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.
Published on July 3
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.
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.
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.
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.
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.
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.
Market capitalisation breakdown for a 15-stock basket focused on data centre, hardware and related infrastructure companies.
VRT: $66.83B
SMCI: $32.58B
DELL: $100.15B
Get the full story on this Basket. Read our detailed article on its risks and potential.
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BHP Group recently posted a massive earnings beat driven by record copper profitability, allowing the miner to raise its dividend to a four-year high. This performance highlights a structural shift toward electrification metals, creating opportunities for industrial equipment suppliers and competing copper producers.
Here are a few of the assets in this group. Create an account to unlock the full list.
VERTIV HOLDINGS CO
VRT
Current Price
$261.96
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
$36.92
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
$435.93
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.
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12 of 15 assets in this group are rated Buy by professional analysts.
