IBM's latest earnings revealed that its AI business is a powerful growth driver, even as its stock dipped on concerns about its cloud unit. This dynamic underscores a broader investment opportunity in companies providing the essential software and infrastructure for enterprise AI adoption.
Published on October 23
Enterprise AI adoption is accelerating rapidly, with businesses investing heavily in the foundational technologies these companies provide. You're looking at the infrastructure powering the next wave of digital transformation.
Whilst everyone focuses on flashy AI applications, these companies provide the essential software, data platforms, and infrastructure that make enterprise AI possible. They're positioned to benefit regardless of which specific AI trends emerge.
From IBM's strong AI earnings to increasing enterprise software spending, multiple factors are driving demand for these technologies. Professional analysts have identified these as key beneficiaries of the enterprise AI revolution.
IBM's recent earnings highlighted a crucial insight: whilst AI divisions are driving exceptional growth, the market is intensely focused on companies providing the foundational technologies for enterprise AI adoption. This creates opportunities in the 'picks and shovels' of the AI ecosystem - the essential software, data platforms, and infrastructure that businesses need to deploy AI solutions successfully.
This group focuses on companies across the enterprise AI value chain, from data management and analytics services to high-performance computing infrastructure. These are growth-oriented technology firms positioned to benefit from accelerating digital transformation as businesses increasingly adopt artificial intelligence solutions in their operations.
Each company was handpicked by professional analysts based on their integral role in enabling enterprise AI adoption. They represent key players providing specialized AI software, essential data management platforms, analytics services, and the computing infrastructure required to run complex AI models that businesses depend on.
Structured market capitalisation data for the basket, used to generate investor-facing interpretation and key takeaways.
IBM: $262.74B
SNOW: $83.86B
NOW: $195.83B
Get the full story on this Basket. Read our detailed article on its risks and potential.
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Part of Exinity Group 2015, serving over a million customers globally.
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SK Hynix has unveiled a record-breaking 40 trillion won share buyback fueled by soaring demand for its AI memory chips. This historic capital return creates a compelling investment theme centered on high-bandwidth memory producers and the specialized equipment manufacturers that enable their advanced production.
Home Depot's recent earnings beat highlights consistent consumer spending on smaller household repair and maintenance projects. This ongoing trend presents promising opportunities for various home improvement retailers and building material suppliers.
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Here are a few of the assets in this group. Create an account to unlock the full list.
On average, analysts expect assets in this group to grow 66.46% over the next year.
10 of 16 assets in this group are rated Buy by professional analysts.
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:
+66.46%
