This ‘Stealth’ AI Stock Is an Even Better Buy Than Palantir or Nvidia

Primoris Services (PRIM) has quietly become one of the top-performing industrial infrastructure stocks of 2025. As big-name stocks like Nvidia (NVDA) and Palantir (PLTR) continue to lead the artificial intelligence (AI) discussion, Primoris has climbed over 50% so far this year, driven by booming demand for its services in the power and utilities sectors, as well as for AI-related data centers. Second-quarter earnings surged for the company, driving shares up by a little over 17% the day before this month.

This is a narrative of less hype and more execution. As hyperscalers and businesses compete to construct AI-ready data centers, power generation, utility interconnections, and support infrastructure, demand is booming. Primoris is positioning itself as a background facilitator of the cycle, with $1.7 billion of potential data center projects already in the pipeline. That “stealth” status puts the company in play for one of the biggest secular investment cycles of the decade.