Digital infrastructure is big business, as companies race to set up the operations necessary to power AI integration, connectivity solutions, and much more. Given the intense demand for data centers, hardware, and related products, investors might seek out pick-and-shovel plays in the industry—firms that provide vital components and services that others rely on, even if they are not the largest or flashiest names in the space.
Among a growing number of digital infrastructure companies, two stand out for their critical positioning and analyst support: Quanta Services Inc. (NYSE: PWR) and MYR Group Inc. (NASDAQ: MYRG). The firms differ in many respects (in size, for one: Quanta has a market capitalization of $110 billion compared to just $7 billion for MYR), but both have the potential to secure a strong foothold in the booming data infrastructure business.
