vs. TSM (Nvidia vs. Taiwan Semi)TSLA vs. RIVN (Tesla vs. Rivian)F vs. GM (Ford vs. General Motors)TSLA vs. LCID (Tesla vs. Lucid)V vs. MA (Visa vs. Mastercard)JPM vs. BAC (JPMorgan vs. Bank of America)PYPL vs. XYZ (PayPal vs. Block)HD vs. LOW (Home Depot vs. Lowe's)KO vs. PEP (Coca-Cola vs. PepsiCo COST vs. WMT (Costco vs. Walmart)NVDA vs. AMD vs. INTC (Chip Giants)MSFT vs. GOOGL vs. AMZN (Cloud Wars)TSLA vs. F vs. GM (Auto Wars)V vs. MA vs. AXP (Credit Cards)Quantum Computing Stocks Dividend Stocks Magnificent 7 Stocks Nuclear Stocks Oil Stocks Tech Stocks Blue Chip Stocks Energy Stocks Bank Stocks Gold Stocks Growth Stocks Bitcoin Stocks Meme Stocks Biotech Stocks Chinese Stocks Artificial Intelligence Stocks Cannabis Stocks Healthcare Stocks Value Stocks Airline Stocks Cybersecurity Stocks OpenAI Stocks Solar Stocks ChatGPT Stocks FAANG Stocks Green Energy Stocks Large Cap Stocks Utility Stocks Chip Stocks Blockchain Stocks Social Media Stocks Cryptocurrency Stocks Electric Vehicle Stocks Japanese Stocks Casino Stocks Metaverse Stocks Highest PE Ratio Stocks Mega Cap Stocks Hotel Stocks Green Hydrogen Stocks 5g Stocks Aerospace and Defense Stocks Batmmaan Stocks WallStreetBets Stocks Virtual Reality Stocks Cloud & Storage Stocks Lowest P/E Ratio Stocks Adtech Stocks Biotech & Longevity Plays Nuclear Energy Revival Stock Onshoring & Rare Earths Supply Stocks Popular BDC Stocks Private Credit & Fintech Risers Quantum Computing Innovators Stocks Robotics & Autonomous Systems Stocks Beer & Beverage Stocks International Value Diversifiers Stocks Data Center & AI Infrastructure Stocks MSFT vs. META (Microsoft vs. Meta)Top Robotics Stocks (Medical, AI & Industrial)Top Silver Stocks Trump Tariff Risk Stocks (Retail & Tech)Trump Tariff Winners (Steel, Manufacturing & Auto)Venezuela Oil Recovery (Energy & Services)Venezuela Seized Assets (Consumer/Industrial)

Data Center & AI Infrastructure - FAQ

Which Data Center & AI Infrastructure stocks have a "Strong Buy" analyst rating?

These Data Center & AI Infrastructure stocks currently have a "Strong Buy" analyst rating consensus:

Equinix - Strong Buy, based on 19 analyst ratings, 17 Buy, 2 Hold, and 0 Sell.

Digital Realty - Strong Buy, based on 21 analyst ratings, 16 Buy, 5 Hold, and 0 Sell.

Vertiv Holdings - Strong Buy, based on 15 analyst ratings, 14 Buy, 1 Hold, and 0 Sell.

Arista Networks - Strong Buy, based on 17 analyst ratings, 16 Buy, 1 Hold, and 0 Sell.

Nvidia - Strong Buy, based on 41 analyst ratings, 39 Buy, 1 Hold, and 1 Sell.

Microsoft - Strong Buy, based on 36 analyst ratings, 33 Buy, 3 Hold, and 0 Sell.

Amazon - Strong Buy, based on 43 analyst ratings, 40 Buy, 3 Hold, and 0 Sell.

Applied Digital Corporation - Strong Buy, based on 10 analyst ratings, 10 Buy, 0 Hold, and 0 Sell.

Are Data Center & AI Infrastructure stocks overpriced?

Equinix's stock price is currently $969.04, and its average 12-month price target is $1,021.63.

Digital Realty's stock price is currently $182.62, and its average 12-month price target is $193.65.

Vertiv Holdings's stock price is currently $251.28, and its average 12-month price target is $280.15.

Arista Networks's stock price is currently $134.83, and its average 12-month price target is $182.14.

Nvidia's stock price is currently $183.04, and its average 12-month price target is $271.89.

Microsoft's stock price is currently $405.20, and its average 12-month price target is $594.02.

Amazon's stock price is currently $216.82, and its average 12-month price target is $282.21.

Applied Digital Corporation's stock price is currently $28.65, and its average 12-month price target is $52.22.

American Electric Power's stock price is currently $133.52, and its average 12-month price target is $136.07.

Pacer Benchmark Data & Infrastructure Real Estate SCTR ETF's stock price is currently $33.03, and its average 12-month price target is $36.94.

Which Data Center & AI Infrastructure stocks pay dividends?

Equinix does not currently pay dividends.

Digital Realty currently pays a dividend of $1.22 which represents an annual dividend yield of 2.74%. Digital Realty's next Ex-dividend date is March 13, 2026 and its next payout date is March 31, 2026.

Vertiv Holdings does not currently pay dividends.

Arista Networks does not currently pay dividends.

Nvidia currently pays a dividend of $0.01 which represents an annual dividend yield of 0.02%. Nvidia's next Ex-dividend date is March 11, 2026 and its next payout date is April 1, 2026.

Microsoft does not currently pay dividends.

Amazon does not currently pay dividends.

Applied Digital Corporation does not currently pay dividends.

American Electric Power does not currently pay dividends.

Pacer Benchmark Data & Infrastructure Real Estate SCTR ETF does not currently pay dividends.