Alibaba's Southeast Asia Data Expansion
This carefully selected group of stocks represents companies that stand to benefit from Alibaba Cloud's major AI data center expansion in Southeast Asia. Professional analysts have identified these businesses as essential providers of the hardware, networking, and infrastructure needed to build and operate these new digital facilities.
Top Picks from This Group
Here are a few of the assets in this group. Create an account to unlock the full list.
Vertiv Holdings Co
VRT
Current price
$133.07
As a key provider of critical power and thermal management solutions, Vertiv's products are essential for building and maintaining energy-intensive AI...
As a key provider of critical power and thermal management solutions, Vertiv's products are essential for building and maintaining energy-intensive AI data centers like those Alibaba is launching.
Super Micro Computer, Inc.
SMCI
Current price
$45.37
Super Micro Computer is a leading manufacturer of high-performance servers optimized for AI, which are fundamental components for equipping the new da...
Super Micro Computer is a leading manufacturer of high-performance servers optimized for AI, which are fundamental components for equipping the new data centers in Malaysia and the Philippines.
Dell Technologies Inc
DELL
Current price
$138.28
Dell is a major provider of servers, storage, and networking systems that form the backbone of large-scale cloud infrastructure, positioning it to ben...
Dell is a major provider of servers, storage, and networking systems that form the backbone of large-scale cloud infrastructure, positioning it to benefit from Alibaba's expansion.
Join Nemo FREE today and unlock every stock.
It only takes 60 seconds.
About This Group of Stocks
Our Expert Thinking
Alibaba Cloud's new AI data centers in Malaysia and the Philippines signal a massive digital infrastructure build-out across Southeast Asia. This creates significant opportunities for companies providing the essential hardware, networking equipment, cooling systems, and real estate needed for these facilities to function.
What You Need to Know
These stocks represent various parts of the data center ecosystem, from server manufacturers and networking specialists to power management providers and digital infrastructure developers. They offer direct exposure to the growing capital expenditure being poured into Southeast Asia's expanding digital economy.
Why These Stocks
Each company in this group was specifically selected for its role in supplying critical components or services needed for large-scale data center projects. They're positioned as direct beneficiaries of Alibaba's expansion and similar investments by other tech giants in the region.
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:
+4.94%
Group Performance Snapshot
Average 12 Month Profit
On average, analysts expect assets in this group to grow 4.94% over the next year.
Stocks Rated Buy by Analysts
12 of 15 assets in this group are rated Buy by professional analysts.
Why You'll Want to Watch These Stocks
The Southeast Asia Digital Boom
Southeast Asia's digital economy is growing at hyperspeed, with Alibaba's new data centers signaling just the beginning of massive infrastructure investment. These stocks let you tap into this regional growth story early.
AI's Hidden Infrastructure Play
While everyone talks about AI software, these companies provide the essential physical foundation that makes AI possible. As AI adoption accelerates, the demand for specialized data centers and hardware will only increase.
Beyond Just Alibaba
These companies don't just benefit from Alibaba - they're positioned to capture growth from all tech giants expanding in the region. The Southeast Asia digital infrastructure buildout is a multi-year trend supported by multiple big spenders.
Why Invest with Nemo Money?
Zero Commission
Trade stocks, ETFs, and more with zero commission. Keep more of your returns.
Trusted & Regulated
Part of Exinity Group 2015, serving over a million customers globally.
6% Interest on Cash
Earn 6% AER on uninvested cash with daily interest payments.
Discover More Opportunities
Uncle Sam's Semiconductor Stake
The U.S. government is considering an equity stake in Intel to boost domestic semiconductor manufacturing. This strategic move could create a ripple effect, benefiting other American companies involved in the chip-making industry.
The Cybersecurity Consolidation Wave
Accenture's record-breaking acquisition of CyberCX signals a major consolidation trend in the cybersecurity sector. This move highlights the growing demand for AI-powered security solutions, creating potential opportunities for other specialized cybersecurity firms to benefit from increased investment and M&A activity.
American Chipmakers: A Tariff-Driven Shift
President Trump has threatened to impose tariffs of up to 300% on semiconductors to boost domestic production. This creates a potential investment opportunity in U.S.-based semiconductor companies that stand to gain from a shift toward onshore manufacturing.
Frequently Asked Questions
Everything you need to know about the product and billing.