In this article, we will list the 5 Best AI Enabler Stocks to Buy Now. Please visit 10 Best AI Enabler Stocks to Buy Now if you’d like to see an extended list.
For this article, we sourced an initial pool of AI enabler stocks from financial media coverage and then narrowed the list using our own filters. We focused on companies that supply the physical and technical backbone of AI infrastructure, including semiconductors, foundry capacity, networking, memory, power systems, cooling, and data center equipment.
We then prioritized stocks with direct exposure to AI infrastructure spending, strong relevance to the current buildout cycle, and recent company-specific developments that supported their inclusion.
5. Arista Networks, Inc. (NYSE:ANET)
Arista Networks, Inc. (NYSE:ANET) is one of the best AI enabler stocks to buy now.
Arista Networks, Inc. (NYSE:ANET) fits the AI-enabler theme because large AI clusters need more than accelerators. They also need high-speed, low-latency networks that can move data across thousands of GPUs without turning the data center into a very expensive traffic jam. The latest company update came on May 5, when Arista said it had introduced AI-focused networking technologies, including its XPO high-density liquid-cooled pluggable optics and its universal AI spine powered by the 7800 platform. Arista said XPO is designed to reduce networking racks by up to 75% and save up to 44% of floor space compared with traditional pluggable optics.
The deeper AI angle came from Arista’s March 12 XPO announcement. The company said the 12.8 Tbps liquid-cooled optics module supports 204.8 Tbps per open compute rack unit, a 4x improvement compared with 1600G-OSFP optics, and was built for AI scale-up, scale-out, scale-across, and metro-reach fabrics. Microsoft also backed the specification as a way to support a broader optical ecosystem for AI data centers.
Arista’s first-quarter numbers show that demand is already feeding into the business, with revenue rising 35.1% year over year to $2.71 billion.
Arista Networks, Inc. (NYSE:ANET) provides cloud networking, data center switching, routing, campus networking, AI networking, automation, analytics, and security software for large data center, cloud, enterprise, and AI infrastructure environments.
4. Vertiv Holdings Co (NYSE:VRT)
Vertiv Holdings Co (NYSE:VRT) is one of the best AI enabler stocks to buy now.
The latest AI infrastructure angle came on May 6, when Reuters reported that Hut 8 signed a 15-year, $9.8 billion lease for its Beacon Point data center campus in Texas, with the first phase covering 352 megawatts of IT capacity. The facility is expected to support large-scale AI training and operations, and Reuters said the project is being designed around NVIDIA’s latest data center systems. Vertiv Holdings Co (NYSE:VRT) was named among the project partners, alongside American Electric Power and Jacobs, which places the company directly inside a large AI data center buildout rather than just near the theme.
The story also fits Vertiv’s recent push deeper into liquid cooling. On April 27, Vertiv acquired Strategic Thermal Labs, a specialist in advanced liquid-cooling technologies. Vertiv said the deal strengthens its thermal-chain strategy by adding cold-plate design, server-side liquid cooling, and high-density thermal validation expertise for AI and high-performance computing environments.
That makes Vertiv a strong AI enabler because the AI buildout increasingly depends on power, cooling, racks, and deployment infrastructure, not just chips.
Vertiv Holdings Co (NYSE:VRT) provides critical digital infrastructure, including power management, thermal management, liquid cooling, racks, integrated modular systems, monitoring software, and services for data centers, communication networks, and commercial and industrial facilities.
3. Eaton Corporation plc (NYSE:ETN)
Eaton Corporation plc (NYSE:ETN) is one of the best AI enabler stocks to buy now.
The latest AI infrastructure signal came on May 5, when Eaton Corporation plc (NYSE:ETN) said Electrical Americas data center orders rose approximately 240% in the first quarter, while data center revenue increased approximately 50% from the prior-year period. The same update said Electrical Americas’ backlog grew 44% year over year, showing how demand for power systems is building alongside the AI data center cycle.
Eaton’s role is becoming more specific than general electrification. The company said it closed the Boyd Thermal acquisition and debuted its Eaton Beam Rubin DSX platform in collaboration with NVIDIA, describing it as a “grid-to-chip” power and cooling blueprint for AI factories. The platform is built around faster deployment amid power constraints, modular power and cooling, and scalable growth from megawatt-level deployments to more than 100 MW.
The manufacturing side also supports the story. On April 8, Eaton announced an investment of more than $30 million to open a 370,000-square-foot switchgear facility near Omaha, Nebraska, aimed at rising demand from AI data centers and nearly 3,000 planned or under-construction U.S. data centers.
Eaton Corporation plc (NYSE:ETN) provides intelligent power management products and services, including electrical systems, switchgear, power distribution, backup power, aerospace components, vehicle systems, and related infrastructure solutions.
2. Micron Technology, Inc. (NASDAQ:MU)
Micron Technology, Inc. (NASDAQ:MU) is one of the best AI enabler stocks to buy now.
The latest AI infrastructure angle came on May 5, when Micron Technology, Inc. (NASDAQ:MU) said it had started shipping its 245TB Micron 6600 ION SSD, which the company described as the world’s highest-capacity commercially available SSD. The drive is built for AI, cloud, enterprise, and hyperscale workloads, including next-generation AI data lakes and cloud-scale file and object storage. Micron said the 245TB 6600 ION E3.L requires 82% fewer racks than HDD-based deployments to achieve equivalent raw storage capacity, helping data centers store and process more data while reducing power and cooling demands.
The AI-enabler angle is that AI infrastructure doesn’t only need GPUs and HBM. It also needs dense, efficient storage for the enormous datasets used in training, inference pipelines, analytics, and object storage. Micron said its lab testing showed the 245TB 6600 ION delivered up to 84x better energy efficiency for AI workloads, 8.6x faster AI preprocessing, 3.4x better ingest throughput, and up to 29x lower latency versus HDD-based systems.
That gives Micron a broader role in the AI supply chain: memory and storage products that help data centers feed, move, and retain the data behind AI workloads.
Micron Technology, Inc. (NASDAQ:MU) develops memory and storage products, including DRAM, NAND, NOR, high-bandwidth memory, SSDs, and related solutions for data centers, AI infrastructure, mobile devices, PCs, automotive, industrial, and networking markets.
1. Marvell Technology, Inc. (NASDAQ:MRVL)
Marvell Technology, Inc. (NASDAQ:MRVL) is one of the best AI enabler stocks to buy now.
The stronger AI infrastructure angle came on April 22, when Marvell Technology, Inc. (NASDAQ:MRVL) acquired Polariton Technologies, a developer of high-speed, low-power plasmonics-based silicon photonics devices. Marvell said the deal adds advanced modulation technology for next-generation coherent and optical interconnect platforms, as AI workloads drive rising bandwidth demand and data centers move from 1.6T connectivity toward 3.2T and beyond. The acquisition strengthens Marvell’s portfolio across electro-optics, photonics, switching, and custom silicon.
That deal is more meaningful when viewed alongside Marvell’s broader push into custom AI infrastructure. On March 31, NVIDIA and Marvell announced a strategic partnership to connect Marvell to the NVIDIA AI factory and AI-RAN ecosystem through NVLink Fusion. NVIDIA also invested $2 billion in Marvell. Under the partnership, Marvell will provide custom XPUs and NVLink Fusion-compatible scale-up networking, while the two companies will also collaborate on silicon photonics technology.
That makes Marvell a relevant AI enabler because its opportunity sits where custom AI chips, optical interconnects, and high-speed networking begin to merge.
Marvell Technology, Inc. (NASDAQ:MRVL) develops semiconductor solutions for data infrastructure, including custom silicon, optical connectivity, data center switching, storage, security, Ethernet, and cloud networking products.
While we acknowledge the potential of MRVL to grow, our conviction lies in the belief that some AI stocks hold greater promise for delivering higher returns and have limited downside risk. If you are looking for an AI stock that is more promising than MRVL and that has 100x upside potential, check out our report about the cheapest AI stock.
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