AI Infrastructure Stocks to Watch as Demand Grows

AI Infrastructure Stocks to Watch as Demand Grows

 

Stocks Mentioned: New Era Energy & Digital, Inc. (formerly New Era Helium, Inc.) (Nasdaq: $NEHC), Applied Digital Corporation (Nasdaq: $APLD), CoreWeave (Nasdaq: $CRWV) Vertiv Holdings Co. (NYSE: $VRT)

 

 

 

Investorideas.com (www.investorideas.com), a leader in retail investor trading ideas for AI and tech stocks issues a snapshot on the growing AI infrastructure market, featuring New Era Energy & Digital, Inc. (formerly New Era Helium, Inc.) (Nasdaq: NEHC), a next-generation platform developing integrated solutions across energy, power, and digital infrastructure.

 

According to Research and Markets, “The AI Infrastructure market is estimated to reach USD 394.46 billion by 2030, growing at a CAGR of 19.4% between 2024 and 2030. The AI infrastructure market is being driven by the rapid growth in data generation due to digital transformation, IoT, social media, and e-commerce, which requires advanced computing and storage to manage vast datasets for AI and machine learning models. Additionally, the increasing need for cloud-based AI infrastructure in data centers is reshaping how companies manage complex AI workloads, with major cloud providers investing heavily in AI-ready infrastructure to meet growing global and industry-specific demands.”

 

With generative AI growing and evolving faster than anyone predicted, these numbers could also be accelerated and the race for digital infrastructure is on.

 

Headlines are buzzing about the surging demand for AI infrastructure with some of the rising stars in the sector including Applied Digital Corporation (Nasdaq: APLD), CoreWeave (Nasdaq: CRWV) and Vertiv Holdings Co. (NYSE: VRT).

 

Now, a company that has a history as an energy supplier is aiming to power up the AI revolution. Advancing into this new dynamic, New Era Helium, Inc. (Nasdaq: NEHC) just announced it has changed its corporate name to New Era Energy & Digital, Inc., and will begin trading under its new Nasdaq symbol NUAI, effective August 13, 2025.

 

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This rebrand reflects the Company’s recent strategic transformation into a vertically integrated energy supplier, creating a platform for next-generation digital infrastructure and integrated power assets, including powered land and powered shells. The Company delivers turnkey solutions that will enable hyperscale, enterprise, and edge operators to accelerate data center deployment, optimize total cost of ownership and future-proof their infrastructure investments. New Era Energy & Digital, Inc. (Nasdaq: NUAI), projects generational AI infrastructure demand will grow exponentially over the next decade, driven by rising capacity and significant increases in sector investment. 

 

The Company remains under the same leadership team and continues to execute the strategy it introduced with its Texas Critical Data Centers (TCDC) project focused on integrating behind-the-meter power (off-grid) and real estate (“Powered Land”), and digital infrastructure tailored for the rapidly expanding AI compute market.

 

Texas Critical Data Centers, currently under development in Ector County, Texas is a scalable, up to 1 gigawatt (GW) AI and high-performance computing (HPC) campus designed to meet accelerating demand for compute capacity and clean energy. Located in one of North America’s leading AI corridors, TCDC will deliver liquid-cooled, high-efficiency compute infrastructure with speed, resilience, and sustainability.

 

In line with its strategic focus on power and compute infrastructure, the Company is in discussions with various parties on how best to maximize its natural gas and helium assets. The Company remains committed to the global AI ecosystem, where helium continues to play a crucial role in semiconductor manufacturing and the future growth of AI. The Company will seek to maximize shareholder value of its natural gas and helium assets while pivoting to AI infrastructure development efforts. Updates will be provided as developments occur.

 

The Company has launched a newly updated website featuring refreshed branding and messaging.[DS1]  A revised investor presentation outlining the strategic roadmap will be available shortly.

 

E. Will Gray II, CEO of New Era Helium, Inc. commented: “This name change marks the next chapter. It’s a clear signal of who we are and where we’re headed. We are the bridge between Silicon Valley and Houston, connecting the compute demands of tomorrow with the energy systems of today, for a shared digital future. With a growing base of vertically integrated assets, from powered land to powered shells, we bring deep infrastructure and energy expertise to help hyperscale, enterprise, and edge operators deploy future-ready HPC campuses faster. Our new name: New Era Energy & Digital, perfectly captures the full breadth of our expanded strategic vision: delivering the physical foundation that powers American innovation.”

 

On July 30^th, Applied Digital Corporation (Nasdaq: APLD), a designer, builder and operator of next-generation digital infrastructure reported financial results for the fiscal fourth quarter and fiscal year ended May 31, 2025. The Company also provided an operational update. Looking at their numbers and commentary from management, the AI infrastructure demand is a driving force in their revenue growth,

 

From the news:

Fiscal Fourth Quarter 2025 Financial Highlights:

·        Revenues: $38.0 million, up 41% from the prior year comparable period

·        Net loss attributable to common stockholders: $26.6 million, down 25% from the prior year comparable period

·        Net loss attributable to common stockholders per basic and diluted share: $0.12, down 57% from the prior year comparable period

·        Adjusted net loss attributable to common stockholders: $7.6 million

·        Adjusted net loss attributable to common stockholders per diluted share: $0.03

·        Adjusted EBITDA: $1.0 million

 

Recent Highlights:

·        Announced 250MW AI Data Center Leases With CoreWeave (Nasdaq: CRWV) in North Dakota - Over the approximately 15-year lease terms, Applied Digital anticipates generating approximately $7 billion in contracted revenue from the leases.

 

·        Since the end of the fourth quarter 2025, CoreWeave exercised its option for an additional 150MW, which would bring the total capacity leased by CoreWeave to 400MW and would add approximately $4 billion in contracted revenue, which would bring total contracted revenue to approximately $11 billion for the approximately 15-year lease terms.

 

·        Released white paper, AI Factory: A Case Study of Total Ownership, which explains how site selection in regions like the Dakotas and data center design choices can significantly reduce the long-term costs of generative AI infrastructure.

 

“Building on the momentum from these leases and the surging demand for AI infrastructure, we’re actively marketing our multi-gigawatt pipeline to a diverse group of customers,” said Wes Cummins, Chairman and CEO of Applied Digital. “Over the past two years, we’ve streamlined our processes, enhanced our building design for greater flexibility, and established a repeatable approach supported by a strong supply chain. As a result, we’ve reduced projected build times from 24 months to 12 to 14 months, which we believe will enable us to deliver large-scale projects faster and more efficiently.”

 

Strengthening its position as a leader in AI infrastructure, CoreWeave (Nasdaq: CRWV) recently announced it closed a $2.6 billion delayed draw term loan facility ("DDTL 3.0 Facility"), continuing the company’s investment in world-class infrastructure tailored for artificial intelligence. The funding will be used to support the purchase and maintenance of advanced equipment, hardware, and cloud infrastructure systems to deliver services under a long-term agreement with OpenAI.

 

"We’re proud to partner with leading financial institutions on this landmark transaction that delivers on our commitment to lower our cost of capital," said Brannin McBee, Chief Development Officer and co-founder of CoreWeave. "This is another step forward in our ability to provide our highly specialized AI cloud platform at massive scale to meet the demands of our innovative clients."

 

"CoreWeave is an important partner in OpenAI’s overarching AI infrastructure platform," said Sarah Friar, CFO of OpenAI. "Scaling advanced AI requires world-class compute infrastructure, and partnering with CoreWeave and leading financial institutions enables us to train more capable models and deliver better experiences to people around the world."

 

Analysts and investors are loving the AI infrastructure boom.

 

According to a recent article, “Vertiv Holdings Co. (NYSE: VRT) has delivered standout stock performance in 2025, up 23% in 2025, significantly outpacing the S&P 500 Index’s ($SPX) 8.7% gain during the same timeframe. Over the past 12 months, Vertiv stock surged nearly 97%, significantly outperforming the S&P 500’s 20% growth. Notably, a major portion of Vertiv’s gains occurred after April, with shares up 46% over the past three months.”

 

“Vertiv Holdings was recently rated ‘Outperform’ by William Blair analysts, citing its pivotal role in meeting surging demand for artificial intelligence-driven data center infrastructure. The expanding adoption of generative AI, cloud software, and high-performance computing is driving a projected annual increase in data center capacity of 13-20 GW through 2030, leading to a potential 100 GW in new capacity.”

 

On July 30^th the company reported financial results for its second quarter ended June 30, 2025.

 

From the news:

Vertiv delivered strong second quarter performance with net sales of $2,638 million, representing a 35% increase ($685 million) from the prior year period, driven by robust data center demand and continued market penetration. Orders momentum remained robust, with second quarter 2025 organic orders increasing approximately 15% year-over-year and 11% sequentially from first quarter 2025. Our TTM organic orders for the period ending June 30, 2025 grew approximately 11% compared to the prior year TTM period, reflecting sustained market demand. Our strong market position is evidenced by our growing backlog of $8.5 billion and a book-to-bill ratio of approximately 1.2X for the quarter.

 

"Vertiv's second quarter performance demonstrates the strength of our market position and our ability to execute at scale," said Giordano Albertazzi, Vertiv's Chief Executive Officer. "Our 35% sales growth and robust orders momentum reflect both strong market demand and our expanded capabilities to serve our customers' increasingly complex infrastructure needs. We are strategically investing in capacity expansion and accelerating our innovation pipeline to capitalize on unprecedented data center growth, particularly in AI-enabled infrastructure. The announced agreement to acquire Great Lakes Data Racks & Cabinets further strengthens our position in the fast-growing data center market. As we progress on our strong growth trajectory, we are vigorously addressing some temporary margin challenges which we anticipate will be materially addressed by the end of 2025. Given our strong performance, backlog and positive outlook, we are raising our full-year adjusted diluted EPS, net sales, adjusted operating profit and adjusted free cash flow forecast, positioning Vertiv for even stronger performance in the quarters ahead."

 

Beyond the hype of the AI infrastructure demand surge, the revenue growth opportunity is real, and as New Era Energy & Digital, Inc. (formerly New Era Helium, Inc.) (Nasdaq: NEHC) said in its recent news,  “We are the bridge between Silicon Valley and Houston, connecting the compute demands of tomorrow with the energy systems of today, for a shared digital future.”

 

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On the Hunt for a Pure Play AI Defense Stock; VisionWave Holdings, Inc. (Nasdaq: $VWAV) Comes to Public Markets; @VWAVInc

 

On the Hunt for a Pure Play AI Defense Stock; VisionWave Holdings, Inc. (Nasdaq: $VWAV) Comes to Public Markets; @VWAVInc

 

 

Investorideas.com, a leading investment platform for trading and investment ideas in AI and defense stocks releases a spotlight featuring new defense AI stock VisionWave Holdings, Inc. (Nasdaq:VWAV) and its core technologies.

 

As investors and industry players look at defense tech leaders like Palantir Technologies Inc. (Nasdaq:PLTR), new companies are entering the global defense market with AI enabled technologies that are also breaking boundaries with cutting-edge intelligence.

 

With only a few pure-play defense AI stocks in public markets, including BigBear.ai (NYSE: BBAI), VisionWave is positioning itself as a company to watch with its unique technology portfolio.

 

VisionWave Holdings Inc (Nasdaq: VWAV) is a next-generation defense technology company specializing in AI-driven sensing, detection, and active protection solutions — including C-UAS detection and defeat systems — across air, ground, and sea domains. At the heart of every VisionWave system is our E.I. — Evolved Intelligence, the next evolution of AI, designed to emulate human-like reasoning, adaptive decision-making, and real-time threat response in the most complex operational environments.

 

Their portfolio addresses the urgent need to detect, track and neutralize advanced aerial and ground threats — from hostile drones to short-range projectiles — with unmatched precision, speed and autonomy.

 

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VisionWave’s technology suite includes:

·        Vision-RF — a proprietary, multi-patented RF imaging platform that reconstructs multi-band RF reflections into live 3D visuals. This enables operators to see “through” obstacles and adverse conditions, detecting drones, vehicles, concealed personnel, and subterranean threats well beyond the reach of conventional radar.

·        Hive-APS — a modular, live-fire tested Active Protection System that fuses super-resolution radar with optical detection to autonomously detect, classify, and defeat multiple simultaneous threats in real time. Scalable for use on armored vehicles, naval platforms, and as a standalone area defense solution.

·        Vision Detection System — a next-generation optical sensing platform optimized for high-speed, low-light, and complex-environment imaging, delivering rapid target recognition and tracking.

·        High-resolution micro-radars for precise short- and mid-range tracking of fast or stealthy targets.

·        Lightweight Remote Weapon Stations (RWS) engineered for integration with UGVs and tactical vehicles.

·        UGV Platforms — compact, high-mobility unmanned ground vehicles for reconnaissance, transport, and perimeter defense missions.

·        Multi-Domain AI Operating System — powered by E.I., this core software fuses radar, RF, and optical data into a unified decision engine capable of autonomously prioritizing and executing defensive actions.

 

With a growing patent portfolio and multiple systems in pilot deployments, VisionWave delivers integrated, multi-domain defense ecosystems — not just standalone products. Our solutions are engineered to operate seamlessly together, creating a protective network that provides full-spectrum situational awareness and rapid, automated threat response across land, sea, air, and subterranean domains.

 

Market Opportunity and Strategic Position

The defense industry is undergoing a rapid transformation, with governments worldwide shifting investment toward autonomous, AI-enhanced sensing and protection systems that can counter emerging threats faster and more effectively than legacy platforms. VisionWave is positioned at the center of this transformation, offering multi-domain detection, tracking, and active protection solutions powered by our proprietary E.I. — Evolved Intelligence decision engine.

 

Global demand for counter-unmanned aerial systems (C-UAS) and active protection systems (APS) is expanding at an unprecedented pace. The C-UAS market alone is projected to grow from approximately $1.2 billion in 2022 to more than $5.2 billion by 2028 (26.6% CAGR). Similarly, the APS market is set to grow rapidly as militaries seek proven, automated defenses against drones, loitering munitions, rocket-propelled grenades (RPGs), and anti-tank guided missiles (ATGMs). These trends are driven by rising geopolitical tensions, record defense budgets, and urgent modernization needs across the US, NATO, the Middle East and Asia-Pacific.

 

VisionWave’s competitive advantage lies in its layered defense architecture:

• Detection & Situational Awareness: Vision-RF transforms multi-band RF reflections into live 3D visuals, providing visibility through fog, smoke, RF-jamming, and physical obstructions.
• Active Protection: Hive-APS fuses super-resolution radar with optical detection to autonomously classify and defeat multiple simultaneous threats in real time.
• Ground Integration: Compact UGV platforms and lightweight RWS modules extend detection and APS capabilities into highly mobile, ground-based operations.
• Multi-Domain Sensor Fusion: E.I. integrates RF, radar, and optical data into a single, real-time threat picture, enabling faster and more accurate responses than traditional AI or human operators.

 

Unlike many peers that specialize in a single component (e.g., radar-only or camera-only systems), VisionWave offers a fully integrated defense ecosystem — a suite of interoperable technologies designed to work together, maximizing effectiveness and creating a high barrier to entry for competitors.

 

This positioning allows VisionWave to act not only as a technology provider but also as a strategic partner for prime contractors and defense ministries. By embedding E.I.-powered detection and protection into vehicles, ships, fixed installations and unmanned platforms, VisionWave aims to become a standard layer in global defense modernization programs.

 

US Government & Military Contract Potential

VisionWave’s technology portfolio is directly aligned with the modernization priorities of the US Department of Defense (DoD) and Department of Homeland Security (DHS): autonomous threat detection, AI-enabled decision-making, and active protection against evolving aerial and ground threats.

 

At the core of this capability is E.I. — Evolved Intelligence, our proprietary multi-domain operating system that fuses RF, radar, and optical data into a unified threat picture. This enables our flagship systems — Vision-RF and Hive-APS — to deliver rapid, autonomous responses in contested and complex environments.

 

VisionWave has already been evaluated by top-tier US defense contractors for integration into DoD programs, with select systems incorporated into joint solution proposals for initiatives such as the Pentagon’s innovation-driven C-UAS modernization efforts. These collaborations have placed VisionWave inside established procurement channels, allowing our technology to be adopted as part of broader program-of-record offerings.

 

Key differentiators for US and allied customers include:

·        Vision-RF: Long-range, high-fidelity RF imaging capable of detecting and tracking targets through RF-jamming, smoke, fog, and physical barriers.

·        Hive-APS: A modular, live-fire tested Active Protection System providing 360° coverage against multiple simultaneous threats, scalable for armored vehicles, naval vessels, fixed installations, and UGV platforms.

·        UGV & Modular Integration: Compact unmanned ground vehicles and lightweight RWS modules extend detection and protection capabilities into mobile, ground-based missions.

 

VisionWave’s status as a Nasdaq-listed, US-based company offers a further competitive edge in securing government business. It meets procurement eligibility requirements for sensitive and classified contracts while providing the transparency and governance that US defense customers require.

 

Beyond the US, VisionWave is actively engaging with allied defense agencies, including Israel, Canada and the United Arab Emirates. Our upcoming live-fire radar and APS demonstration with a UAE defense partner follows a competitive evaluation in which VisionWave systems were selected over global alternatives — a milestone expected to lead into procurement opportunities and potentially into Foreign Military Sales (FMS) channels for wider allied adoption.

 

VisionWave is transitioning from R&D and pilot programs into early-stage commercialization, supported by a strengthened balance sheet and direct access to growth capital. This financial position enables us to accelerate deployment of our E.I.-powered detection and protection systems — including Vision-RF, Hive-APS, and our UGV-integrated solutions — while scaling manufacturing to meet anticipated contract demand.

 

Following the Nasdaq listing in mid-2025, VisionWave secured a $50 million Standby Equity Purchase Agreement (SEPA) with an institutional investor, providing the flexibility to draw funds over a 24-month period as needed. In parallel, it raised $5 million in convertible notes, with $3 million funded immediately, earmarked exclusively for working capital, manufacturing readiness and accelerated product delivery. Importantly, these funds are restricted from servicing pre-merger liabilities, ensuring they directly support growth.

 

This capital enables VisionWave to:

·        Expand US manufacturing capacity for Vision-RF, Hive-APS, and UGV platforms.

·        Accelerate pilot-to-production transitions with US and allied defense customers.

·        Advance R&D for E.I., enhancing autonomous decision-making and sensor fusion capabilities.

·        Build out integration and field support teams to strengthen partnerships with prime contractors.

 

Prior to going public, early development was funded personally by the founder, advancing multiple systems from concept to pilot-ready status on an estimated budget of ~$3 million. With the SEPA and convertible note proceeds in place, VisionWave now has multiple years of operating runway at current burn rates, with the flexibility to scale in line with contract wins.

Maintaining disciplined capital deployment is a priority. We intend to time SEPA draws with key milestones — such as successful live-fire trials, program selections, and contract awards — to minimize dilution while maximizing valuation impact.

 

Competitive advantages include:

·        A layered defense architecture offering multiple interoperable systems instead of a single-point solution.

·        Proprietary E.I. — Evolved Intelligence, designed for rapid autonomous decision-making and real-time multi-sensor fusion.

·        Multi-domain adaptability, enabling integration across land (UGVs, armored vehicles), sea (naval platforms), air (UAVs), and fixed installations.

·        A growing patent portfolio that creates both technical and legal barriers to entry.

 

The addressable market — spanning C-UAS detection, active protection, and integrated defense systems — is measured in the tens of billions annually.

 

Near-term catalysts for re-rating include:

·        Successful completion of live-fire trials with allied defense ministries.

·        Selection into a US DoD program of record.

·        Transition of current defense prime partnerships from MOUs to formal multi-year production contracts.

 

The next 12–24 months will be pivotal. Upcoming live-fire demonstrations, allied defense trials, and ongoing US defense engagements each have the potential to validate our technology, accelerate procurement decisions, and could materially impact the Company’s operational or financial results. With the defense sector’s accelerating shift toward autonomous detection and protection systems, VisionWave’s integrated architecture is aligned with where global military investment is heading.

 

If they execute on their plan to embed E.I.-powered detection and protection into the backbone of US and allied force modernization programs, VisionWave could evolve into a standard technology layer for force protection worldwide — fulfilling its mission to protect lives and secure the future through smarter technology.

 

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Sources: VisionWave SEC S-4 filing; Company press releases and investor presentation; Defense industry analysis; Globe Newswire announcement. All information is as of Q3 2025 and reflects the latest available disclosures.

 

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