The AI infrastructure sector is seeing significant growth, with companies like Applied Digital (APLD) and IREN showing strong price action, though VRT has also exhibited solid gains. APLD's recent news of completing phase II for its AI factory and the overall strong analyst ratings suggest a positive outlook. IREN's performance is more volatile, showing a recent downturn possibly due to its heavy reliance on Bitcoin revenue, which has been declining. VRT, while showing consistent growth and positive analyst ratings, is also benefiting from the AI trend by providing critical digital infrastructure and cooling solutions, though its stock has seen some volatility in the short term. Investors should monitor the sustainability of AI demand and the efficiency of these companies in meeting it.