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Nontech stocks positioned to benefit from AI infrastructure spending

MarketWatch highlights “HALO” characteristics such as hard assets and low obsolescence as a potential advantage during years of data center and AI build-out.

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Massive spending on data centers and AI infrastructure could create long run opportunities for nontraditional, nontech companies with certain business characteristics, according to MarketWatch.

The outlet points to a group it describes as “HALO” companies, which are framed as benefiting from infrastructure requirements because their value is tied to hard assets rather than software that can face faster obsolescence.

MarketWatch’s view is that the AI build out could sustain demand for these hard asset related providers for years, given the long lifecycle of the underlying infrastructure.

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