ON Semiconductor and Rockwell Automation are poised to benefit from the recent surge in artificial intelligence (AI) infrastructure investment, according to a recent report by The Motley Fool. The report highlights the growing market for AI data center spending in the coming years.
What happened
The demand for artificial intelligence data center infrastructure continues to grow, with capital spending forecasted to expand significantly from 2026 to 2030. While many companies are in the spotlight, ON Semiconductor and Rockwell Automation stand out for their potential long-term growth despite current low exposure to AI, the report stated.[3]
According to The Motley Fool, ON Semiconductor is set to see its AI data center revenue double in 2026, growing to approximately $500 million, a significant increase from $250 million in 2025. CEO Hassane El-Khoury noted that this revenue currently accounts for about 4.2% of the company’s total revenue but is expected to grow as the company increases its presence in power chips for AI applications.
Rockwell Automation, known for its industrial automation solutions, is leveraging its partnership with Nvidia to integrate AI applications into its offerings. This integration will allow customers to create digital twins of their operations, greatly enhancing efficiency, the report noted. Rockwell’s incorporation of AI expectedly enhances the value of its automation solutions.[1]
Why it matters
The increasing investment in AI data centers signifies a shift toward inference applications in various industries. Companies like ON Semiconductor and Rockwell Automation, with their potential for future growth in AI-related revenues, are likely to become critical players as the market evolves.
Long-term investments in these companies could yield significant returns as they adapt to the expanding landscape of AI technology and begin to capture a larger share of the growing inference spending market.
Background
On May 20, 2026, the AI data center investment landscape began to shift, as companies recognized the increasing importance of AI in their operations. The surge in interest can be traced back to the growing adoption of AI technologies in various sectors, leading to an escalation in infrastructure investments.
Since early 2026, many firms have ramped up their focus on AI, with notable players like Nvidia enabling a new wave of innovation in industrial automation and data center solutions.
What’s next
Investors should monitor ON Semiconductor and Rockwell Automation closely, as both companies are expected to release Q2 2026 earnings reports in early August, providing insights into their ongoing growth in AI infrastructure and data center revenue streams.[2]
