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5 Best Industrial Stocks Benefiting from the Data Center Boom

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In this article, we will look at the 5 Best Industrial Stocks Benefiting from the Data Center Boom. Please visit the 10 Best Industrial Stocks Benefiting from the Data Center Boom if you’d like to see an extended list and methodology behind it.

5. Carrier Global Corporation (NYSE:CARR)

Potential Upside: 12.97%

Number of Hedge Fund Holders: 59

Carrier Global Corporation (NYSE:CARR) is one of the best industrial stocks benefiting from the data center boom. On May 5, Argus Research raised its price target for Carrier Global to $75 from $72, while maintaining a Buy rating on the shares, according to a report by Investing.com.

The research firm attributed the higher price target to the valuation and opportunities from the company’s recent portfolio alignment. Argus highlighted the company’s potential for data center growth as well as the recent boost in share buybacks.

On April 30, Carrier Global reported a 500% increase in data center orders in the first quarter of the year, which resulted in a 35% jump in global Commercial HVAC orders.

Earlier, on April 29, the company announced that its venture group, Carrier Ventures, expanded its investment in ZutaCore, a provider of direct-to-chip, waterless liquid-cooling solutions.

Carrier Vice President for Global Data Centers, Christian Senu, emphasized that AI is reshaping data center architecture, with thermal management emerging as a key constraint on scaling. He added:

“This investment strengthens our ability to deliver advanced liquid cooling solutions that help customers scale high-density AI infrastructure efficiently and with improved energy performance for today’s chip thermal densities and next-generation architectures.”

Based on 29 analyst ratings compiled by CNN, Carrier Global has an average price rating of $75.50, a 12.97% increase from the current price of $66.83.

Carrier Global Corporation (NYSE:CARR) is a global leader in intelligent climate and energy solutions. It offers cutting-edge advancements in climate solutions, including temperature control and air quality.

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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:

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