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.
Published on July 14
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.
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.
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.
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.
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.
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.
This basket's total market capitalisation is $4.94T and is heavily concentrated in a few very large-cap holdings, anchoring the basket toward stability.
NVDA: $4.40T
VRT: $66.83B
SMCI: $32.58B
Get the full story on this Basket. Read our detailed article on its risks and potential.
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Part of Exinity Group 2015, serving over a million customers globally.
Earn 6% AER on uninvested cash with daily interest payments.
+5
SK Hynix has unveiled a record-breaking 40 trillion won share buyback fueled by soaring demand for its AI memory chips. This historic capital return creates a compelling investment theme centered on high-bandwidth memory producers and the specialized equipment manufacturers that enable their advanced production.
Home Depot's recent earnings beat highlights consistent consumer spending on smaller household repair and maintenance projects. This ongoing trend presents promising opportunities for various home improvement retailers and building material suppliers.
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.
NVIDIA CORP
NVDA
Current Price
$219.59
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
$261.96
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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On average, analysts expect assets in this group to grow 102.9% over the next year.
10 of 15 assets in this group are rated Buy by professional analysts.
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:
In 12 months it might be worth:
+102.90%
