{"id":1905,"date":"2026-05-05T07:26:27","date_gmt":"2026-05-05T07:26:27","guid":{"rendered":"https:\/\/www.bearsavings.com\/blog\/?p=1905"},"modified":"2026-05-05T07:26:30","modified_gmt":"2026-05-05T07:26:30","slug":"investing-in-ai-infrastructure-stocks","status":"publish","type":"post","link":"https:\/\/www.bearsavings.com\/blog\/investing-in-ai-infrastructure-stocks\/","title":{"rendered":"Investing in AI Infrastructure Stocks: Top 5 Picks for 2026"},"content":{"rendered":"<div style=\"margin-top: 0px; margin-bottom: 0px;\" class=\"sharethis-inline-share-buttons\" ><\/div>\n<p class=\"wp-block-paragraph\">Few investors ever hit every market regime change perfectly. You likely missed at least a piece of the Nvidia rally, sat on too much cash during the generative AI bubble, or saw promising AI unicorns fail to go public.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">If you\u2019re looking for your next high-conviction trade in AI, look no further than AI infrastructure stocks.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">A new generation of data centres is powering the artificial intelligence revolution. These are the companies building them.<\/p>\n\n\n\n<figure class=\"wp-block-image size-large\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"576\" src=\"https:\/\/www.bearsavings.com\/blog\/wp-content\/uploads\/2026\/05\/pexels-googledeepmind-18069816-1024x576.jpg\" alt=\"Abstract visualization of AI data infrastructure with interconnected nodes and data flow representing GPU clusters and data centre networks\" class=\"wp-image-1906\" srcset=\"https:\/\/www.bearsavings.com\/blog\/wp-content\/uploads\/2026\/05\/pexels-googledeepmind-18069816-1024x576.jpg 1024w, https:\/\/www.bearsavings.com\/blog\/wp-content\/uploads\/2026\/05\/pexels-googledeepmind-18069816-300x169.jpg 300w, https:\/\/www.bearsavings.com\/blog\/wp-content\/uploads\/2026\/05\/pexels-googledeepmind-18069816-768x432.jpg 768w, https:\/\/www.bearsavings.com\/blog\/wp-content\/uploads\/2026\/05\/pexels-googledeepmind-18069816-432x243.jpg 432w, https:\/\/www.bearsavings.com\/blog\/wp-content\/uploads\/2026\/05\/pexels-googledeepmind-18069816.jpg 1280w\" sizes=\"auto, (max-width: 1024px) 100vw, 1024px\" \/><figcaption class=\"wp-element-caption\">A visual representation of AI infrastructure, illustrating how data flows through interconnected systems powering modern artificial intelligence and data centres<\/figcaption><\/figure>\n\n\n<div style=\"max-width: -moz-fit-content\" class=\"wp-block-ub-table-of-contents-block ub_table-of-contents ub_table-of-contents-collapsed\" id=\"ub_table-of-contents-4be02edb-27c3-4f07-891b-531158fd5cea\" data-linktodivider=\"false\" data-showtext=\"show\" data-hidetext=\"hide\" data-scrolltype=\"auto\" data-enablesmoothscroll=\"false\" data-initiallyhideonmobile=\"false\" data-initiallyshow=\"false\"><div class=\"ub_table-of-contents-header-container\" style=\"\">\n\t\t\t<div class=\"ub_table-of-contents-header\" style=\"text-align: left; \">\n\t\t\t\t<div class=\"ub_table-of-contents-title\" style=\"\"><strong>Table of Contents<\/strong><\/div>\n\t\t\t\t<div class=\"ub_table-of-contents-header-toggle\">\n\t\t\t<div class=\"ub_table-of-contents-toggle\" style=\"\">\n\t\t\t\u00a0[<a class=\"ub_table-of-contents-toggle-link\" href=\"#\" style=\"\">show<\/a>]\n\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t<\/div>\n\t\t<\/div><div class=\"ub_table-of-contents-extra-container\" style=\"\">\n\t\t\t<div class=\"ub_table-of-contents-container ub_table-of-contents-1-column ub-hide\">\n\t\t\t\t<ul style=\"\"><li style=\"\"><a href=\"https:\/\/www.bearsavings.com\/blog\/investing-in-ai-infrastructure-stocks\/#0-what-does-ai-infrastructure-actually-mean\" style=\"\">What Does &#8220;AI Infrastructure&#8221; Actually Mean?<\/a><\/li><li style=\"\"><a href=\"https:\/\/www.bearsavings.com\/blog\/investing-in-ai-infrastructure-stocks\/#1-why-the-neocloud-sector-is-the-most-exciting-corner-of-ai-investing-right-now\" style=\"\">Why the Neocloud Sector Is the Most Exciting Corner of AI Investing Right Now<\/a><\/li><li style=\"\"><a href=\"https:\/\/www.bearsavings.com\/blog\/investing-in-ai-infrastructure-stocks\/#2-risks-to-understand-before-buying-ai-infrastructure-stocks\" style=\"\">Risks to Understand Before Buying AI Infrastructure Stocks<\/a><ul><li style=\"\"><a href=\"https:\/\/www.bearsavings.com\/blog\/investing-in-ai-infrastructure-stocks\/#3-execution-risk\" style=\"\">Execution Risk<\/a><\/li><li style=\"\"><a href=\"https:\/\/www.bearsavings.com\/blog\/investing-in-ai-infrastructure-stocks\/#4-concentration-risk\" style=\"\">Concentration Risk<\/a><\/li><\/ul><\/li><li style=\"\"><a href=\"https:\/\/www.bearsavings.com\/blog\/investing-in-ai-infrastructure-stocks\/#5-top-5-ai-infrastructure-stocks-to-watch-in-year\" style=\"\">Top 5 AI Infrastructure Stocks to Watch in 2026<\/a><ul><li style=\"\"><a href=\"https:\/\/www.bearsavings.com\/blog\/investing-in-ai-infrastructure-stocks\/#6-nebius-group-nasdaq-nbis\" style=\"\">Nebius Group (NASDAQ: NBIS)<\/a><\/li><li style=\"\"><a href=\"https:\/\/www.bearsavings.com\/blog\/investing-in-ai-infrastructure-stocks\/#7-iren-limited-nasdaq-iren\" style=\"\">IREN Limited (NASDAQ: IREN)<\/a><\/li><li style=\"\"><a href=\"https:\/\/www.bearsavings.com\/blog\/investing-in-ai-infrastructure-stocks\/#8-coreweave-nasdaq-crwv\" style=\"\">CoreWeave (NASDAQ: CRWV)<\/a><\/li><li style=\"\"><a href=\"https:\/\/www.bearsavings.com\/blog\/investing-in-ai-infrastructure-stocks\/#9-keel-infrastructure-nasdaq-keel\" style=\"\">Keel Infrastructure (NASDAQ: KEEL)<\/a><\/li><li style=\"\"><a href=\"https:\/\/www.bearsavings.com\/blog\/investing-in-ai-infrastructure-stocks\/#10-applied-digital-nasdaq-apld\" style=\"\">Applied Digital (NASDAQ: APLD)<\/a><\/li><\/ul><\/li><li style=\"\"><a href=\"https:\/\/www.bearsavings.com\/blog\/investing-in-ai-infrastructure-stocks\/#11-how-to-think-about-position-sizing\" style=\"\">How to Think About Position Sizing<\/a><\/li><li style=\"\"><a href=\"https:\/\/www.bearsavings.com\/blog\/investing-in-ai-infrastructure-stocks\/#12-final-thoughts\" style=\"\">Final Thoughts<\/a><\/li><\/ul>\n\t\t\t<\/div>\n\t\t<\/div><\/div>\n\n\n<hr class=\"wp-block-separator has-alpha-channel-opacity\"\/>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"0-what-does-ai-infrastructure-actually-mean\">What Does &#8220;AI Infrastructure&#8221; Actually Mean?<\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">Investing in AI infrastructure stocks means buying shares of the companies supplying the hardware and software required to build and run large-scale artificial intelligence. This includes everything from;<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>GPU clusters (GPUs) that run AI inference and training;<\/li>\n\n\n\n<li>The data centres those GPUs are housed in;<\/li>\n\n\n\n<li>Electricity and power infrastructure;<\/li>\n\n\n\n<li>Cloud platforms that developers and businesses can use to rent AI compute; and<\/li>\n\n\n\n<li>Networking and interconnects that allow GPUs to communicate with one another.<\/li>\n<\/ul>\n\n\n\n<p class=\"wp-block-paragraph\">Simply. there\u2019s a ton of physical infrastructure that goes into supporting AI at scale. While many of the largest hyperscalers are investing heavily in their own data centre expansions to supply that capacity, a new generation of specialised providers is capturing a portion of the market by developing AI-specific offerings. We call this neocloud.<\/p>\n\n\n\n<hr class=\"wp-block-separator has-alpha-channel-opacity\"\/>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"1-why-the-neocloud-sector-is-the-most-exciting-corner-of-ai-investing-right-now\">Why the Neocloud Sector Is the Most Exciting Corner of AI Investing Right Now<\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">Neocloud companies like Nebius and CoreWeave specialise in renting out GPU clusters to developers and enterprises that want to train large AI models. They\u2019re called neoclouds because they\u2019re a new generation cloud provider designed specifically for AI use cases rather than general cloud computing.<\/p>\n\n\n\n<blockquote class=\"wp-block-quote is-layout-flow wp-block-quote-is-layout-flow\">\n<p class=\"wp-block-paragraph\">\u201cIf you think about AWS vs a neocloud,\u201d Bank of America analyst Tal Liani explained earlier this month, \u201cneoclouds sit at the opposite end of the spectrum as hyperscalers. Rather than building general-purpose data centres, they specialise in rapidly deploying GPU-dense compute clusters optimised for throughput and bare-metal performance. They have architecture purpose-built to win on speed, specialisation, and hardware integration.\u201d<\/p>\n<\/blockquote>\n\n\n\n<p class=\"wp-block-paragraph\">Estimates suggest these specialised GPU providers will grow revenue at rates of 500% or more in 2026 while struggling to add capacity fast enough to keep up with AI demand. That capital spending bill has to go somewhere, and investors looking for exposure to the buildout of AI at scale can\u2019t really go wrong with any of the neocloud names right now:<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Internet infrastructure company Nebius grew 87% in 2026 alone as investors scrambled to scoop up shares ahead of Q2 earnings.<\/li>\n\n\n\n<li>IREN is up 180% this year. A Bitcoin miner turned AI cloud infrastructure provider, IREN has secured several billion dollar deals with Microsoft while also continuing to generate profit from cryptocurrency.<\/li>\n\n\n\n<li>Industry leader CoreWeave trades at a ~30x forward P\/S while building out some of the fastest-growing GPU infrastructure in existence.<\/li>\n\n\n\n<li>Keel is an earlier-stage play with exposure to high computing power infrastructure that recently rebranded from Bitfarms and began trading under KEEL earlier this year.<\/li>\n\n\n\n<li>Applied Digital makes money by constructing and leasing data centres to cloud providers rather than renting out space on its own balance sheet.<\/li>\n<\/ul>\n\n\n\n<p class=\"has-pale-ocean-gradient-background has-background wp-block-paragraph\"><em><strong>Disclaimer:<\/strong> The examples and companies mentioned above do not constitute a recommendation to buy or sell any stock.<\/em><\/p>\n\n\n\n<hr class=\"wp-block-separator has-alpha-channel-opacity\"\/>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"2-risks-to-understand-before-buying-ai-infrastructure-stocks\">Risks to Understand Before Buying AI Infrastructure Stocks<\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">AI infrastructure investing isn\u2019t without risk. Here are four major risks every investor should understand before buying any stock in this group.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"3-execution-risk\">Execution Risk<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">Ask any Founder or CEO and they\u2019ll tell you building a data centre is hard. There\u2019s tons of moving pieces \u2014 GPUs, power supply, timelines, construction, permitting, etc. \u2014 any one of which can stall and delay revenue by quarters.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">AI infrastructure stocks also trade at premium valuations based on supply scarcity. Increased GPU buildout from Amazon, Microsoft, Google, and others will bring new supply to market over the next few years and could compress margins for providers that rely on rental income.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">The businesses are capital intensive. AI infrastructure companies typically spend billions building out data centres before they ever record meaningful revenue from those facilities. Most are burning through cash and will need to return to the capital markets for additional liquidity.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">There\u2019s a lot that can go wrong. These are early-stage growth stocks trading on projected revenue several years in the future. Investors drive the market sentiment, AI spending could slow, and stock prices could fall just as fast as they rise.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"4-concentration-risk\">Concentration Risk<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">Many AI infrastructure companies have been able to lock in billions \u2014 and in some cases, tens of billions \u2014 of dollars in future revenue via contract with Amazon, Microsoft, Google, and Meta. Trillion dollar corporations love locking in their AI compute needs for years in advance at known prices.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">These long-term contracts are great for projecting cash flows years into the future. But they also create huge concentration risk. One or two hyperscalers make up the majority of revenue for many of these companies. If a renewal is renegotiated at lower pricing, or worse, not renewed at all the stock can tumble.<\/p>\n\n\n\n<hr class=\"wp-block-separator has-alpha-channel-opacity\"\/>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"5-top-5-ai-infrastructure-stocks-to-watch-in-year\">Top 5 AI Infrastructure Stocks to Watch in 2026<\/h2>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"6-nebius-group-nasdaq-nbis\">Nebius Group (NASDAQ: NBIS)<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>The Full-Stack Neocloud Leader<\/strong><\/p>\n\n\n\n<figure class=\"wp-block-image size-full\"><img loading=\"lazy\" decoding=\"async\" width=\"1200\" height=\"800\" src=\"https:\/\/www.bearsavings.com\/blog\/wp-content\/uploads\/2026\/05\/nebius.webp\" alt=\"Nebius Group company logo displayed on modern office building exterior representing AI cloud infrastructure provider\" class=\"wp-image-1908\" srcset=\"https:\/\/www.bearsavings.com\/blog\/wp-content\/uploads\/2026\/05\/nebius.webp 1200w, https:\/\/www.bearsavings.com\/blog\/wp-content\/uploads\/2026\/05\/nebius-300x200.webp 300w, https:\/\/www.bearsavings.com\/blog\/wp-content\/uploads\/2026\/05\/nebius-1024x683.webp 1024w, https:\/\/www.bearsavings.com\/blog\/wp-content\/uploads\/2026\/05\/nebius-768x512.webp 768w, https:\/\/www.bearsavings.com\/blog\/wp-content\/uploads\/2026\/05\/nebius-432x288.webp 432w\" sizes=\"auto, (max-width: 1200px) 100vw, 1200px\" \/><figcaption class=\"wp-element-caption\">Nebius Group, a fast-growing neocloud company focused on AI infrastructure and GPU-powered cloud computing services<\/figcaption><\/figure>\n\n\n\n<p class=\"wp-block-paragraph\"><em>(Image Credit: Nebius)<\/em><\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Emerging out of Yandex\u2019s sale of its Russian business earlier this year, Nebius has pivoted hard into neocloud and appears on track to be another massive success story in AI.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">The differences between Nebius\u2019 offering and competitors like CoreWeave are subtle but important. Nebius doesn\u2019t simply rent GPUs to AI trainers. Rather, it offers a full-stack solution that includes:<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>GPU clusters;<\/li>\n\n\n\n<li>Managed storage; and<\/li>\n\n\n\n<li>Developer tooling needed to deploy AI models.<\/li>\n<\/ul>\n\n\n\n<p class=\"wp-block-paragraph\">This lets Nebius charge more per AI \u201cunit\u201d of compute than its rivals (think the difference between renting a house vs renting a house, carpet, fridge, stove, etc.) and allows it to maintain wider moats around its customer relationships. Combined revenue from those two deals is approximately $27 billion, raising Nebius\u2019 total contract backlog to $49 billion.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>Risk:<\/strong> Net revenue losses are growing. This growth story requires continued, unabated execution and will need to tap the capital markets for additional liquidity. Given the company\u2019s trajectory and valuation it probably won\u2019t have much trouble doing so, but still.<\/p>\n\n\n\n<hr class=\"wp-block-separator has-alpha-channel-opacity\"\/>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"7-iren-limited-nasdaq-iren\">IREN Limited (NASDAQ: IREN)<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>The Bitcoin Miner Turned Infrastructure Giant<\/strong><\/p>\n\n\n\n<figure class=\"wp-block-image size-large\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"683\" src=\"https:\/\/www.bearsavings.com\/blog\/wp-content\/uploads\/2026\/05\/IREN-Limited-NASDAQ-IREN-1024x683.jpg\" alt=\"IREN company logo on glass office building exterior representing AI infrastructure and cloud computing provider\" class=\"wp-image-1909\" srcset=\"https:\/\/www.bearsavings.com\/blog\/wp-content\/uploads\/2026\/05\/IREN-Limited-NASDAQ-IREN-1024x683.jpg 1024w, https:\/\/www.bearsavings.com\/blog\/wp-content\/uploads\/2026\/05\/IREN-Limited-NASDAQ-IREN-300x200.jpg 300w, https:\/\/www.bearsavings.com\/blog\/wp-content\/uploads\/2026\/05\/IREN-Limited-NASDAQ-IREN-768x512.jpg 768w, https:\/\/www.bearsavings.com\/blog\/wp-content\/uploads\/2026\/05\/IREN-Limited-NASDAQ-IREN-432x288.jpg 432w, https:\/\/www.bearsavings.com\/blog\/wp-content\/uploads\/2026\/05\/IREN-Limited-NASDAQ-IREN.jpg 1536w\" sizes=\"auto, (max-width: 1024px) 100vw, 1024px\" \/><figcaption class=\"wp-element-caption\">IREN Limited, an AI infrastructure company evolving from Bitcoin mining into high-performance data centre and cloud computing services<\/figcaption><\/figure>\n\n\n\n<p class=\"wp-block-paragraph\"><em>(Image Credit: IREN)<\/em><\/p>\n\n\n\n<p class=\"wp-block-paragraph\">IREN has one of the best stories in the entire sector.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">IREN used to be a Bitcoin mining company. These days it\u2019s pivoting toward becoming a major player in AI infrastructure, but hasn\u2019t given up mining Bitcoin. That unique advantage means IREN is actually generating profits and cash flow while building out its long-term AI infrastructure business.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">IREN has over $9 billion of contracted revenue with Microsoft spread over five years, equating to roughly $2 billion in annualised revenue at 85% EBITDA margins once the buildout is complete.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>Risk:<\/strong> It has been months since IREN announced a new AI contract. Investors will be looking for clues as to future deal flow on the company\u2019s next earnings call.<\/p>\n\n\n\n<hr class=\"wp-block-separator has-alpha-channel-opacity\"\/>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"8-coreweave-nasdaq-crwv\">CoreWeave (NASDAQ: CRWV)<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>The Category-Leading Neocloud Provider<\/strong><\/p>\n\n\n\n<figure class=\"wp-block-image size-full\"><img loading=\"lazy\" decoding=\"async\" width=\"850\" height=\"550\" src=\"https:\/\/www.bearsavings.com\/blog\/wp-content\/uploads\/2026\/05\/CoreWeave.jpg\" alt=\"CoreWeave logo displayed on large digital billboard in cityscape highlighting AI cloud infrastructure and GPU computing services\" class=\"wp-image-1910\" srcset=\"https:\/\/www.bearsavings.com\/blog\/wp-content\/uploads\/2026\/05\/CoreWeave.jpg 850w, https:\/\/www.bearsavings.com\/blog\/wp-content\/uploads\/2026\/05\/CoreWeave-300x194.jpg 300w, https:\/\/www.bearsavings.com\/blog\/wp-content\/uploads\/2026\/05\/CoreWeave-768x497.jpg 768w, https:\/\/www.bearsavings.com\/blog\/wp-content\/uploads\/2026\/05\/CoreWeave-432x280.jpg 432w\" sizes=\"auto, (max-width: 850px) 100vw, 850px\" \/><figcaption class=\"wp-element-caption\">CoreWeave, a leading neocloud provider, delivering high-performance GPU infrastructure to power AI model training and enterprise applications<\/figcaption><\/figure>\n\n\n\n<p class=\"wp-block-paragraph\"><em>(Image Credit: CoreWeave)<\/em><\/p>\n\n\n\n<p class=\"wp-block-paragraph\">CoreWeave has emerged as the biggest name in neocloud infrastructure, rapidly growing GPU capacity while flipping from crypto miner to dedicated AI infrastructure provider.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">It already has $66 billion in revenue backlog thanks to deals with Amazon, Microsoft, Google, and Meta. This year it set another record for quarterly contracted revenue, scoring $13 billion in Q1 alone.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>Risk:<\/strong> High debt load and aggressive accounting have caused short interest to climb in CoreWeave. Make sure you know where you stand before buying.<\/p>\n\n\n\n<hr class=\"wp-block-separator has-alpha-channel-opacity\"\/>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"9-keel-infrastructure-nasdaq-keel\">Keel Infrastructure (NASDAQ: KEEL)<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>The Early-Stage Outsider With Infrastructure Exposure<\/strong><\/p>\n\n\n\n<figure class=\"wp-block-image size-large\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"576\" src=\"https:\/\/www.bearsavings.com\/blog\/wp-content\/uploads\/2026\/05\/Keel-Infrastructure-1024x576.webp\" alt=\"Keel Infrastructure and Bitfarms rebranding visual with data centre facilities and mountain landscape representing AI and high-performance computing infrastructure\" class=\"wp-image-1911\" srcset=\"https:\/\/www.bearsavings.com\/blog\/wp-content\/uploads\/2026\/05\/Keel-Infrastructure-1024x576.webp 1024w, https:\/\/www.bearsavings.com\/blog\/wp-content\/uploads\/2026\/05\/Keel-Infrastructure-300x169.webp 300w, https:\/\/www.bearsavings.com\/blog\/wp-content\/uploads\/2026\/05\/Keel-Infrastructure-768x432.webp 768w, https:\/\/www.bearsavings.com\/blog\/wp-content\/uploads\/2026\/05\/Keel-Infrastructure-1536x864.webp 1536w, https:\/\/www.bearsavings.com\/blog\/wp-content\/uploads\/2026\/05\/Keel-Infrastructure-432x243.webp 432w, https:\/\/www.bearsavings.com\/blog\/wp-content\/uploads\/2026\/05\/Keel-Infrastructure.webp 1920w\" sizes=\"auto, (max-width: 1024px) 100vw, 1024px\" \/><figcaption class=\"wp-element-caption\">Keel Infrastructure, formerly Bitfarms, transitioning into AI data centre and energy infrastructure to support high-performance computing workloads<\/figcaption><\/figure>\n\n\n\n<p class=\"wp-block-paragraph\"><em>(Image Credit: KEEL)<\/em><\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Keel Infrastructure is unique in that it was formerly a Bitcoin miner going by the name Bitfarms.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Keel just completed a statutory redomiciliation to the United States from Canada. As Bitfarms, the company rebranded as Keel Infrastructure and shifted its focus to providing data centre and energy infrastructure to AI and other high-computing power workloads.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Keel has 2.2 gigawatts of potential capacity deployed across five sites. In theory, this assets could end up supporting NVIDIA DGX Cloud Infrastructure once developed. Chardan initiated coverage with a Buy rating this week.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>Risk:<\/strong> Still early-stage. Execution risk is high and revenue is nowhere near where the bulls want it to be. Positive catalysts will be somewhat binary until Keel secures its first billion-dollar customer.<\/p>\n\n\n\n<hr class=\"wp-block-separator has-alpha-channel-opacity\"\/>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"10-applied-digital-nasdaq-apld\">Applied Digital (NASDAQ: APLD)<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>AI Infrastructure Without the GPUs<\/strong><\/p>\n\n\n\n<figure class=\"wp-block-image size-large\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"576\" src=\"https:\/\/www.bearsavings.com\/blog\/wp-content\/uploads\/2026\/05\/Applied-Digital--1024x576.png\" alt=\"Applied Digital logo overlaid on data centre server racks representing AI infrastructure and cloud computing facilities\" class=\"wp-image-1912\" srcset=\"https:\/\/www.bearsavings.com\/blog\/wp-content\/uploads\/2026\/05\/Applied-Digital--1024x576.png 1024w, https:\/\/www.bearsavings.com\/blog\/wp-content\/uploads\/2026\/05\/Applied-Digital--300x169.png 300w, https:\/\/www.bearsavings.com\/blog\/wp-content\/uploads\/2026\/05\/Applied-Digital--768x432.png 768w, https:\/\/www.bearsavings.com\/blog\/wp-content\/uploads\/2026\/05\/Applied-Digital--432x243.png 432w, https:\/\/www.bearsavings.com\/blog\/wp-content\/uploads\/2026\/05\/Applied-Digital-.png 1200w\" sizes=\"auto, (max-width: 1024px) 100vw, 1024px\" \/><figcaption class=\"wp-element-caption\">Applied Digital, a data centre infrastructure company providing power, cooling, and space for cloud and AI computing workloads<\/figcaption><\/figure>\n\n\n\n<p class=\"wp-block-paragraph\"><em>(Image Credit: Applied Digital)<\/em><\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Applied Digital doesn\u2019t have neoclouds. The company essentially builds data centres and leases them out to cloud companies. Applied Digital has made some investments in GPUs over the years, but its core business is providing space, power, and cooling to the cloud infrastructure market rather than renting GPUs itself.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">In Q3 2026 APLD reported year-over-year revenue growth of 139%. Applying Digital doesn\u2019t have the lofty valuation of CoreWeave or Nebius due in large part to its shorter operating history. Investors willing to bet on future growth may find an entry point here.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>Risk:<\/strong> Growth is impressive, but slower than peers. Applied Digital\u2019 landlord business model means less pricing power and lower margins than Nebius or CoreWeave.<\/p>\n\n\n\n<hr class=\"wp-block-separator has-alpha-channel-opacity\"\/>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"11-how-to-think-about-position-sizing\">How to Think About Position Sizing<\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">It\u2019s probably best to think of AI infrastructure investing as a thematic allocation to the buildout of AI at scale rather than investing in individual companies.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Few investors could rightly own all five names above. They don\u2019t have enough capital.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Position sizing is difficult with names this early in their growth cycle. One bad earnings report or downturn in AI spending can erase gains quickly.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Unlike large cap tech or even semiconductors, there\u2019s a lot that can go wrong for AI infrastructure companies between today and their revenue projections for 2027 and beyond.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Don\u2019t put money in these stocks you aren\u2019t willing to lose. Even if you do your homework.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Do yourself another favour and diversify across names. If you insist on picking individual stocks over picking a theme with near limitless potential, at least invest in more than one company.<\/p>\n\n\n\n<hr class=\"wp-block-separator has-alpha-channel-opacity\"\/>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"12-final-thoughts\">Final Thoughts<\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">AI infrastructure stocks are risky. High reward. But risky.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">They offer exposure to one of the biggest technology buildouts in history, but are not stocks for the faint of heart. We recommend approaching these stocks as an ultra-high conviction theme rather than singling out individual companies.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">If you\u2019re going to pick names, consider diversifying your bets across established (CoreWeave), pure-play (Nebius), transformational (IREN), super-early stage (KEEL), and non-GPU exposed (Applied Digital).<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Before buying any stock, do your own research. Risk capital only.<\/p>\n\n\n\n<hr class=\"wp-block-separator has-alpha-channel-opacity\"\/>\n\n\n\n<p class=\"wp-block-paragraph\"><em>As always, this post is for informational and educational purposes only. It does not constitute financial advice. Please consult a licensed financial adviser before making any investment decisions.<\/em><\/p>\n","protected":false},"excerpt":{"rendered":"<p>Few investors ever hit every market regime change perfectly. 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07:26:30","updated":"2026-09-10 03:09:53","seo_analyzer_scan_date":null,"focus_keyword":"AI infrastructure stocks","additional_keywords":null,"truseo_locale":null},"aioseo_breadcrumb":"<div class=\"aioseo-breadcrumbs\"><span class=\"aioseo-breadcrumb\">\n\t\t\t<a href=\"https:\/\/www.bearsavings.com\/blog\/\" title=\"Home\">Home<\/a>\n\t\t<\/span><span class=\"aioseo-breadcrumb-separator\">\u00bb<\/span><span class=\"aioseo-breadcrumb\">\n\t\t\t<a href=\"https:\/\/www.bearsavings.com\/blog\/category\/investing\/\" title=\"Investing\">Investing<\/a>\n\t\t<\/span><span class=\"aioseo-breadcrumb-separator\">\u00bb<\/span><span class=\"aioseo-breadcrumb\">\n\t\t\tInvesting in AI Infrastructure Stocks: Top 5 Picks for 2026\n\t\t<\/span><\/div>","aioseo_breadcrumb_json":[{"label":"Home","link":"https:\/\/www.bearsavings.com\/blog\/"},{"label":"Investing","link":"https:\/\/www.bearsavings.com\/blog\/category\/investing\/"},{"label":"Investing in AI Infrastructure Stocks: Top 5 Picks for 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