Powering The AI Revolution
Alphabet is boosting its capital expenditures to build out its AI and cloud infrastructure, signaling a broader industry trend. This creates an investment opportunity in the companies that supply the essential hardware and components for the AI revolution.
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.
About This Group of Stocks
Our Expert Thinking
Tech giants like Alphabet are dramatically increasing their capital spending to build AI and cloud infrastructure. This massive industry-wide buildout creates a direct opportunity for companies that supply the essential hardware, from advanced semiconductors to specialized data center equipment. We're seeing the foundation being laid for the next generation of artificial intelligence.
What You Need to Know
This group focuses on the companies that form the backbone of AI infrastructure expansion. These businesses supply everything from high-performance chips and networking equipment to data center hardware and cloud services. As tech leaders pour billions into AI capabilities, these suppliers are positioned to benefit from increased demand across the entire hardware value chain.
Why These Stocks
Each company in this collection was handpicked by professional analysts for their role in the AI infrastructure buildout. From chip designers like NVIDIA to data center operators and cloud service providers, these stocks represent key beneficiaries of the current AI spending cycle. They're the companies making the AI revolution physically possible.
12 Month Growth Potential
Use the growth calculator to see how much investing in these assets could return over one year.
If you invested across these assets:
in 12 months it could be worth:
+49.67%
Group Performance Snapshot
Average 12 Month Profit
On average, analysts expect assets in this group to grow 49.67% over the next year.
Stocks Rated Buy by Analysts
12 of 15 assets in this group are rated Buy by professional analysts.
Why You'll Want to Watch These Stocks
The AI Arms Race Is Heating Up
Tech giants are pouring billions into AI infrastructure, creating massive demand for the companies that build the hardware. This spending wave is just getting started as competition intensifies.
Infrastructure Boom In Motion
From data centers to specialized chips, the physical foundation of AI is being built right now. These companies are the picks and shovels of the AI gold rush, positioned to benefit regardless of which AI applications win.
Expert-Selected Winners
Professional analysts handpicked these stocks across the entire AI hardware value chain. Each company plays a crucial role in making artificial intelligence possible, from chip design to cloud services.
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 Caution: Value Prevails
A sharp drop in consumer sentiment, driven by persistent inflation fears, signals a potential shift in household spending. This theme focuses on companies poised to benefit as consumers prioritize essential goods and seek value.
Refining a New Opportunity: Venezuelan Crude Returns
Following a renewed U.S. license, Chevron has resumed oil shipments from Venezuela, creating a new supply of heavy crude for the market. This development presents a potential investment opportunity in U.S. refiners and logistics firms positioned to benefit from this strategic shift.
Consumer Strength: The Retail Rebound
A surprising surge in U.S. retail sales, driven by strong automotive and home furnishing purchases, signals continued consumer strength despite economic headwinds. This theme focuses on retailers and manufacturers in these key discretionary sectors that are benefiting from the robust consumer demand.
Frequently Asked Questions
Everything you need to know about the product and billing.