What are AI data centers and why are they important?

AI data centers are specialised facilities designed to handle the massive computational demands of artificial intelligence applications. Unlike traditional data centers, they require enormous amounts of processing power, advanced cooling systems, and specialised hardware like GPUs. They're crucial for training and running AI models that power everything from chatbots to autonomous vehicles.

What does Nvidia's $100 billion investment mean for the market?

This investment represents one of the largest private infrastructure commitments in tech history. It signals that AI infrastructure spending is entering a new phase of massive scale. The project will create demand across the entire technology supply chain, from semiconductor manufacturers to cloud service providers, potentially benefiting many companies in the ecosystem.

What is a GPU and why is it essential for AI?

A GPU (Graphics Processing Unit) is a specialised computer chip originally designed for rendering graphics. However, GPUs excel at performing many calculations simultaneously, making them perfect for AI applications that require processing vast amounts of data. Nvidia's GPUs have become the gold standard for AI training and inference, which is why they're central to this massive data center project.

What does 'analyst rating' mean on a stock?

An analyst rating is a professional recommendation from financial experts who study companies and markets. Ratings typically range from 'Strong Buy' to 'Strong Sell', with analysts considering factors like company performance, market conditions, and growth prospects. These ratings help investors understand what financial professionals think about a stock's potential.

What risks should I consider with technology stocks?

Technology stocks can be more volatile than other sectors, meaning their prices can change rapidly. They're sensitive to market sentiment, regulatory changes, and technological disruption. While they offer significant growth potential, they can also experience sharp declines during market downturns. It's important to diversify your investments and only invest money you can afford to lose.

16 handpicked stocks

AI Infrastructure Stocks (Nvidia's $100B Project)

Nvidia is investing up to $100 billion to build massive AI data centers for OpenAI, signaling a new era of large-scale AI infrastructure. This monumental project creates a significant opportunity for companies that provide the essential components and services for data center construction and operation.

Han Tan | Market Analyst

Published on September 25

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

$176.28

Leading the AI revolution with advanced GPU technology and infrastructure platforms essential for massive data center deployments.

Microsoft Corporation

MSFT

Current price

$506.99

Major cloud infrastructure provider with significant AI investments and partnerships, positioned to benefit from increased demand for AI services.

Alphabet Inc (Google)

GOOGL

Current price

$246.01

Technology giant with extensive cloud computing capabilities and AI research, well-positioned for the infrastructure build-out.

Amazon.com Inc.

AMZN

Current price

$220.19

Taiwan Semiconductor Manufacturing Co.

TSM

Current price

$280.71

Broadcom Inc.

AVGO

Current price

$333.53

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12 Month Growth Potential

Use the growth calculator to see how much investing in these assets could return over one year, based on aggregated analyst sentiment provided by Refinitive Ltd.

If you invested across these assets:

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In 12 months it might be worth:

$1,000.00

+2.41%

≈

About This Group of Stocks

Our Expert Thinking

Nvidia's unprecedented $100 billion commitment to build AI data centers for OpenAI represents a watershed moment for the technology sector. This massive infrastructure project will create cascading demand across the entire tech supply chain, from semiconductor manufacturers to cloud service providers. We believe this signals the beginning of a new era of AI-focused infrastructure spending that could reshape the industry landscape.

What You Need to Know

This is a growth-oriented theme focused on companies positioned to benefit from large-scale AI infrastructure development. The group includes established tech giants, specialised hardware providers, and software leaders who supply the essential components for next-generation data centers. These investments carry the typical risks associated with technology stocks, including market volatility and rapid technological change.

Why These Stocks

Each company in this collection has been carefully selected for its strategic role in the AI infrastructure ecosystem. From Nvidia's GPU dominance to cloud titans like Microsoft and Amazon, these firms are positioned at critical points in the supply chain. Professional analysts have identified these stocks as having significant exposure to the accelerated build-out of AI-specific infrastructure and services.

Group Performance Snapshot

2.41%

Average 12 Month Profit

On average, analysts expect assets in this group to grow 2.41% over the next year.

13 of 16

Stocks Rated Buy by Analysts

13 of 16 assets in this group are rated Buy by professional analysts.

1.1%

Group Growth

This group averaged a 1.1% return last month.

Source: Analyst sentiment is provided by Refinitiv Ltd, a global leader in financial market data with over 40k business clients. Refinitiv Ltd is an independent third party to Nemo. This is not advice.

Why You'll Want to Watch These Stocks

🚀

Historic Infrastructure Investment

Nvidia's $100 billion commitment represents one of the largest private infrastructure investments in tech history. This unprecedented scale could trigger a new wave of AI-focused spending across the industry.

⚡

Supply Chain Opportunity

Building 10 gigawatts of AI data centers will create massive demand for everything from advanced chips to cooling systems. Companies throughout the tech supply chain stand to benefit from this infrastructure boom.

🎯

Expert-Selected Winners

These stocks have been handpicked by professional analysts for their strategic positioning in the AI infrastructure ecosystem. Each company plays a crucial role in making this ambitious project possible.

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AI Data Centers: Could Nvidia's $100B Drive Growth?

Nvidia's landmark $100 billion investment in OpenAI is set to create the world's most powerful AI supercomputing infrastructure. This monumental undertaking will drive massive demand for the underlying physical components, from power and cooling to specialized hardware, creating a ripple effect for companies that build and support large-scale data centers.

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