---
title: "3 AI infrastructure stocks set to win from $500 billion in capex this year"
type: "News"
locale: "en"
url: "https://longbridge.com/en/news/275201409.md"
description: "Eaton, Texas Instruments, and Brookfield Renewable are all set to benefit as AI infrastructure spending heats up."
datetime: "2026-02-07T11:15:16.000Z"
locales:
  - [zh-CN](https://longbridge.com/zh-CN/news/275201409.md)
  - [en](https://longbridge.com/en/news/275201409.md)
  - [zh-HK](https://longbridge.com/zh-HK/news/275201409.md)
---

> Supported Languages: [简体中文](https://longbridge.com/zh-CN/news/275201409.md) | [繁體中文](https://longbridge.com/zh-HK/news/275201409.md)


# 3 AI infrastructure stocks set to win from $500 billion in capex this year

Eaton, Texas Instruments, and Brookfield Renewable are all set to benefit as AI infrastructure spending heats up.

### Related Stocks

- [iShares Global Industrials ETF (EXI.US)](https://longbridge.com/en/quote/EXI.US.md)
- [Invesco Semiconductors ETF (PSI.US)](https://longbridge.com/en/quote/PSI.US.md)
- [VanEck Semiconductor ETF (SMH.US)](https://longbridge.com/en/quote/SMH.US.md)
- [iShares Semiconductor ETF (SOXX.US)](https://longbridge.com/en/quote/SOXX.US.md)
- [First Trust Nasdaq Semiconductor ETF (FTXL.US)](https://longbridge.com/en/quote/FTXL.US.md)
- [VanEck Robotics ETF (IBOT.US)](https://longbridge.com/en/quote/IBOT.US.md)
- [iShares U.S. Power Infrastructure ETF (POWR.US)](https://longbridge.com/en/quote/POWR.US.md)
- [BROOKFIELD RENEWABLE PARTNERS L P 5.25% PREF LTD PARTNRSHIP UNT SR 17 CL A (BEP-A.US)](https://longbridge.com/en/quote/BEP-A.US.md)
- [Global X US Infrastructure Dev ETF (PAVE.US)](https://longbridge.com/en/quote/PAVE.US.md)
- [Brookfield Renewable Partners L.P. (BEP.US)](https://longbridge.com/en/quote/BEP.US.md)
- [iShares US Infrastructure ETF (IFRA.US)](https://longbridge.com/en/quote/IFRA.US.md)
- [Vanguard Industrials ETF (VIS.US)](https://longbridge.com/en/quote/VIS.US.md)
- [The Industrial Select Sector SPDR® ETF (XLI.US)](https://longbridge.com/en/quote/XLI.US.md)
- [Eaton Corporation plc (ETN.US)](https://longbridge.com/en/quote/ETN.US.md)
- [ARK Autonomous Technology&Robotics ETF (ARKQ.US)](https://longbridge.com/en/quote/ARKQ.US.md)
- [iShares Global Infrastructure ETF (IGF.US)](https://longbridge.com/en/quote/IGF.US.md)
- [Brookfield Renewable Corporation (BEPC.US)](https://longbridge.com/en/quote/BEPC.US.md)
- [Robo Global® Robotics&Automation ETF (ROBO.US)](https://longbridge.com/en/quote/ROBO.US.md)
- [Texas Instruments Incorporated (TXN.US)](https://longbridge.com/en/quote/TXN.US.md)
- [Global X Robotics & Artfcl Intllgnc ETF (BOTZ.US)](https://longbridge.com/en/quote/BOTZ.US.md)
- [Direxion Daily Semicondct Bull 3X ETF (SOXL.US)](https://longbridge.com/en/quote/SOXL.US.md)
- [State Street® SPDR® S&P® Smcndctr ETF (XSD.US)](https://longbridge.com/en/quote/XSD.US.md)

## Related News & Research

- [Assessing Texas Instruments (TXN) Valuation After New Edge AI Microcontroller Launch](https://longbridge.com/en/news/278702563.md)
- [Eaton Ends Undrawn $8 Billion Term Credit Facility](https://longbridge.com/en/news/278656465.md)
- [TGI Group Unveils Strategic Research on Sovereign Energy Infrastructure and the "Circular Valorization of Matter" | TSPG Stock News](https://longbridge.com/en/news/279088989.md)
- [MaxLinear Unveils Annapurna 224G Scale-Up Retimer to Extend Copper Connectivity in AI Data Centers | MXL Stock News](https://longbridge.com/en/news/279266309.md)
- [Webuild, Hyundai E&C Sign MoU On Strategic Infrastructure Sectors](https://longbridge.com/en/news/279386403.md)