Power & Cooling·Feb 17, 2026
NVIDIA's B200 Ramp Creates $8B Cooling Opportunity
As GPU power density crosses 1,000W per chip, liquid cooling transitions from optional to mandatory. Three companies are positioned to capture the lion's share.
AI Infrastructure Stock Analysis
& Market Intelligence
Tracking the entire AI supply chain — semiconductors, data centers, networking, power, cooling, and construction. 250+ stocks analyzed. Updated daily.
Market Snapshot
Feb 17, 20267
Sectors
250+
Stocks
Daily
Updated
AI Infrastructure Stocks
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Sector
Price
Change
MCap
NVDA
Semiconductors
$138.25
+2.54%
$3.38T
AVGO
Semiconductors
$228.50
-0.57%
$1.07T
VRT
Power & Cooling
$118.75
+3.67%
$44.5B
ANET
Networking
$98.50
+1.91%
$120.3B
DLR
Data Center REITs
$172.30
-0.52%
$55.2B
ETN
Power & Cooling
$325.40
+0.65%
$130.1B
EQIX
Data Center REITs
$895.20
+0.63%
$85.7B
PWR
Construction
$312.80
+0.47%
$46.2B
Latest Analysis
Construction·Feb 16, 2026
Data Center Construction Backlogs Hit All-Time High
Quanta Services and MYR Group report record backlogs as hyperscalers race to bring new AI-capable facilities online across North America.
Semiconductors·Feb 14, 2026
Broadcom's Custom Silicon Push: Who Wins, Who Loses
Google's latest TPU order signals a structural shift in AI chip procurement. We map the supply chain implications across 12 companies.
Sectors
⚡Semiconductors
+0.99%🏢Data Center REITs
+0.05%🔗Networking
+1.91%🔋Power & Cooling
+2.16%🏗️Construction
+0.47%The AI Infrastructure Brief
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