Data Center Stocks: Power Grid Strain & Energy Costs
Tech giants OpenAI and Nvidia are injecting billions into the UK's data center infrastructure, a move set to enhance the nation's AI and cloud capabilities. This investment creates a ripple effect, potentially benefiting companies that construct, equip, and power these advanced 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:
+0.99%
About This Group of Stocks
Our Expert Thinking
OpenAI and Nvidia's multi-billion pound investment in UK data centre infrastructure represents a massive opportunity for the companies that build, equip, and power these advanced facilities. This creates a ripple effect across the entire data centre value chain, from semiconductor manufacturers to utility providers.
What You Need to Know
This group spans the complete data centre ecosystem - from the chips that power AI processing to the real estate trusts that own the facilities, and the utilities that keep them running. It's a comprehensive play on the physical infrastructure needed for Britain's AI future.
Why These Stocks
These companies were handpicked by professional analysts as key players positioned to benefit from this significant capital injection. Each represents a different piece of the data centre puzzle, offering exposure to sustained demand for AI and cloud infrastructure.
Group Performance Snapshot
Average 12 Month Profit
On average, analysts expect assets in this group to grow 0.99% over the next year.
Stocks Rated Buy by Analysts
14 of 16 assets in this group are rated Buy by professional analysts.
Why You'll Want to Watch These Stocks
Massive Capital Injection
OpenAI and Nvidia's multi-billion pound commitment to UK data centres represents one of the largest tech infrastructure investments in British history. This level of capital deployment could create sustained demand across the entire supply chain.
AI Infrastructure Boom
As AI becomes more central to business operations, the demand for powerful data centres is exploding. These companies are positioned at the heart of this technological transformation, from the chips that power AI to the facilities that house them.
Complete Value Chain Coverage
This isn't just about one company or sector - it's exposure to every critical piece of the data centre puzzle. From semiconductor giants to utility providers, these picks cover all the bases for Britain's AI infrastructure build-out.
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
Consumer Sentiment Drop (Four-Month Low) Aids Retailers
A sharp drop in consumer sentiment to a four-month low indicates that households, especially lower and middle-income ones, are feeling financial pressure. This creates an investment opportunity in discount and off-price retailers, which stand to gain as consumers shift their spending to value-oriented stores.
Satellite Giants Unite: The Next Chapter for Europe
Three of Europe's top aerospace companies are nearing a deal to merge their satellite units, creating a €10 billion joint venture. This strategic consolidation is poised to bolster Europe's competitiveness in the global space race, creating opportunities for companies in the satellite technology supply chain.
Play Store Competition | Investment Opportunities
A court ruling has forced Google to open its Play Store to competitors, a major victory for Epic Games. This development creates an investment opportunity in companies poised to benefit from a more competitive app and payment ecosystem.
Frequently Asked Questions
Everything you need to know about the product and billing.