Equinix (EQIX +2.34%), Digital Realty (DLR +2.66%), and Quanta Services (PWR +5.29%) sit at different points in the physical AI buildout. As demand for data centers and electricity accelerates, their biggest opportunity may also reveal the biggest risk: whether growth can generate returns strong enough to justify premium valuations.
Stock prices used were the market prices of Sept. 15, 2026. The video was published on Sept. 24, 2026.





