Powering The Cloud: The AWS Build-Out
Amazon's recent earnings beat was powered by strong growth in its cloud computing division, AWS, prompting a $100 billion investment in AI and cloud infrastructure. This move signals a major opportunity for companies that provide the essential hardware and software for building out the next generation of data centers.
About This Group of Stocks
Our Expert Thinking
Amazon's massive $100 billion investment in AI and cloud infrastructure creates a ripple effect across the entire data centre ecosystem. When tech giants expand their cloud operations, they need specialised hardware, networking equipment, and software solutions from trusted suppliers. This presents a clear investment opportunity in the companies that power the backbone of modern cloud computing.
What You Need to Know
This group focuses on companies across the data centre value chain - from semiconductor manufacturers and server builders to networking specialists and software providers. These businesses are positioned to directly benefit from Amazon's capital expenditure, as cloud infrastructure requires cutting-edge technology components that these firms specialise in producing.
Why These Stocks
Each company in this selection has been handpicked by professional analysts for their strategic position in the cloud infrastructure ecosystem. They represent essential suppliers that major cloud providers like Amazon rely on for their expansion plans, offering investors targeted exposure to this significant technology infrastructure build-out.
Why You'll Want to Watch These Stocks
Riding Amazon's $100 Billion Wave
Amazon's massive infrastructure investment creates direct revenue opportunities for the companies that build, power, and connect data centres. This isn't speculation - it's following the money trail of one of tech's biggest spending commitments.
AI Boom Needs Real Infrastructure
The artificial intelligence revolution requires enormous computing power and specialised hardware. These companies provide the physical foundation that makes AI possible, positioning them at the centre of tech's most important trend.
Essential Suppliers to Tech Giants
When cloud providers expand, they don't build everything themselves - they rely on specialist companies for servers, chips, networking gear, and software. These are the trusted partners that major tech companies can't operate without.
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
Financial Literacy Lagos Tech Investment Guide 2025
As Lagos embraces digital finance, understanding money management is more crucial than ever for building wealth and avoiding pitfalls. This basket offers exposure to global companies providing the educational tools, financial software, and payment technologies that shape financial services in Nigeria.
Google PayPal AI Deal: Could This Change Shopping?
Google and PayPal have announced a strategic partnership to develop AI-powered shopping and payment solutions. This collaboration creates an investment opportunity in the broader ecosystem of companies involved in AI, e-commerce, and digital payments that will support this new standard.
Fed Rate Cut Stocks: Banking Sector Risks & Rewards
The Federal Reserve's recent interest rate cut, the first of the year, has created a mixed reaction in the market. This theme focuses on companies that are poised to benefit from lower borrowing costs and increased economic activity.
Frequently Asked Questions
Everything you need to know about the product and billing.