Nvidia (NVDA) remains the leader in AI infrastructure, but lesser-known companies Advanced Energy Industries (AEIS) and DigitalBridge Group (DBRG) are gaining traction in the sector. Both companies are showing strong momentum; AEIS has a projected annual earnings growth of 27% over the next three to five years, while DBRG is expected to see a 26% growth rate during the same period.
AEIS specializes in precision power conversion systems essential for AI workloads and currently trades at 25.7x forward earnings, which is considered attractive given its strong growth outlook. In contrast, DBRG focuses on digital infrastructure, partnering with major operators to develop AI-ready data centers, and trades at 19.2x forward earnings, also indicating a favorable valuation.
Both stocks hold a Zacks Rank #2 (Buy) and are seen as compelling investments for those looking to diversify exposure to the AI sector beyond major players like Nvidia.
