AI Data Center Stocks: Infrastructure Buildout 2025
Microsoft's $4 billion investment in a new Wisconsin data center highlights the massive infrastructure buildout required for artificial intelligence. This creates a significant opportunity for companies that supply the essential components for these advanced facilities, from semiconductors to cooling and power systems.
About This Group of Stocks
Our Expert Thinking
Microsoft's $4 billion Wisconsin data center investment represents a massive acceleration in AI infrastructure buildout. This creates a ripple effect across the entire supply chain, from advanced semiconductors to cooling systems, as tech giants race to secure their position in the AI revolution.
What You Need to Know
These stocks represent companies across the data center value chain that supply essential components for AI facilities. This includes everything from high-performance GPUs and networking equipment to power management and cooling systems required for intensive AI workloads.
Why These Stocks
Each company has been handpicked by professional analysts for their strategic position in the AI data center supply chain. They're positioned to potentially benefit from the ongoing and expanding investment cycle as major technology firms build the physical infrastructure to power artificial intelligence.
Why You'll Want to Watch These Stocks
Massive Capital Deployment
Microsoft's $4 billion investment is just the beginning. Tech giants are pouring unprecedented amounts into AI infrastructure, creating a multi-year growth cycle for suppliers.
Essential Infrastructure Play
These companies provide the critical components that make AI possible. From advanced chips to cooling systems, they're building the backbone of the AI revolution.
Supply Chain Advantage
As demand for AI data centers explodes, companies positioned across this specialised supply chain could see sustained growth from this infrastructure boom.
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
SoftBank AI Pivot | Vision Fund Workforce Cuts Signal
SoftBank's Vision Fund is cutting its workforce to double down on artificial intelligence, signaling a major strategic shift. This pivot is expected to channel billions into capital-intensive AI infrastructure, creating a significant tailwind for companies involved in semiconductor manufacturing, data centers, and AI model development.
Live Entertainment Lawsuit: What's Next for Rivals
The FTC's lawsuit against Live Nation and Ticketmaster alleges monopolistic control and deceptive practices in the live event industry. This legal challenge could create significant opportunities for competing ticketing platforms and event promoters to gain market share.
MASH Drug Developers Could Attract M&A in 2025
Roche's $3.5 billion deal to acquire 89bio for its late-stage liver disease drug highlights the immense commercial potential seen in the MASH treatment landscape. This move could trigger a wave of investment and further acquisitions, benefiting other biotech firms with promising therapies for metabolic disorders.
Frequently Asked Questions
Everything you need to know about the product and billing.