Britain AI Boom: Will Infrastructure Stocks Rise?
OpenAI and Nvidia are injecting billions into the UK's data center infrastructure, signaling a major expansion of the nation's digital capabilities. This investment creates a ripple effect, benefiting companies that construct, equip, and service these critical high-tech facilities.
Top Picks from This Group
Here are a few of the assets in this group. Create an account to unlock the full list.
Join Nemo FREE today and unlock every stock
It only takes 60 seconds.
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:
In 12 months it might be worth:
+10.55%
About This Group of Stocks
Our Expert Thinking
OpenAI and Nvidia's multi-billion pound investment in UK data centres represents a pivotal moment for Britain's digital infrastructure. This massive capital injection positions the UK as a strategic hub for AI and cloud computing, creating a ripple effect that benefits the entire data centre value chain from construction to specialised hardware providers.
What You Need to Know
This group focuses on companies integral to data centre operations - from those building the physical facilities to providers of cooling systems, power management, and networking equipment. The theme captures both established infrastructure players and emerging technology companies positioned to benefit from the UK's expanding digital backbone.
Why These Stocks
These stocks were handpicked by professional analysts based on their strategic positioning within the data centre ecosystem. Each company plays a crucial role in supporting the infrastructure build-out, whether through construction, equipment supply, or facility operations, making them well-positioned to capitalise on this significant investment wave.
Group Performance Snapshot
Average 12 Month Profit
On average, analysts expect assets in this group to grow 10.55% over the next year.
Stocks Rated Buy by Analysts
13 of 14 assets in this group are rated Buy by professional analysts.
Why You'll Want to Watch These Stocks
Historic Investment Wave
OpenAI and Nvidia's multi-billion pound commitment represents one of the largest tech infrastructure investments in UK history. This scale of investment typically creates sustained demand across the entire supply chain.
Infrastructure Gold Rush
The data centre build-out requires everything from specialised construction to advanced cooling systems. Companies positioned in this value chain could see significant demand growth as projects accelerate.
Strategic Positioning Advantage
These companies were selected for their crucial roles in data centre operations and infrastructure. As the UK becomes an AI hub, early movers in this space could capture outsized benefits from the expansion.
Get the full story on this Basket. Read our detailed article on its risks and potential.
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
Defensive Stocks: Could Labor Market Cooling Help?
The recent surge in jobless claims to a nearly four-year high suggests the U.S. labor market is cooling, increasing the likelihood of Federal Reserve interest rate cuts. This scenario could create opportunities in defensive sectors like consumer staples and utilities, which tend to remain stable during economic slowdowns.
Investing Post-46,000: Which Assets May Outperform?
The Dow's historic close above 46,000 was fueled by anticipation of Federal Reserve rate cuts, signaling strong investor confidence. This creates an investment opportunity in sectors that are poised to benefit from a lower interest rate environment.
Downstream Winners From Falling Oil Prices in 2025
Recent data shows oil prices are dropping due to oversupply and concerns about U.S. demand. This theme identifies companies in sectors like transportation and manufacturing that stand to benefit from lower energy costs.
Frequently Asked Questions
Everything you need to know about the product and billing.