---
title: "3 AI infrastructure stocks set to win from $500 billion in capex this year"
type: "News"
locale: "zh-CN"
url: "https://longbridge.com/zh-CN/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)
---

> 支持的语言: [English](https://longbridge.com/en/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.

### 相关股票

- [ISHRS S&P Glb Indus (EXI.US)](https://longbridge.com/zh-CN/quote/EXI.US.md)
- [Invesco Semiconductors ETF (PSI.US)](https://longbridge.com/zh-CN/quote/PSI.US.md)
- [VanEck Semiconductor ETF (SMH.US)](https://longbridge.com/zh-CN/quote/SMH.US.md)
- [iShares Semiconductor ETF (SOXX.US)](https://longbridge.com/zh-CN/quote/SOXX.US.md)
- [First Trust Nasdaq Food & Semicon (FTXL.US)](https://longbridge.com/zh-CN/quote/FTXL.US.md)
- [VanEck Robotics ETF (IBOT.US)](https://longbridge.com/zh-CN/quote/IBOT.US.md)
- [iShares U.S. Power Infrastructure ETF (POWR.US)](https://longbridge.com/zh-CN/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/zh-CN/quote/BEP-A.US.md)
- [Glob X US Infra (PAVE.US)](https://longbridge.com/zh-CN/quote/PAVE.US.md)
- [Brookfield Renewable Partners (BEP.US)](https://longbridge.com/zh-CN/quote/BEP.US.md)
- [iShares US Infra (IFRA.US)](https://longbridge.com/zh-CN/quote/IFRA.US.md)
- [VG Industr (VIS.US)](https://longbridge.com/zh-CN/quote/VIS.US.md)
- [Spdr Select Indu (XLI.US)](https://longbridge.com/zh-CN/quote/XLI.US.md)
- [Eaton Corp. (ETN.US)](https://longbridge.com/zh-CN/quote/ETN.US.md)
- [ARK Autonomous Tech & Robotics ETF (ARKQ.US)](https://longbridge.com/zh-CN/quote/ARKQ.US.md)
- [iShares S&P Global Infra (IGF.US)](https://longbridge.com/zh-CN/quote/IGF.US.md)
- [Brookfield Renewable (BEPC.US)](https://longbridge.com/zh-CN/quote/BEPC.US.md)
- [ROBO Global Robotics (ROBO.US)](https://longbridge.com/zh-CN/quote/ROBO.US.md)
- [Texas Instruments (TXN.US)](https://longbridge.com/zh-CN/quote/TXN.US.md)
- [Global X Robotics & Artificial (BOTZ.US)](https://longbridge.com/zh-CN/quote/BOTZ.US.md)
- [Direxion Semicon Bull 3X (SOXL.US)](https://longbridge.com/zh-CN/quote/SOXL.US.md)
- [SPDR S&P Semicon (XSD.US)](https://longbridge.com/zh-CN/quote/XSD.US.md)

## 相关资讯与研究

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