President Donald Trump doubled down on his data-center advocacy Monday, posting on Truth Social that communities rejecting the facilities risk being "backwards and poor," while those that embrace them will be "successful and rich, with far lower taxes and jobs all over the place."
Trump warned that "China could not be happier with this anti Data Center movement," framing local opposition as a gift to Beijing, adding "Let Data Reign."
Trump added that "there are plenty of other places that want them," warning that "if we kill the Golden Goose, you will only have yourselves to blame."
The post extends weeks of pushback from Trump against local moratoriums, including New York Governor Kathy Hochul's pause on new construction, and comes as roughly seven in 10 Americans tell pollsters they oppose data centers near their homes.
Regardless of where the political fight lands, the AI infrastructure buildout Trump is defending remains one of the market's dominant themes.
Here are five stocks tied to data centers to watch as the AI buildout continues:
- Nvidia
(NVDA ) - Nvidia's data-center revenue jumped 92% year-over-year last quarter as its Blackwell Ultra and new Vera Rubin platforms ramp, and the company is now backstopping the buildout itself with up to $105 billion in financing for OpenAI's Ohio data-center campus. - Broadcom
(AVGO ) - Broadcom's Tomahawk 6 Ethernet switches and custom AI accelerators for Google and OpenAI put it at the center of the networking and custom-silicon layer that AI data centers depend on. - Arista Networks
(ANET ) - Arista's new 1.6-terabit switching platforms form the backbone connecting tens of thousands of AI chips inside hyperscale clusters, and Q2 revenue climbed 37.7% year-over-year. - Micron
(MU ) - Micron's high-bandwidth memory is sold out for all of 2026, with customers locking in $22 billion in supply commitments as AI-driven DRAM shortages give the chipmaker rare pricing power. - Oracle
(ORCL ) - Oracle spent $55.7 billion on AI data-center capex last fiscal year and plans roughly $70 billion more in fiscal 2027, expanding cloud campuses tied to OpenAI across Texas, New Mexico, Wisconsin and Michigan.
