Equinix (EQIX -1.03%), Digital Realty (DLR +0.86%), and Quanta Services (PWR -1.61%) 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.





