3 US AI Infrastructure Stocks Investors May Watch Beyond Texas Data Center Growth

What happened: Texas paused its data center boom, and the article says capital aimed at the state now needs to move elsewhere, which it frames as a shift for AI infrastructure buildout. Why it matters: The article says $STRL's backlog could support revenue growth and earnings visibility if awards convert as planned, and that $APH's book-to-bill above 1.0 with record orders is a forward indicator. It also says $NVT's planned Minnesota liquid cooling facilities could support higher Systems Protection revenue. Market: +5.5% today ($84.19), -39.6% YTD, 1.3x vol — as of 09:30 UTC Coverage: 4 outlets in 24h

Texas paused its data center boom, and the article says capital aimed at the state now needs to move elsewhere, which it frames as a shift for AI infrastructure buildout.

The article says $STRL's backlog could support revenue growth and earnings visibility if awards convert as planned, and that $APH's book-to-bill above 1.0 with record orders is a forward indicator. It also says $NVT's planned Minnesota liquid cooling facilities could support higher Systems Protection revenue. Market: +5.5% today ($84.19), -39.6% YTD, 1.3x vol — as of 09:30 UTC