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Everyone is betting on GPU makers, but the real bottleneck in the AI arms race sits in the concrete, copper, and chilled water keeping those chips alive. Three infrastructure stocks are already converting that bottleneck into record backlogs.

Comfort Systems USA provides essential services for data center construction and maintenance. Its backlog grew by 13% sequentially and almost doubled year over year as demand surged.

William Blair reshuffled its September stock picks, bringing eight companies onto its Analyst Conviction List as the firm identified several new opportunities a

FIX's $1.85B cash pile, low debt and strong free cash flow support aggressive capacity expansion with limited balance-sheet strain.

Comfort Systems (FIX) possesses solid growth attributes, which could help it handily outperform the market.