3 US Manufacturing Stocks for AI Infrastructure and Grid Power Demand

Tariff threats on European digital services taxes put a fresh spotlight on how exposed US companies are to global policy shocks, even when they are rooted in tech disputes. While attention often goes straight to giants like Apple or Google, these tensions can ripple into US domestic manufacturing stocks through supply chains, input costs, and export expectations. This article looks at three US manufacturing stocks that appear positively positioned relative to the latest tariff headlines, to help you think about where risk and potential opportunity may sit as trade rhetoric heats up.

Overview: Mobileye Global develops advanced driver assistance and autonomous driving systems that help keep cars in lane, avoid collisions, and power future robotaxis, supplying its technology and EyeQ chips to automakers and fleets worldwide.

Operations: Mobileye Global generates the vast majority of its US$2.01b revenue from the Mobileye segment (US$1.98b), with only US$38m from other activities, selling primarily into automakers across the US, China, Europe, and other key car-producing regions.

Market Cap: US$6.6b

Mobileye Global may suit investors seeking exposure to car technology that sits between today’s driver assistance features and tomorrow’s robotaxis. The company has positions in ADAS chips and software, and it plans to launch a vertically integrated US robotaxi fleet from 2027 that links Mobileye Drive with Moovit’s platform, which could add high-margin, recurring revenue. At the same time, Mobileye reported a very large goodwill-related loss recently and remains unprofitable, with board independence and high CEO pay raising governance questions. Tariff headlines also matter because lower global vehicle production, as management has flagged, could weigh on unit volumes. How those growth ambitions, valuation signals, and tariff risks balance out is a key consideration for investors.

Mobileye Global sits at the crossroads of ADAS chips, software and a planned robotaxi rollout. Yet many investors may be missing how the story stacks up against its goodwill hit and governance concerns. Before deciding where you stand, review the analysis report for Mobileye Global

NasdaqGS:MBLY Earnings & Revenue Growth as at Jun 2026

Overview: nVent Electric makes electrical connection and protection products that keep power and data running safely, from data centers and industrial sites to commercial buildings and energy infrastructure, selling under brands such as CADDY, ERICO, HOFFMAN, ILSCO, SCHROFF, and TRACHTE.

Operations: nVent Electric generates about US$3.0b from Systems Protection solutions and US$1.3b from Electrical Connections products, with most revenue coming from the Americas alongside smaller contributions from EMEA and Asia Pacific.

Market Cap: US$27.8b

nVent Electric may be relevant if you are looking for a US focused manufacturer tied to structural themes such as data center buildout, AI infrastructure, and grid upgrades, and it could also potentially benefit if tariffs steer more demand toward domestic suppliers. Some analysts forecast revenue and earnings to grow faster than the broader US market, supported by its position in liquid cooling and modular power systems, and recent analyst coverage highlights that story. At the same time, the stock already trades on a rich P/E, growth is heavily exposed to AI data center spending, and there has been sizeable insider selling alongside higher external borrowing. How you weigh those strengths against concentration and valuation risk is where the key opportunity or caution may lie.

nVent Electric’s growth story around AI infrastructure and grid upgrades is getting plenty of attention, but the real question is whether the current P/E and risks are already baked in or still mispriced. It is worth weighing the full picture in the analyst forecasts for nVent Electric

NYSE:NVT P/E Ratio as at Jun 2026

Overview: Generac Holdings designs and sells backup generators, battery storage and home energy management products for households, businesses and data centers. Its products help customers keep the lights on and manage power use when the grid is unreliable or under stress.

Operations: Generac Holdings generates most of its revenue in the United States at about US$3.59b, with around US$803m from international markets and a small segment adjustment of roughly US$62m.

Market Cap: US$17.38b

Generac Holdings may be worth a closer look if you want exposure to US domestic manufacturing that is tied directly to backup power, grid resilience and the build out of energy hungry data centers rather than cross border digital services. The company is expanding large megawatt generator capacity in Illinois and has secured supply deals with major data center operators. It still earns a large share of revenue from residential and commercial standby generators that can be used when outages rise. At the same time, the stock trades on a very high P/E and carries funding and execution risks in areas such as clean energy and new data center capacity. Investors need to decide whether the growth narrative and improving margins justify paying a higher valuation for Generac’s US focused opportunity.

Generac’s accelerating push into backup power for data centers and US grid resilience has investors focused on growth, but the real twist may sit in the analyst forecasts for Generac Holdings that could reframe the whole story

NYSE:GNRC Earnings & Revenue Growth as at Jun 2026

The three stocks covered here are only a starting point, and the full US Domestic Manufacturing Stocks screener surfaces 40 more US focused companies with similarly compelling stories around domestic production, exports and supply chains. Use Simply Wall St to identify and analyze the specific catalysts, tariff sensitivities and business narratives that matter most to you so you can focus on the highest conviction opportunities in this theme.

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Seeking Alternatives Before The Crowd?

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This article by Simply Wall St is general in nature. We provide commentary based on historical data
and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your
financial situation. We aim to bring you long-term focused analysis driven by fundamental data.
Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material.
Simply Wall St has no position in any stocks mentioned.

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The U.S. Is Manufacturing a Ton of Grid Batteries

This story was originally published by Canary Media.

Big batteries have begun reshaping the U.S. grid. Now, the country has made surprising strides in making those energy storage systems itself, rather than depending on imports from China.

That’s why batteries will account for some 28 percent of new U.S. power plant capacity built this year. For the first time, the country will be able to produce enough grid batteries to meet that surging demand on its own, according to new data from the U.S. Energy Storage Coalition, an industry group.

Battery storage units at Desert Sunlight Solar Farm in California. Credit: The Desert Photo / Shutterstock

The onshoring began in earnest when President Joe Biden signed the Inflation Reduction Act in 2022, creating incentives both for domestic battery producers and for storage developers who use made-in-America products.

Already, the U.S. has enough capacity to meet demand for finished grid battery enclosures. That involves connecting battery cells to power electronics, controls and safety equipment in weatherproof steel containers that are ready to install. By the end of this year, the U.S. will also achieve self-sufficiency in a higher-value part of the supply chain: the battery cells themselves. It’s a major industrial coup that is bringing thousands of high-tech manufacturing jobs to communities across the country.

“For the first time, the United States now has the capacity to supply 100 percent of domestic energy storage project demand with American-built systems,” said Noah Roberts, executive director of the U.S. Energy Storage Coalition, on a press call in March. ​“That is a fundamental shift from where we were just a year and a half ago, when the majority of battery storage systems were imported.”

This success outstrips the country’s considerable progress in solar panel manufacturing, too. The U.S. is self-sufficient in assembling solar modules, but that finished product still often depends on high-value components imported from far away — namely, solar cells. U.S. solar cell production remains a tiny fraction of its solar panel capacity.

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By the end of 2025, U.S. factories had mustered the capacity to produce about 70 gigawatt-hours of finished grid storage systems each year, according to the coalition’s survey. Roberts expects that number to rise to 145 gigawatt-hours by year’s end. U.S. storage developers are likely to install about 60 gigawatt-hours annually this year and next, he noted, so the country will actually have a sizable surplus in manufacturing capacity.

As for the underlying cells, it’s a similar story with a slight delay. By the end of 2025, 20 gigawatt-hours of dedicated storage cell lines had opened, and the industry is on pace to hit 96 gigawatt-hours by the end of this year.

Now, the question the industry faces is not whether it can keep up with domestic demand — but whether it can export enough batteries to maintain that mismatch between manufacturing potential and domestic installations.

A gigawatt-scale growth spurt

The development of U.S. grid-battery manufacturing has happened at a dizzying pace. Roberts called it ​“one of the fastest industrial scale-ups in recent American history.”

At the close of 2024, the U.S. had ​“effectively zero” factory capacity for battery cells designed for grid usage, which have different specifications than those in electric vehicles and which typically use the lithium iron phosphate chemistry.

LG Energy Solution Vertech, the grid-storage subsidiary of the Korean industrial giant, started turning things around last summer when it completed a dedicated cell production line for grid storage in Holland, Michigan. The company originally envisioned four gigawatt-hours of production, but quickly expanded that to 16.5 gigawatt-hours, said Chief Product Officer Tristan Doherty. Now LG plans to hit 50 gigawatt-hours of cell production capacity across North America this year.

“If you had told me that 10 years ago, that this is where we would be, I never would have believed it,” Doherty said.

The upstream supply chain, it must be said, still needs work. U.S. factories can only build the lithium-ion battery cells by importing the high-value battery materials, and China runs the show in that arena.

It’s also worth noting that this scale-up was accelerated by an unintentional nudge from the Trump administration, a sort of collateral benefit.

The outlook for EV sales in America suffered as a result, and that prompted some manufacturers to repurpose their EV-battery facilities for the red-hot grid storage market. In just the last year, car companies like Ford and General Motors have retreated from their earlier EV ambitions and pivoted their battery lines to storage.

Just last week, LG said it and partner GM would retool an EV battery plant in Spring Hill, Tennessee, to make grid batteries instead; this will bring 700 people back to work after earlier layoffs. LG is also converting a plant in Lansing, Michigan, to make grid batteries instead of EV batteries, and will sell them to Tesla as part of a $4.3 billion supply deal.

It’s a stark reversal. In earlier years, grid battery developers had accepted surplus EV batteries as a sort of hand-me-down from the more mature supply chain; now, struggling EV battery producers are turning to grid storage in their moment of need.

Other companies have made their own direct investments in grid storage in recent years, including Tesla, Samsung SDI, Fluence and SK On.

Even as the White House fights clean energy broadly, it’s showing interest in strengthening battery supply chains to reduce the upstream dependence on China. Just this month, the Department of Energy rolled out $500 million in funding for processing or recycling battery materials domestically.

The localization of grid storage supplies does more than stroke the national ego. As data center customers ravenously seek immense power supply as quickly as possible, domestic supply chains shorten the time it takes to add storage to the grid, argued Pete Williams, chief supply chain and product officer for Fluence, a major grid storage vendor.

“To deliver this ​‘speed to power’ you need a resilient and a responsive supply chain, and that’s been certainly a challenge in the international markets,” he said. ​“With U.S. manufacturing, we can improve delivery certainty. We can also shorten project timelines for our customers.”

In the past, analysts framed industrial reshoring as a way to protect against the vagaries of geopolitical adversaries. These days, with the White House itself regularly upending global trade through tariff declarations and military interventions in crucial waterways, a local supply chain protects against U.S.-led disruptions as well.

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