What is Agentforce 360?

Agentforce 360 is Salesforce's $15 billion AI platform that enables humans to collaborate directly with AI agents in the workplace. Unlike traditional AI that only provides recommendations, Agentforce uses agentic AI systems that can act autonomously, make decisions, and work alongside human employees to transform business operations.

Agentic AI represents the next evolution in workplace technology where AI systems can act independently rather than just providing suggestions. These AI agents can make decisions, take actions, and collaborate directly with human workers, marking a fundamental shift from passive AI recommendations to active AI participation in business processes.

AI infrastructure stocks vs AI software stocks?

AI infrastructure stocks provide the foundational technology that powers AI applications - semiconductors, cloud platforms, and data management systems. AI software stocks develop the applications users interact with. Infrastructure companies often deliver more sustainable returns as they benefit from all AI adoption, regardless of which specific applications succeed.

Best AI infrastructure stocks 2024?

Based on Salesforce's Agentforce investment, key AI infrastructure opportunities include NVIDIA Corporation (NVDA) for essential GPU computing power, Snowflake Inc. (SNOW) for cloud data platforms that feed AI agents, and Salesforce.com Inc (CRM) as the platform driving enterprise AI adoption and creating infrastructure demand.

How to invest in AI infrastructure with small amounts?

Nemo's ADGM-regulated platform offers fractional shares starting from just £1, making AI infrastructure stocks accessible to all investors. You can build a diversified AI infrastructure portfolio through commission-free investing, spreading small amounts across multiple companies in the AI value chain without needing large capital.

AI infrastructure stocks risks?

Key risks include intense competition with new entrants constantly challenging established players, premium valuations that may prove unsustainable if growth slows, potential technology shifts that could render categories obsolete, and regulatory uncertainty as governments develop AI governance frameworks that could impact deployment timelines.

Why invest in AI infrastructure now?

Salesforce's $15 billion Agentforce commitment validates enterprise AI adoption beyond the hype cycle. Enterprise customers deploy AI at scale with multi-year contracts, creating predictable revenue streams. The convergence of stabilising interest rates, recovering enterprise budgets, and proven AI value creates ideal investment conditions.

Why is enterprise AI adoption accelerating?

Enterprise AI adoption is accelerating because companies like Salesforce are investing $15 billion in platforms like Agentforce 360, proving the business case. Unlike consumer AI experiments, enterprise customers deploy AI at scale with long-term contracts, creating sustained infrastructure demand as businesses need AI to remain competitive.

Will AI infrastructure demand continue growing?

Yes, the demand appears sustainable as major tech companies beyond Salesforce - including Microsoft, Google, and Amazon - are developing competing AI platforms. This multiplies infrastructure requirements across the industry. Once enterprises experience AI productivity gains, there's no reverting back, creating ongoing infrastructure needs.

AI infrastructure market timing 2024?

The timing appears optimal with Salesforce's $15 billion commitment validating the market transition. The next 24 months are critical as early enterprise adopters will prove the technology and encourage broader deployment. Infrastructure providers that scale efficiently during this period will capture disproportionate value.

How to buy AI infrastructure stocks on Nemo?

Nemo offers commission-free investing in AI infrastructure stocks through its ADGM-regulated platform. You can access the AI Infrastructure Stocks basket with fractional shares starting from £1, AI-driven research tools, and real-time insights to build a diversified portfolio across the AI value chain.

AI Infrastructure Stocks: Will Agentforce Drive Growth?

• 5 min read

• Published on 14 October 2025

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AI Infrastructure Stocks: Will Agentforce Drive Growth?

• 5 min read

• Published on 14 October 2025

Summary

Enterprise AI adoption, led by Salesforce's Agentforce, may drive infrastructure growth.
AI infrastructure stocks like NVIDIA and Snowflake could see surging enterprise demand.
The investment opportunity focuses on foundational tech powering the AI revolution.
Long-term enterprise contracts suggest sustainable revenue for infrastructure providers.

Zero commission trading

View the full Basket:AI Infrastructure Stocks: Will Agentforce Drive Growth?

17 Handpicked stocks

Salesforce's Big AI Gamble: Could Infrastructure Be the Real Winner?

Whenever a technology giant writes a cheque with enough zeroes to make your eyes water, it pays to ask a simple question. Where is all that money actually going? Salesforce has pledged a cool $15 billion to something it calls Agentforce 360. To me, this isn't just about fancy new software. It’s a starting pistol for an almighty scramble, and I think the real winners might not be the ones you expect.

View the full Basket:AI Infrastructure Stocks: Will Agentforce Drive Growth?

17 Handpicked stocks

The Same Old Gold Rush

Let’s be clear, the concept of an AI "agent" that can do tasks for you isn't just another software update. It’s a fundamental shift in how offices might work. Instead of an AI suggesting what you should do, these agents will just go ahead and do it. This is the kind of transformation that gets executives excited and opens up corporate wallets.

When a company like Salesforce commits that kind of capital, it creates a powerful ripple effect. It’s the oldest story in investment. During a gold rush, the smart money isn’t always on the prospectors hoping to strike it rich. It’s on the people selling the shovels, the pickaxes, and the maps. In this digital gold rush, the shovels are the servers, the chips, and the data platforms that make it all possible. Every single Salesforce customer that signs up for this new world will need a colossal amount of underlying tech to run it.

View the full Basket:AI Infrastructure Stocks: Will Agentforce Drive Growth?

17 Handpicked stocks

The Usual Suspects

So, who is selling these digital shovels? You don’t have to look far to spot the obvious candidates. NVIDIA, for instance, sits right at the centre of this web. Their graphics processing units, or GPUs, are the engines that power these AI agents. As companies deploy not one, but thousands of these agents, the demand for NVIDIA’s hardware could become quite relentless.

Then you have companies like Snowflake. An AI agent is only as clever as the data it can access. Snowflake provides the vast, organised libraries of information these agents need to consult in real time. It’s the central nervous system for the entire operation. The beauty of this, from an investor's point of view, is its predictability. Once a business is hooked on the productivity gains from AI, they can’t simply unplug it. The demand for the infrastructure that supports it becomes a long term, recurring need.

View the full Basket:AI Infrastructure Stocks: Will Agentforce Drive Growth?

17 Handpicked stocks

View the full Basket:AI Infrastructure Stocks: Will Agentforce Drive Growth?

17 Handpicked stocks

View the full Basket:AI Infrastructure Stocks: Will Agentforce Drive Growth?

17 Handpicked stocks

View the full Basket:AI Infrastructure Stocks: Will Agentforce Drive Growth?

17 Handpicked stocks

View the full Basket:AI Infrastructure Stocks: Will Agentforce Drive Growth?

17 Handpicked stocks

View the full Basket:AI Infrastructure Stocks: Will Agentforce Drive Growth?

17 Handpicked stocks

Hey! We are Nemo.

Download the App

Scan the QR code to download the Nemo app and start investing on Nemo today

Invest Today on Nemo

AI Infrastructure Stocks: Will Agentforce Drive Growth?

AI Infrastructure Stocks: Will Agentforce Drive Growth?

Summary

Salesforce's Big AI Gamble: Could Infrastructure Be the Real Winner?

The Same Old Gold Rush

The Usual Suspects

Summary

Salesforce's Big AI Gamble: Could Infrastructure Be the Real Winner?

The Same Old Gold Rush

The Usual Suspects

Beyond the Hype

Deep Dive

Market & Opportunity

Key Companies

Primary Risk Factors

Growth Catalysts

How to invest in this opportunity

Frequently Asked Questions

Recent insights

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Recent insights

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Samsung's 15% Foundry Price Hike: Korea's AI Chip Moment

Korea's Labour Peace Dividend: Why the Hyundai Wage Deal Matters to Your Portfolio

Boeing's F-15 Windfall: What $131 Billion Means for Defence Investors

Broadcom's $60-100bn Debt Gamble: What It Means for AI Chip Investors

Amazon's Drone Gamble: What 500 Cities Means for Investors

Samsung's 15% Foundry Price Hike: Korea's AI Chip Moment

Korea's Labour Peace Dividend: Why the Hyundai Wage Deal Matters to Your Portfolio

Boeing's F-15 Windfall: What $131 Billion Means for Defence Investors

Broadcom's $60-100bn Debt Gamble: What It Means for AI Chip Investors

Amazon's Drone Gamble: What 500 Cities Means for Investors

Samsung's 15% Foundry Price Hike: Korea's AI Chip Moment

Korea's Labour Peace Dividend: Why the Hyundai Wage Deal Matters to Your Portfolio

AI Infrastructure Stocks: Will Agentforce Drive Growth?

AI Infrastructure Stocks: Will Agentforce Drive Growth?

Summary

Salesforce's Big AI Gamble: Could Infrastructure Be the Real Winner?

The Same Old Gold Rush

The Usual Suspects

Summary

Salesforce's Big AI Gamble: Could Infrastructure Be the Real Winner?

The Same Old Gold Rush

The Usual Suspects

Beyond the Hype

Deep Dive

Market & Opportunity

Key Companies

Primary Risk Factors

Growth Catalysts

How to invest in this opportunity

Frequently Asked Questions

What is Agentforce 360?

What is agentic AI?

AI infrastructure stocks vs AI software stocks?

Best AI infrastructure stocks 2024?

How to invest in AI infrastructure with small amounts?

AI infrastructure stocks risks?

Why invest in AI infrastructure now?

Why is enterprise AI adoption accelerating?

Will AI infrastructure demand continue growing?

AI infrastructure market timing 2024?

How to buy AI infrastructure stocks on Nemo?

Recent insights

Boeing's F-15 Windfall: What $131 Billion Means for Defence Investors

Broadcom's $60-100bn Debt Gamble: What It Means for AI Chip Investors

Amazon's Drone Gamble: What 500 Cities Means for Investors

Samsung's 15% Foundry Price Hike: Korea's AI Chip Moment

Korea's Labour Peace Dividend: Why the Hyundai Wage Deal Matters to Your Portfolio

Recent insights

Boeing's F-15 Windfall: What $131 Billion Means for Defence Investors

Broadcom's $60-100bn Debt Gamble: What It Means for AI Chip Investors

Amazon's Drone Gamble: What 500 Cities Means for Investors

Samsung's 15% Foundry Price Hike: Korea's AI Chip Moment

Korea's Labour Peace Dividend: Why the Hyundai Wage Deal Matters to Your Portfolio

Boeing's F-15 Windfall: What $131 Billion Means for Defence Investors

Broadcom's $60-100bn Debt Gamble: What It Means for AI Chip Investors

Amazon's Drone Gamble: What 500 Cities Means for Investors

Samsung's 15% Foundry Price Hike: Korea's AI Chip Moment

Korea's Labour Peace Dividend: Why the Hyundai Wage Deal Matters to Your Portfolio

Boeing's F-15 Windfall: What $131 Billion Means for Defence Investors

Broadcom's $60-100bn Debt Gamble: What It Means for AI Chip Investors

Amazon's Drone Gamble: What 500 Cities Means for Investors

Samsung's 15% Foundry Price Hike: Korea's AI Chip Moment

Korea's Labour Peace Dividend: Why the Hyundai Wage Deal Matters to Your Portfolio