Three Stocks Set to Win Big From $500 Billion in AI Infrastructure Spending

Three AI infrastructure stocks, Eaton, Texas Instruments, and Brookfield Renewable, are expected to benefit from the anticipated $500 billion in capex in 2026. Eaton's electrical products, particularly for data centers, have a record backlog. Texas Instruments' chips control energy flow and transform physical events into digital signals, with data center sales rising 64% in 2025. Brookfield Renewable operates a global portfolio of clean energy assets, including hydroelectric, solar, and wind power, positioning it as a one-stop shop for AI build-out.