As AI demand explodes, these companies provide the essential building blocks - from advanced chips to data centres. You're not just betting on one winner, but the entire ecosystem powering this transformation.
While everyone talks about Nvidia, smart investors are looking at the broader supply chain. These companies could benefit from the same AI boom that's driving record earnings across the sector.
Each stock was carefully selected by analysts who understand the AI value chain. From memory makers to software platforms, these aren't random picks - they're strategic positions in tomorrow's technology.
This basket's total market capitalisation is $9.31T and is heavily anchored by a small number of very large-cap constituents. That concentration gives the basket a predominantly large-cap profile, with implications for stability and market correlation.
NVDA: $4.53T
GOOGL: $3.53T
ASML: $398.47B
Nvidia's record-breaking earnings reveal the massive capital flowing into AI infrastructure. This creates opportunities beyond just one company - we've identified the entire ecosystem of businesses building the foundation for AI's future, from chip makers to data centre operators.
This group focuses on companies providing essential AI infrastructure rather than just AI applications. These businesses supply the semiconductors, servers, memory, and data centre solutions that make AI possible. It's a tactical approach to capturing the broader technological shift.
Each company was handpicked by professional analysts for their critical role in the AI value chain. From ASML's chip-making equipment to Micron's memory solutions, these stocks represent the infrastructure backbone that powers artificial intelligence across industries.
Nvidia's record-breaking earnings, fueled by unprecedented data center demand, underscore the explosive growth in artificial intelligence. This surge creates a compelling investment opportunity among companies providing essential AI infrastructure, from semiconductors to data center solutions.
Published on November 20
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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:
+96.98%
On average, analysts expect assets in this group to grow 96.98% over the next year.
14 of 17 assets in this group are rated Buy by professional analysts.
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