Income-focused investors in 2026 are slowly moving into infrastructure stocks linked to data centers because many of them now offer higher yields and steady, long-term contracts. Companies like AES Corporation (AES) stand out as an example here, with a forward dividend yield of about 4.3%, supported by long agreements with big tech players like Alphabet's (GOOG) (GOOGL) Google and other deals tied to data center growth across major U.S. regions.
That trend is being reinforced by another round of big tech spending. Amazon’s (AMZN) plan to invest $25 billion in Mississippi data centers adds more weight to the ongoing buildout of cloud and AI infrastructure. In this setup, another big infrastructure player, American Tower (AMT), plays a slightly different role. It is not just about owning data centers but about providing the tower and connectivity infrastructure that helps those data centers stay connected and run smoothly. The company also pays an annual dividend of about $6.80 per share, which comes out to just under a 4% yield, putting it in the same income-focused group of infrastructure stocks benefiting from this demand.
