The race to build artificial intelligence is increasingly a race to build the physical infrastructure behind it — and investors are looking well beyond the obvious chipmakers for ways to profit.
According to Yahoo Finance, a group of five non-tech stocks is "thriving in 2026" on the back of the AI data center boom. The framing is notable: these are companies outside the traditional technology sector that nonetheless stand to benefit as AI data centers multiply.
Separately, a prediction published via MSN (carried on Google News) argues that a particular AI infrastructure stock is poised to "skyrocket" in June — and pointedly notes that the stock in question is not Micron Technology, a well-known memory-chip maker often associated with the AI trade.
Together, the two items point to a single theme: the market's AI enthusiasm is broadening. Rather than concentrating only on marquee chip names, commentators are highlighting infrastructure plays and non-tech firms whose fortunes are tied to the construction and operation of data centers.
The specific companies behind the Yahoo Finance list and the names referenced in the MSN prediction are not detailed in the source headlines available here, so the underlying picks cannot be confirmed.
Why it matters: if the gains from AI are spreading from a handful of chipmakers to a wider set of infrastructure and non-tech companies, it signals that the data center buildout is becoming a broad economic story — one that could touch far more of the market than the AI headlines suggest.