China's Desert AI Revolution
This carefully selected group of stocks represents companies providing the essential infrastructure for China's massive AI data center expansion in the desert. Professional analysts have identified these picks as key beneficiaries of China's ambitious AI infrastructure build-out, offering you a strategic way to invest in this technological revolution.
Top Picks from This Group
Here are a few of the assets in this group. Create an account to unlock the full list.
NVIDIA Corporation
NVDA
Current price
$175.64
The planned deployment of 115,000 of its high-end GPUs is the primary catalyst for the entire infrastructure build-out, driving demand across the supp...
The planned deployment of 115,000 of its high-end GPUs is the primary catalyst for the entire infrastructure build-out, driving demand across the supply chain.
Vertiv Holdings Co
VRT
Current price
$129.05
Specializes in critical power and thermal management solutions, which are essential for operating the high-density, energy-intensive AI data centers i...
Specializes in critical power and thermal management solutions, which are essential for operating the high-density, energy-intensive AI data centers in desert climates.
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About This Group of Stocks
Our Expert Thinking
China is building enormous AI data centers in its western deserts, creating huge demand for the foundational infrastructure that powers these facilities. These "picks and shovels" companies provide the critical cooling systems, networking equipment, and servers needed regardless of geopolitical tensions, positioning them for long-term growth.
What You Need to Know
This theme focuses on infrastructure providers rather than AI software companies. These stocks represent global and local suppliers of mission-critical technologies that China needs for its "East Data West Computing" strategy. The deployment of over 115,000 advanced GPUs signals a durable, long-term investment cycle in AI hardware.
Why These Stocks
We've selected companies that directly benefit from China's AI infrastructure boom. These include providers of thermal management systems for desert environments, high-performance servers optimized for AI, and networking equipment essential for connecting massive GPU arrays. Each represents a different aspect of the critical infrastructure stack.
12 Month Growth Potential
Use the growth calculator to see how much investing in these assets could return over one year.
If you invested across these assets:
in 12 months it could be worth:
+64.17%
Group Performance Snapshot
Average 12 Month Profit
On average, analysts expect assets in this group to grow 64.17% over the next year.
Stocks Rated Buy by Analysts
10 of 15 assets in this group are rated Buy by professional analysts.
Why You'll Want to Watch These Stocks
Building the AI Gold Rush
Like selling picks and shovels during a gold rush, these companies provide the essential infrastructure that powers China's AI ambitions. They stand to profit regardless of which specific AI applications ultimately succeed.
Desert-Proof Technology
The challenge of cooling massive AI data centers in desert regions creates unique opportunities for thermal management innovators. Companies solving these critical problems could see tremendous growth as the build-out accelerates.
Government-Backed Demand
China's 'East Data West Computing' strategy is a national priority with significant government support. This creates a more predictable, long-term demand cycle that could benefit these infrastructure providers for years to come.
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