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11 Best Performing Data Center Stocks to Buy Now

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In this article, we will examine the 11 Best Performing Data Center Stocks to Buy Now.

Investors are increasingly treating data centers not just as back-end utilities, but as high-growth engines powering the digital economy, making them a focal point for those seeking both stability and upside in technology-driven markets.

Rightly so, data center stocks have been among the strongest performers this year. They were driven by rising demand for cloud infrastructure and enterprise digital services. Expanding online operations and technology upgrades have significantly increased the need for high-capacity, reliable data centers, boosting revenue for both operators and service providers.

And it’s not just the pure-play data center companies, but strategic investments have also flown in power, cooling, and network infrastructure. Long-term contracts with major cloud and tech clients have positioned a number of these companies to capitalize on sustained growth trends, making them some of the best-performing names in the data center space this year.

READ ALSO: 11 Best Emerging Technology Stocks to Buy Right Now and 12 Best ESG Stocks to Buy Now According to Hedge Funds.

Underlining the impact of data center growth, Mario Azar, Chairman & CEO of infrastructure development company Black & Veatch, discussed the rising demand for power driven by the growth of cloud infrastructure in an interview with CNBC on September 10. He noted that Black & Veatch, with over 110 years in critical infrastructure, has contributed more than a quarter of the United States’ power capacity. Data centers are a major driver of this trend, and the firm has several large-scale power projects planned over the next five to seven years to meet the expanding demand.

Azar also pointed out that the wider energy and infrastructure sectors are experiencing strong growth. Capital expenditure budgets for power-related projects have more than doubled between 2023 and 2025, with further increases expected by 2028, reflecting both data center requirements and broader industrial power needs.

Given this backdrop, let’s turn to our selection of the 11 best-performing data center stocks to buy now.

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Our Methodology

To compile our list of the best-performing data center stocks, we screened U.S.-listed companies that are either pure-play data center operators or have significant exposure to the sector, leveraging ETFs, industry research, and proprietary databases. From this universe, we narrowed the list to stocks delivering the highest year-to-date returns. We then focused on the 11 stocks most widely held by hedge funds, based on Q2 2025 data from Insider Monkey, and ranked them according to the number of hedge fund investors with active positions.

Why are we interested in the stocks that hedge funds pile into? The reason is simple: our research has shown that we can outperform the market by imitating the top stock picks of the best hedge funds. Our quarterly newsletter’s strategy selects 14 small-cap and large-cap stocks every quarter and has returned 373.4% since May 2014, beating its benchmark by 218 percentage points (see more details here).

Note: All pricing data is as of market close on September 18, 2025.

11 Best Performing Data Center Stocks to Buy Now

11. VNET Group Inc. (NASDAQ:VNET)

YTD Return: 107.8%

Number of Hedge Fund Holders: 27

VNET Group Inc. (NASDAQ:VNET) is one of the best performing data center stocks to buy now. On September 12, DBS reiterated a Buy rating on VNET with a $12.50 price target, following a nearly 20% rally since the analyst lifted the target from $9 in late July when shares traded near $8.30.

The rating reaffirmation came a day after VNET announced a 40MW wholesale order from a leading internet company for its new Gu’an IDC Campus in the Greater Beijing Area. The project will be delivered in phases and highlights the company’s ability to attract large-scale customers in a competitive market.

Management emphasized that the order will support the client’s use of domestic chips, a market segment expected to be a key driver of computing demand in China. VNET is also deploying advanced liquid cooling technology for this order, designed to reduce energy consumption and improve power utilization efficiency.

The deal reinforces VNET’s execution capabilities at a time when hyperscale demand remains resilient despite broader market uncertainty.

Apart from DBS, Morgan Stanley’s analyst Tom Tang also reiterated his Buy rating on the stock on August 28, with an unchanged price target of $12.00.

10. Applied Digital Corp. (NASDAQ:APLD)

YTD Return: 159.6%

Number of Hedge Fund Holders: 28

Applied Digital Corp. (NASDAQ:APLD) is one of the best performing data center stocks to buy now. On September 15, Craig-Hallum analyst George Sutton reiterated a Buy rating on the company with a $23 price target, citing continued execution in scaling its AI-focused infrastructure.

The update followed the company’s regulatory filing on September 12, in which the company announced progress on its Polaris Forge 1 development. The site, designed to support 1 gigawatt of capacity, will have its first 100-megawatt facility operational in Q4 2025, followed by additional 150-megawatt facilities in 2026 and 2027. These long-term leases are expected to provide steady cash flow and fund future growth.

Applied Digital also broke ground on Polaris Forge 2 in September, a $3 billion AI campus near Harwood, North Dakota, with 200 megawatts of initial critical IT load and potential for expansion. Early operations are targeted for 2026, with full capacity by 2027.

Interestingly, management noted it is in advanced discussions with a U.S.-based investment-grade hyperscaler for an anchor lease. Securing such a customer would broaden Applied Digital’s client mix and demonstrate its capacity to support large-scale AI infrastructure.

The company is also reviewing options for its Cloud Services division to sharpen its focus on data centers, a strategy expected to drive long-term shareholder value.

Applied Digital (NASDAQ:APLD) develops and operates data centers in North America designed for high-performance computing and artificial intelligence workloads.

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The $250 Trillion AI Hype is Real. A few years from now, you’ll probably wish you’d bought this stock.

When Jeff Bezos said that one breakthrough technology would shape Amazon’s destiny, even Wall Street’s biggest analysts were caught off guard.

Fast forward a year and Amazon’s new CEO Andy Jassy described generative AI as a “once-in-a-lifetime” technology that is already being used across Amazon to reinvent customer experiences.

At the 8th Future Investment Initiative conference, Elon Musk predicted that by 2040 there would be at least 10 billion humanoid robots, with each priced between $20,000 and $25,000.

Do the math. According to Musk, this technology could be worth $250 trillion by 2040.

Put another way, that’s roughly equal to:

  • 175 Teslas
  • 107 Amazons
  • 140 Metas
  • 84 Googles
  • 65 Microsofts
  • And 55 Nvidias

And here’s the wild part — this $250 trillion wave isn’t tied to one company, but to an entire ecosystem of AI innovators set to reshape the global economy.

It’s a leap so massive, it could reshape how businesses, governments, and consumers operate worldwide.

Even if that $250 trillion figure sounds ambitious, major firms like PwC and McKinsey still see AI unlocking multi-trillion-dollar potential.

How could anything be worth that much?

The answer lies in a breakthrough so powerful it’s redefining how humanity works, learns, and creates.

And this breakthrough has already set off a frenzy among hedge funds and Wall Street’s top investors.

What most investors don’t realize is that one under-owned company holds the key to this $250 trillion revolution.

In fact, Verge argues this company’s supercheap AI technology should concern rivals.

Before I reveal the details, let’s talk about how some of the richest people on the planet are positioning themselves.

  • Bill Gates sees artificial intelligence as the “biggest technological advance in my lifetime,” more transformative than the internet or personal computer, capable of improving healthcare, education, and addressing climate change.
  • Larry Ellison — through Oracle, is spending billions on Nvidia chips and partnering with Cohere to embed generative AI across Oracle’s cloud and apps.
  • Warren Buffett — not known for tech hype — says this breakthrough could have a ‘hugely beneficial social impact.

When billionaires from Silicon Valley to Wall Street line up behind the same idea — you know it’s worth paying attention to.

Even as we admire what Tesla, Nvidia, Alphabet, and Microsoft have built, we believe an even greater opportunity lies elsewhere…

But the real story isn’t Nvidia — it’s a much smaller company quietly improving the critical technology that makes this entire revolution possible.

And judging by what I’m hearing from both Silicon Valley insiders and Wall Street veterans…

This prediction might not be bold at all:

A few years from now, you’ll wish you’d owned this stock.

The best part? You can discover everything about this company and its groundbreaking technology right now.

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If you’re thinking about getting in, don’t wait – because once Wall Street catches wind of this story, the easy money will be gone.

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AI, Tariffs, Nuclear Power: One Undervalued Stock Connects ALL the Dots (Before It Explodes!)

Artificial intelligence is the greatest investment opportunity of our lifetime. The time to invest in groundbreaking AI is now, and this stock is a steal!

AI is eating the world—and the machines behind it are ravenous.

Each ChatGPT query, each model update, each robotic breakthrough consumes massive amounts of energy. In fact, AI is already pushing global power grids to the brink.

Wall Street is pouring hundreds of billions into artificial intelligence—training smarter chatbots, automating industries, and building the digital future. But there’s one urgent question few are asking:

Where will all of that energy come from?

AI is the most electricity-hungry technology ever invented. Each data center powering large language models like ChatGPT consumes as much energy as a small city. And it’s about to get worse.

Even Sam Altman, the founder of OpenAI, issued a stark warning:

“The future of AI depends on an energy breakthrough.”

Elon Musk was even more blunt:

“AI will run out of electricity by next year.”

As the world chases faster, smarter machines, a hidden crisis is emerging behind the scenes. Power grids are strained. Electricity prices are rising. Utilities are scrambling to expand capacity.

And that’s where the real opportunity lies…

One little-known company—almost entirely overlooked by most AI investors—could be the ultimate backdoor play. It’s not a chipmaker. It’s not a cloud platform. But it might be the most important AI stock in the US owns critical energy infrastructure assets positioned to feed the coming AI energy spike.

As demand from AI data centers explodes, this company is gearing up to profit from the most valuable commodity in the digital age: electricity.

The “Toll Booth” Operator of the AI Energy Boom

  • It owns critical nuclear energy infrastructure assets, positioning it at the heart of America’s next-generation power strategy.
  • It’s one of the only global companies capable of executing large-scale, complex EPC (engineering, procurement, and construction) projects across oil, gas, renewable fuels, and industrial infrastructure.
  • It plays a pivotal role in U.S. LNG exportation—a sector about to explode under President Trump’s renewed “America First” energy doctrine.

Trump has made it clear: Europe and U.S. allies must buy American LNG.

And our company sits in the toll booth—collecting fees on every drop exported.

But that’s not all…

As Trump’s proposed tariffs push American manufacturers to bring their operations back home, this company will be first in line to rebuild, retrofit, and reengineer those facilities.

AI. Energy. Tariffs. Onshoring. This One Company Ties It All Together.

While the world is distracted by flashy AI tickers, a few smart investors are quietly scooping up shares of the one company powering it all from behind the scenes.

AI needs energy. Energy needs infrastructure.

And infrastructure needs a builder with experience, scale, and execution.

This company has its finger in every pie—and Wall Street is just starting to notice.

Wall Street is noticing this company also because it is quietly riding all of these tailwinds—without the sky-high valuation.

While most energy and utility firms are buried under mountains of debt and coughing up hefty interest payments just to appease bondholders…

This company is completely debt-free.

In fact, it’s sitting on a war chest of cash—equal to nearly one-third of its entire market cap.

It also owns a huge equity stake in another red-hot AI play, giving investors indirect exposure to multiple AI growth engines without paying a premium.

And here’s what the smart money has started whispering…

The Hedge Fund Secret That’s Starting to Leak Out

This stock is so off-the-radar, so absurdly undervalued, that some of the most secretive hedge fund managers in the world have begun pitching it at closed-door investment summits.

They’re sharing it quietly, away from the cameras, to rooms full of ultra-wealthy clients.

Why? Because excluding cash and investments, this company is trading at less than 7 times earnings.

And that’s for a business tied to:

  • The AI infrastructure supercycle
  • The onshoring boom driven by Trump-era tariffs
  • A surge in U.S. LNG exports
  • And a unique footprint in nuclear energy—the future of clean, reliable power

You simply won’t find another AI and energy stock this cheap… with this much upside.

This isn’t a hype stock. It’s not riding on hope.

It’s delivering real cash flows, owns critical infrastructure, and holds stakes in other major growth stories.

This is your chance to get in before the rockets take off!

Disruption is the New Name of the Game: Let’s face it, complacency breeds stagnation.

AI is the ultimate disruptor, and it’s shaking the foundations of traditional industries.

The companies that embrace AI will thrive, while the dinosaurs clinging to outdated methods will be left in the dust.

As an investor, you want to be on the side of the winners, and AI is the winning ticket.

The Talent Pool is Overflowing: The world’s brightest minds are flocking to AI.

From computer scientists to mathematicians, the next generation of innovators is pouring its energy into this field.

This influx of talent guarantees a constant stream of groundbreaking ideas and rapid advancements.

By investing in AI, you’re essentially backing the future.

The future is powered by artificial intelligence, and the time to invest is NOW.

Don’t be a spectator in this technological revolution.

Dive into the AI gold rush and watch your portfolio soar alongside the brightest minds of our generation.

This isn’t just about making money – it’s about being part of the future.

So, buckle up and get ready for the ride of your investment life!

Act Now and Unlock a Potential 100+% Return within 12 to 24 months.

We’re now offering month-to-month subscriptions with no commitments.

For a ridiculously low price of just $9.99 per month, you can unlock our in-depth investment research and exclusive insights – that’s less than a single fast food meal!

Space is Limited! Only 1000 spots are available for this exclusive offer. Don’t let this chance slip away – subscribe to our Premium Readership Newsletter today and unlock the potential for a life-changing investment.

Here’s what to do next:

1. Head over to our website and subscribe to our Premium Readership Newsletter for just $9.99.

2. Enjoy a month of ad-free browsing, exclusive access to our in-depth report on the Trump tariff and nuclear energy company as well as the revolutionary AI-robotics company, and the upcoming issues of our Premium Readership Newsletter.

3. Sit back, relax, and know that you’re backed by our ironclad 30-day money-back guarantee.

Don’t miss out on this incredible opportunity! Subscribe now and take control of your AI investment future!


No worries about auto-renewals! Our 30-Day Money-Back Guarantee applies whether you’re joining us for the first time or renewing your subscription a month later!