• 6 min read
• Published on 13 September 2026
Hey! We are Nemo.
Nemo, short for Never Miss Out, is a mobile investment platform that delivers curated, data-driven investment ideas to your fingertips. It offers commission-free trading across stocks, ETFs, crypto, and CFDs, along with AI-powered tools, real-time market alerts, and themed stock collections called Nemes.
Download the App
Scan the QR code to download the Nemo app and start investing on Nemo today
Published on 12 September 2026
Read article
Published on 12 September 2026
Read article
Published on 12 September 2026
Read article
Published on 11 September 2026
Read article
The Scale Shock. Microsoft is aiming to nearly triple its computing footprint, locking in a massive Microsoft data center capacity 2032 target of 38 gigawatts. This is not a drill. It's a fundamental shift in how the firm plans to build out its Microsoft AI infrastructure over the next decade.
The Hardware Hustle. Smart capital is watching the suppliers building the guts of these facilities. You can't run these massive systems without immense computing power, meaning demand for Nvidia Broadcom AI chips might stay elevated as these new sites finally come online.
The Durable Cycle. A long-term commitment to AI data center capex creates a steady pipeline of orders, shifting the narrative away from short-term hype. You can explore this theme with small amounts and build a diversified portfolio using a regulated broker, accessing fractional shares without paying commissions.
The Gridlock Threat. Building the facilities is one thing, but plugging them in is another. Strained local energy grids could cause severe delays, and heavy depreciation might weigh on profitability. Growth isn't guaranteed, and you could lose money if this massive spending cycle unexpectedly cools down.
I have been watching corporate vanity projects for decades. Most of them fizzle out before the ink on the press release is dry. But every now and then, a number crosses my desk that makes me nearly spill my morning tea. Microsoft wants to build 38 gigawatts of data centre capacity by 2032. That is not a modest server upgrade. That is enough electricity to power small European nations.
To me, this reveals a stark truth about the technology sector. In 2022, artificial intelligence was largely viewed as a clever parlour trick. Then, one chat interface changed everything. Now, Microsoft is locking in years of concrete, steel, and energy contracts.
They are not building for today, they are hoarding infrastructure for tomorrow.
This kind of multi-year planning suggests sheer panic about being left behind, coupled with ruthless ambition. If you want to understand where the smart capital could be flowing, you have to look at the companies selling the picks and shovels. This is why AI Infrastructure Stocks (Data Centre Expansion) have become such a pivotal theme for anyone watching the markets.
You cannot conjure 38 gigawatts of computing out of thin air. You need silicon. Nvidia remains the obvious focal point here. Their graphics processing units are the de facto brain tissue of these modern facilities. If Microsoft truly triples its footprint, it stands to reason they might need to buy a staggering number of GPUs to fill those empty racks.
However, a pile of expensive chips is entirely useless if they cannot communicate. Thousands of processors need to talk to each other at blistering speeds. Broadcom sits quietly in the shadows, weaving the complex networking cables and bespoke silicon that allow these machines to act as one cohesive mind. As the physical footprint grows, the demand for networking backbone could expand right alongside it.
Of course, I must play the spectre at the feast. Investing is never a safe bet, and this particular narrative is fraught with hazard.
Where on earth will Microsoft find the electricity. Our power grids are already ossified and groaning under daily demand. Permitting delays or energy shortages could easily derail this utopian timeline.
Furthermore, you have to consider the ruthless maths of capital expenditure. Spending billions on infrastructure only works if the software eventually pays for it. If these massive data centres do not generate actual profits, the resulting margin crush could be brutal. A sudden pullback in spending might leave chipmakers holding the bag, and you may lose money if the music unexpectedly stops. The AI transition is undeniably fascinating, but it demands a pragmatic eye. Tread carefully, do your homework, and never assume the hype is invincible.
View the full Basket:AI Infrastructure Stocks (Data Centre Expansion)
View the full Basket:AI Infrastructure Stocks (Data Centre Expansion)
This article is marketing material and should not be construed as investment advice. No information set out in this article be considered, as advice, recommendation, offer, or a solicitation, to buy or sell any financial product, nor is it financial, investment, or trading advice. Any references to specific financial product or investment strategy are for illustrative / educational purposes only and subject to change without notice. It is the investor’s responsibility to evaluate any prospective investment, assess their own financial situation, and seek independent professional advice. Past performance is not indicative of future results. Please refer to our Risk Disclosure.
Published on 12 September 2026
Read article
Published on 12 September 2026
Read article
Published on 12 September 2026
Read article
Published on 11 September 2026
Read article