---
title: "Niche Infrastructure Stocks Ride AI Data Center Power Surge"
type: "News"
locale: "en"
url: "https://longbridge.com/en/news/300409365.md"
description: "AI-driven data center expansion fuels multi-hundred-million dollar contracts. Liberty Energy secures $493.2M power deal, AAON reports $2.13B thermal management backlog, while Wetour Robotics' Vantrapower launch triggers volatile trading. Galaxy Digital and Arqit Quantum see weekly swings exceeding 20%."
datetime: "2026-09-29T09:15:39.000Z"
locales:
  - [zh-CN](https://longbridge.com/zh-CN/news/300409365.md)
  - [en](https://longbridge.com/en/news/300409365.md)
  - [zh-HK](https://longbridge.com/zh-HK/news/300409365.md)
generator: "portal-rs"
---

# Niche Infrastructure Stocks Ride AI Data Center Power Surge

AI-driven data center expansion is reshaping infrastructure priorities, with power and thermal management emerging as critical bottlenecks. Liberty Energy (LBRT.US) secured a $493.2M long-term power equipment contract on September 18 for 2028-2029 delivery, targeting 3GW distributed generation capacity. AAON (AAON.US) reported $627M in Q2 revenue, doubling year-over-year, with BASX thermal management backlog reaching $2.13B and full-year growth guidance raised to 55-60%.

Wetour Robotics (WETO.US) surged 59% intraday on September 24 following Vantrapower's launch into transformer supply, recording a 45.96% weekly volatility. Galaxy Digital (GLXY.US) partnered with Sky Protocol on $100M sUSDS integration but saw Q2 revenue decline 14.7% sequentially, underperforming S&P 500 by 3 percentage points. Arqit Quantum (ARQQ.US) jumped 22.21% weekly to $24.60 after Babcock MoU for quantum-secure communications.

Pacific Biosciences (PACB.US) advanced its $40M cost-reduction plan while cutting SPRQ-Nx reagent prices by 30% to accelerate clinical adoption, posting $39M Q2 revenue with modest growth. Other tickers showed limited activity: SOFX.US and AXTL.US ETFs tracked sector movements, ASGI.RT.US lacked material updates, and YHGJ.US's AI hardware pivot remains unverified by concrete developments.

### Related Stocks

- [LBRT.US](https://longbridge.com/en/quote/LBRT.US.md)
- [SOFX.US](https://longbridge.com/en/quote/SOFX.US.md)
- [GLXY.US](https://longbridge.com/en/quote/GLXY.US.md)
- [YHGJ.US](https://longbridge.com/en/quote/YHGJ.US.md)
- [PACB.US](https://longbridge.com/en/quote/PACB.US.md)
- [ASGI.RT.US](https://longbridge.com/en/quote/ASGI.RT.US.md)
- [ARQQ.US](https://longbridge.com/en/quote/ARQQ.US.md)
- [AAON.US](https://longbridge.com/en/quote/AAON.US.md)
- [WETO.US](https://longbridge.com/en/quote/WETO.US.md)
- [AXTL.US](https://longbridge.com/en/quote/AXTL.US.md)

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- [Alpha Buying: Insiders Are Buying the Data Center Cooling Boom](https://longbridge.com/en/news/300704194.md)
- [SoFi CTO Jeremy Rishel sells 18,624 shares worth $325,920](https://longbridge.com/en/news/299954502.md)
- [Mastercard Incorporated $MA Position Trimmed by Envestnet Asset Management Inc.](https://longbridge.com/en/news/299950932.md)
- [Mastercard Goes Live With SoFiUSD Settlement for $25 Billion Card Program](https://longbridge.com/en/news/299929296.md)

---
> **Disclaimer: This article is for reference only and does not constitute any investment advice.**