2 Hidden Industrial Stocks That Will Benefit From the AI Infrastructure Build-Out Not Named SpaceX or Intel

The article highlights ON Semiconductor and Rockwell Automation as undervalued industrial stocks poised to benefit from AI inference spending growth. ON Semiconductor's AI data center revenue is expected to double from $250M (2025) to $500M (2026), while Rockwell Automation is embedding AI inference models into its industrial automation solutions through partnerships with Nvidia. Both companies currently have low AI exposure but are positioned for significant long-term growth as the AI market shifts from infrastructure investment to inference deployment.