S&P 500 Stealth AI Data Center Plays: Unlocking Undervalued Infrastructure Beneficiaries of the AI Boom

The AI revolution is no longer a distant promise but a seismic force reshaping global markets. At the heart of this transformation lies the data center—a critical yet underappreciated infrastructure layer that powers the algorithms driving everything from generative AI to autonomous systems. While investors have flocked to high-profile names like NVIDIA and Broadcom, the S&P 500 is quietly harboring a cohort of undervalued players poised to benefit from the AI-driven data center boom. These “stealth” beneficiaries, identified through recent IBD Stock Of The Day upgrades and technical buy signals, offer compelling entry points for investors seeking to capitalize on the next phase of this megatrend.

The Infrastructure Playbook: Quanta Services and Comfort Systems USA Lead the Charge

The IBD Stock Of The Day for September 2025 has spotlighted two critical infrastructure firms: Quanta Services (PWR) and Comfort Systems USA (FIX). Both companies are positioned to profit from the surging demand for data centers, which require specialized construction, power management, and thermal solutions.

Quanta Services, with its composite rating of 96/99 and a 28% year-to-date rally, has broken out of a technical pattern known as a “flat base,” signaling a potential breakout to new highsS&P 500 Stealth AI Data Center Play, IBD Stock Of The Day^[1]. Its stock is trading near a key entry point of $400, supported by a rising relative strength line and accelerating earnings growth. Meanwhile, Comfort Systems USA (FIX) has emerged as a stealth winner, fueled by Oracle's AI initiatives and a clear buy point for new investorsIBD Stock Of The Day Breaks Out As Oracle Fuels AI Rally^[2]. FIX's fundamentals—particularly its accelerating earnings and strong industry group ranking—make it a standout in a sector where capital expenditures are projected to hit $325 billion by 2025Top 5 Undervalued Mid-Cap AI Infrastructure Stocks to Consider^[3].

Beyond the Obvious: Mid-Cap Gems in AI Infrastructure

While the spotlight often shines on tech giants, mid-cap stocks like UiPath (PATH), Five9 (FIVN), and C3.ai (AI) are quietly outperforming the S&P 500, with strong technical setups and favorable Zacks Ranks5 AI Bigwigs to Buy at Attractive Valuations Amid Extreme^[4]. These companies provide essential software and automation tools for AI-driven data centers, yet trade at valuations that suggest the market has yet to fully price in their growth potential. For instance, UiPath's robotic process automation (RPA) solutions are increasingly integrated into data center operations, reducing manual labor and optimizing workflows—a critical edge in an era of hyper-scaling.

The Hardware Giants: NVIDIA, Broadcom, and the Power Behind the AI Boom

No discussion of AI infrastructure would be complete without acknowledging the titans of the hardware space. NVIDIA (NVDA), with its Blackwell Ultra chips, is projected to see 52.1% revenue growth in 2025, driven by insatiable demand for GPUs in data centersThis AI Infrastructure Stock Could See Earnings Surge More Than 500^[5]. Broadcom (AVGO) and Marvell Technology (MRVL) are also beneficiaries, with Broadcom's next-generation XPUs and Marvell's data center products set to deliver 21% and 43.8% revenue growth, respectivelyThis AI Infrastructure Stock Could See Earnings Surge More Than 500^[5]. These stocks, while already well-known, remain compelling due to their dominant market positions and recurring revenue models.

Strategic Entry Points and Long-Term Catalysts

For investors, the key lies in balancing exposure between established leaders and undervalued infrastructure plays. Technical indicators—such as Quanta Services' breakout from a flat base and Comfort Systems USA's rising relative strength line—provide actionable entry points. Meanwhile, long-term catalysts include the global push for AI adoption, regulatory tailwinds for data center expansion, and the increasing complexity of AI models, which demand ever more robust infrastructure.

Micron Technology (MU), for example, is emerging as a critical player in the AI memory and storage space, with analysts projecting a 500% earnings surge in 2025This AI Infrastructure Stock Could See Earnings Surge More Than 500^[5]. Its stock, though volatile, offers a high-risk, high-reward opportunity for those willing to ride the AI hardware wave.

Conclusion: Building the Future, One Data Center at a Time

The AI revolution is not a single stock story—it's a systemic shift that requires a diversified approach. By focusing on the S&P 500's stealth AI data center plays, investors can tap into the infrastructure layer that underpins this transformation. From Quanta Services' technical breakout to Micron's explosive earnings potential, the opportunities are vast. As the sector continues to evolve, those who act now may find themselves positioned at the forefront of one of the most consequential technological shifts of our time.