A Quiet Winner in Trump’s $500B AI Infrastructure Plan

When President Trump announced $500 billion in private sector investments for AI infrastructure yesterday, the spotlight was on big names like OpenAI, Oracle (NYSE: ORCL) and SoftBank. But the real winners might be companies quietly enabling this buildout — like IES Holdings (NASDAQ: IESC), which has a Zen Rating of B or Buy.  

Specializing in electrical and infrastructure work for data centers, IESC is positioned to ride the wave of this AI-driven construction boom. Here’s why.

Building the Backbone of AI

AI might seem like software magic since that’s the way most of us interact with it. But the reality is that it needs massive physical infrastructure to operate — think data centers, fiber optics, and electrical systems. 

Enter IESC, a company that specializes in designing and maintaining the very infrastructure that makes AI possible. 

As projects like Stargate — the ambitious AI venture involving OpenAI, Oracle, and SoftBank — begin to materialize, companies like IESC will be crucial to keeping the lights on and the servers humming.

The new Stargate project isn’t just big — it’s historic. With 10 data centers already under construction in Texas and more planned nationwide, this initiative will require extensive electrical and communication infrastructure. 

That’s where IESC thrives … not only because it is based in Texas, but because it also provides essential services to these sprawling tech hubs. While headlines focus on flashy AI applications, the steady, recurring revenue from infrastructure work is where the real opportunity lies.

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Why IESC Is a Compelling Investment

Unlike speculative tech stocks, IESC offers A-rated Financials according to our component grades, implying strong free cash flow, return on equity, and more. 

As data centers proliferate, demand for their services will only grow, ensuring long-term relevance in the AI economy.

Plus it earns a B rating for its current Momentum.

Click here to see how IESC scores across all our Component Grades

Lastly, IESC has consistently grown its earnings faster than its peers and the broader market over the past 5 years:

Click here to see IESC earnings growth

Overall, Trump’s announcement of the new $500 billion infrastructure project marks a pivotal moment in the AI arms race, as infrastructure is now recognized as a critical national priority. 

While companies like OpenAI and Oracle build the software and systems of the future, IESC is quietly building the foundations. For investors looking for a smart, stable way to play the AI boom, IESC may be a name worth watching.

Click here to add IESC to your watchlist

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