3 ASX Shares for Exposure to AI Infrastructure

From data centre contractors to electrical specialists and a globally diversified ETF, these ideas offer different ways to gain exposure to the AI infrastructure investment cycle.

Here are three ASX shares that are riding the AI infrastructure wave which will give investors direct exposure to the physical systems that power the artificial intelligence boom.

SKS Technologies Group Limited (ASX: SKS)

SKS Technologies Group Limited (ASX: SKS) now has a market capitalisation of $527.02 million, helped by strong growth of mission critical infrastructure.

The company provides structured cabling, audiovisual, electrical and communication solutions and has built a larger presence in data centres which has positioned it as a key contractor in hyperscale facilities across Australia.

The company in 1H26 reported sales revenue of $131.75 million which was up 13.6% while EBITDA increased 42.9% to $14.02 million and NPAT rose 52.5% to $8.81 million which shows better scale and operating leverage.

Work on hand reached $276 million by February 2026 while repeat business remained above 90% which supports strong revenue visibility into the second half.

Data centre revenue is now a major contributor and management expects FY26 revenue of around $340 million which is supported by a rapidly expanding pipeline and strong national demand.

Southern Cross Electrical Engineering Limited (ASX: SXE)

Southern Cross Electrical Engineering Limited (ASX: SXE) is involved in instrumentation, electrical and communications services across infrastructure, resources, energy along with data centres and it now has a market capitalisation of $827 million after the stock rose 78.22% over the past 12 months.

The company for the half year ended 31 December 2025 reported revenue of $349.1 million while gross profit increased 30.3% to a record $65.9 million which lifted gross margin to 18.9% from 12.7% in the prior corresponding period.

Underlying EBITDA rose 30.8% to $35.4 million and underlying EBIT increased 25.5% to $29.1 million although statutory NPAT recorded a loss of $12.8 million because of $46.1 million in WestConnex legal dispute costs.

The balance sheet is strong with $58.8 million in cash and no debt as at 31 December 2025 while management has increased underlying FY26 EBITDA guidance to at least $72 million.

Data centres are a key growth driver and the group expects work similar to the $120 million of data centre projects completed in FY25 while it is tendering for projects that could exceed $1 billion in value.

The Global X Artificial Intelligence Infrastructure ETF (ASX: AINF)

The Global X Artificial Intelligence Infrastructure ETF (ASX: AINF) will give access to global companies that build and enable AI infrastructure which provides focused exposure to the physical systems that power the AI boom.

Instead of focusing only on software or chipmakers, the ETF invests in data centre operators, semiconductor and equipment manufacturers, power and cooling specialists and materials suppliers which support AI deployment at scale.

AINF tracks the Mirae Asset AI Infrastructure Index and currently holds 30 companies while the expense ratio is 0.57% per annum.

Rather than selecting individual stocks, AINF spreads exposure across the broader AI ecosystem which reduces concentration risk.

(Source: Company Reports)