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?

Fresh ideas move fast, and the stocks with real breakout potential rarely stay under the radar for long. Scan these curated shortlists before momentum gets fully priced in and consider your options.

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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Amazon, Corning Partner on Fiber Optic Expansion to Power U.S. Data Center Infra Growth

Amazon announced a multibillion-dollar agreement with Corning, a leading manufacturer of advanced glass and fiber optic technology, to supply the optical fiber, cable, and connectivity solutions that power Amazon’s expanding data center infrastructure across the United States. 

The investment will create 1,000 new, highly skilled jobs at Corning’s manufacturing facilities across North Carolina, and support hundreds of additional construction jobs to expand Corning’s facilities.

Through the agreement, Amazon will work with Corning on a new program that will expand its Fiber Optic Technician Training Program with Catawba Valley Community College to train students for careers in fiber optic manufacturing and related technical roles. The program provides hands-on education and courses that will increase the talent pool and offer pathways to high-paying technical roles. The efforts will help strengthen the domestic supply chain and U.S. manufacturing base while serving the region and state to help expand residential and commercial fiber densification efforts.

Amazon’s investments in North Carolina have created more than 26,000 jobs across the state. This multibillion-dollar agreement with Corning continues that commitment, channeling investment into American manufacturing and creating 1,000 new jobs at their facilities near our data centers, said Matt Garman, CEO of AWS.

Investing in North Carolina

This agreement with Corning is in addition to Amazon’s plans, announced last year, to invest $10 billion in North Carolina to expand cloud computing infrastructure. It builds on the more than $20 billion Amazon has invested in North Carolina since 2010, creating over 26,000 jobs spanning logistics, cloud infrastructure, and renewable energy across the Tar Heel State.

Every day, North Carolina is proving that American manufacturing and cutting-edge technology go hand in hand. This multibillion-dollar agreement, between Amazon and Corning, will create 1,000 family-sustaining jobs for hardworking North Carolinians while also strengthening the critical infrastructure of the U.S. supply chain. This partnership further proves that North Carolina is the number one state in the country for American businesses to invest, build, and grow. As a leading voice in the Senate for workforce development and American manufacturing, I am proud that we are continuing to capitalize on that momentum in North Carolina, said U.S. Senator Ted Budd.

Powering data centers, creating jobs, and fueling economic growth

Amazon’s data centers power the services millions of people and businesses rely on every day, from hospitals and emergency services to streaming entertainment and AI innovation. Corning’s fiber optics are a critical part of that infrastructure, and together, these investments help fuel the U.S. economic engine.

For 175 years, Corning has pioneered the technologies that connect people and transform industries. Amazon’s investment will help us expand production, create 1,000 new advanced manufacturing jobs at our facilities, and lead the way toward building a resilient U.S. manufacturing base, said Wendell Weeks, chairman, CEO, and president of Corning.

Amazon’s long-term commitment to North Carolina goes beyond direct investments and jobs created in the state. Through workforce development, Career Choice, and upskilling programs, Amazon has already provided practical training for nearly 7,000 people in North Carolina, helping to open new pathways for higher-paying jobs and fulfilling careers.

In the last decade, Amazon has contributed more than $72 million to charities and organizations supporting local needs across North Carolina, with $10 million provided in 2025 alone to 26 local community partners. This includes contributions like $1.5 million to enhance public safety services for southeastern Hamlet and surrounding Richmond County communities by funding a new fire substation that is expected to lower emergency response times and homeowner insurance premiums.

Matt Garman, CEO of AWS

Amazon’s investments in North Carolina have created more than 26,000 jobs across the state. This multibillion-dollar agreement with Corning continues that commitment, channeling investment into American manufacturing and creating 1,000 new jobs at their facilities near our data centers,

U.S. Senator Ted Budd

Every day, North Carolina is proving that American manufacturing and cutting-edge technology go hand in hand. This multibillion-dollar agreement, between Amazon and Corning, will create 1,000 family-sustaining jobs for hardworking North Carolinians while also strengthening the critical infrastructure of the U.S. supply chain. This partnership further proves that North Carolina is the number one state in the country for American businesses to invest, build, and grow. As a leading voice in the Senate for workforce development and American manufacturing, I am proud that we are continuing to capitalize on that momentum in North Carolina,

Wendell Weeks, chairman, CEO, and president of Corning

For 175 years, Corning has pioneered the technologies that connect people and transform industries. Amazon’s investment will help us expand production, create 1,000 new advanced manufacturing jobs at our facilities, and lead the way toward building a resilient U.S. manufacture

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U.S. Clean Energy Manufacturing Surges Ahead Despite Policy Hurdles, Reports The American Clean Power Association

Momentum in the American clean energy manufacturing sector continues to build despite ongoing policy challenges, according to the second annual State of Clean Energy Manufacturing report released by the American Clean Power Association. The report shows that clean energy manufacturing has become a key pillar of the U.S. industrial economy, offering affordable, reliable and quickly deployable domestic solutions to meet the nation’s growing energy needs.

By increasing production within the United States, the industry also boosts national security by reducing dependence on foreign energy supplies and international supply chains.Speaking about the findings, Jason Grumet emphasized that rising energy demand makes it essential to expand clean power systems built in the U.S.

He explained that to sustain the current manufacturing growth, the country needs clear, targeted and consistent international trade policies. This includes reasonable timelines for complying with tariffs and greater regulatory certainty, which would allow clean energy manufacturers to continue supporting economic development and strengthening local communities across the nation.The report highlights several important trends.

It notes that every clean energy manufacturing job generates four additional jobs across the wider economy—one through supply-chain activities and three more through household spending. It also points out that more than 235 new clean energy manufacturing facilities have opened in the United States over the past five years.

Today, more than 300 factories nationwide produce essential components such as wind turbine blades, towers, nacelles, solar modules and batteries. The report further states that domestic manufacturing capacity is now sufficient to fully meet U.S. demand for solar modules, battery modules, wind towers and wind nacelles.

Overall, the findings reinforce that clean energy manufacturing is not only advancing the country’s energy infrastructure but also significantly contributing to economic growth and national resilience, even in the face of policy headwinds.

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