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3 More AI Infrastructure Plays Beyond the Big Names

Author: Nathan Reiff. First Published: 9/27/2026.

With major tech firms appearing to reverse course by calling for a slowdown in AI development, investors may have reason to believe that demand for AI training could shift in the future. For now, though, AI infrastructure projects—which typically span multiple years because of the complexities involved in securing electrical power, constructing facilities and more—continue to proliferate at a breakneck pace, even as AI applications expand into new industries.

A host of firms are involved in the broader AI infrastructure space, and investors willing to search can find lesser-known names poised to benefit from strong demand. A key decision is whether to focus on companies providing power, networking capabilities or other types of orchestration between AI providers and their clients. The companies below each occupy one of these three corners of the market and have delivered strong financial results, optimistic guidance and analyst support.

Bloom Energy's Fuel Cells Are Increasingly Vital Across the Data Center Space

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To be sure, Bloom Energy Corp. (NYSE: BE) is not a small company by any means—its market capitalization is nearly $83 billion—but compared with some of the major tech firms involved in AI, it may seem tiny. The company occupies a unique niche as a provider of solid oxide fuel cell systems, which are increasingly critical to energy infrastructure because of their usefulness as backup power systems and in distributed-generation applications.

Bloom is one of the key companies helping data centers secure enough electricity to operate reliably.

The data center boom has driven skyrocketing revenue, which climbed 166% year over year (YOY) to nearly $1.1 billion last quarter. Product revenue more than tripled over the same period.

With this in mind, management recently raised its guidance, suggesting approximately 100% growth at the midpoint compared with the same period last year.

Bloom is also improving its profitability, suggesting that its top-line gains are sustainable. Gross margin for the latest quarter climbed 668 basis points YOY to 33.4%.

Bloom's products are broadly distributed across all major U.S. hyperscalers, and a major partnership with Oracle Corp. (NYSE: ORCL) means it should remain busy with deployments for the foreseeable future.

Shares of BE are up about 225% year to date (YTD) after a series of positive developments, so investors may want to watch for signs of a pullback that could create an opportunity to buy. In late September, a setback involving an Oracle data center project provided just such a window, allowing investors to buy at a slightly reduced price.

Ciena's Reliance on AI Networking Revenue May Continue to Pay Off

Optical networking is critical to data center infrastructure because it enables more efficient data transfer within and between sites.

Ciena Corp. (NYSE: CIEN) has built a reputation as a leading provider of technology for routing, switching and interconnecting data centers. Revenue in the latest quarter rose 37% YOY, while adjusted earnings per share (EPS) more than tripled. The results also led to a sharp increase in full-year guidance.

A risk for Ciena investors is the company's heavy concentration in its AI networking business, with more than 81% of revenue last quarter attributable to its Networking Platforms segment. Still, expanding margins, the expectation that the company will benefit from a multiyear bandwidth-upgrade cycle and new technologies that should improve data-transfer efficiency make it clear why three-quarters of analysts rate CIEN shares a Buy. The shares have climbed only about 54% YTD, a modest gain compared with BE, and Wall Street still sees plenty of upside.

Twilio's Rapid Growth May Warrant Watching and Waiting for an Opportunity to Buy

Unlike the companies above, Twilio Inc. (NYSE: TWLO) is not a data center hardware maker. Instead, it offers services that allow AI agents to interact with people through voice, messaging and other channels. It is therefore a different type of AI infrastructure company, but one that has nonetheless seen significant success amid the broader buildout.

Revenue growth of 22% YOY in Q2 2026, combined with strong free cash flow of $353 million, prompted management to raise its full-year guidance across multiple categories.

Crucially, Twilio has demonstrated its ability to expand revenue from existing customers, with revenue from its customer cohort increasing about 16% YOY during the latest quarter. The company's unique voice AI tools have been particularly popular.

Shares of TWLO have also appreciated rapidly, climbing 99% YTD. While analysts remain overwhelmingly positive in their assessments of TWLO shares, Wall Street appears to suggest that the stock may be due for a slight correction. Investors may therefore want to watch for a more opportune moment to buy.