Undervalued and Ignored: 2 Artificial Intelligence (AI) Stocks With Market-Beating Potential

AI Infrastructure 2026: How Modular Data‑Centers & Power Contracts Drive the Next Growth Wave { "@context": "https://schema.org", "@type": "Article", "headline": "AI Infrastructure 2026: How Modular Data‑Centers & Power Contracts Drive the Next Growth Wave", "datePublished": "2026-01-08", "dateModified": "2026-01-08", "author": { "@type": "Person", "name": "Alex Mercer" }, "publisher": { "@type": "Organization", "name": "TechPulse Media", "logo": { "@type": "ImageObject", "url": "https://example.com/logo.png" } }, "mainEntityOfPage": "True" } body{font-family:Arial,Helvetica,sans-serif;margin:0;padding:1rem;background:#f9f9f9;} article{max-width:860px;margin:auto;background:white;padding:2rem;border-radius:4px;box-shadow:0 2px 8px rgba(0,0,0,.05);} h1,h2{color:#222;} h3{margin-top:1.5em;} ul{list-style-type:none;padding-left:0;} li::before{content:"• ";color:#0066cc;} table{width:100%;border-collapse:collapse;margin-top:1rem;} th,td{text-align:left;border-bottom:1px solid #ddd;padding:.75rem;} img{max-width:100%;} .meta{font-size:.9em;color:#555;margin-top:2rem;} AI Infrastructure 2026: How Modular Data‑Centers & Power Contracts Drive the Next Growth Wave Published on January 8, 2026 | Last modified January 8, 2026 In the AI supply chain, AI infrastructure is no longer a silent enabler; it has become a strategic differentiator. Two firms— Applied Digital (APLD) and Dell Technologies (DELL) —illustrate how modular data‑center design, secured power contracts, and cutting‑edge GPU architecture can unlock hidden value for investors and operators alike. This deep dive dissects the technical drivers, market dynamics, and risk landscape shaping AI infrastructure in 2026. Table of Contents Why AI Infrastructure Matters Now Modular Data‑Centers: Speed, Scale, and Cost Efficiency Secured Power Contracts & the 2030 Crunch GPU Architecture Evolution: Hopper to Gemini 1.5 Valuation Gap and Deal Momentum Risk Landscape: Power, Cooling, Regulation Operational Edge & Software‑Defin