3 AI Stocks Riding Real Demand For Cloud And Chip Infrastructure

Simply Wall St.

Aug 17

Singapore’s export strength in AI related electronics shows how real demand for chips and cloud hardware has become, even as many investors watch interest rates instead of AI. Money is already flowing...

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Money is already flowing...</p>\n\n<a href=\"https://simplywall.st/stocks/au/media/asx-sek/seek-shares/news/3-ai-stocks-riding-real-demand-for-cloud-and-chip-infrastruc\">Source Link</a>\n\n</div>\n","source":"simplywall_highlight","html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>3 AI Stocks Riding Real Demand For Cloud And Chip Infrastructure</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n3 AI Stocks Riding Real Demand For Cloud And Chip Infrastructure\n</h2>\n\n<h4 class=\"meta\">\n\n\n2026-08-17 20:24 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://simplywall.st/stocks/au/media/asx-sek/seek-shares/news/3-ai-stocks-riding-real-demand-for-cloud-and-chip-infrastruc><strong>Simply Wall St.</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Singapore’s export strength in AI related electronics shows how real demand for chips and cloud hardware has become, even as many investors watch interest rates instead of AI. Money is already flowing...</p>\n\n<a href=\"https://simplywall.st/stocks/au/media/asx-sek/seek-shares/news/3-ai-stocks-riding-real-demand-for-cloud-and-chip-infrastruc\">Source Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"ARTY","symbol_name":"ISHARES FUTURE AI & TECH ETF","start_time":0,"source_url":"https://simplywall.st/stocks/au/media/asx-sek/seek-shares/news/3-ai-stocks-riding-real-demand-for-cloud-and-chip-infrastruc","article_id":"2660743535","we_media_id":null,"thumbnails":["https://images.simplywall.st/asset/industry/4300003-choice1-main-header/1585186588101"],"rights":{"source":"simplywall_highlight","url":"https://simplywall.st/stocks/au/media/asx-sek/seek-shares/news/3-ai-stocks-riding-real-demand-for-cloud-and-chip-infrastruc","rn_cache_url":null,"directOrigin":true},"url":"https://stock-news.laohu8.com/highlight/detail?id=2660743535","pubTimestamp":1786969484,"columns":[],"sourceInfo":{"source_id":"simplywall_highlight","name":"Simply Wall St."},"weMediaInfo":null,"summary":"Singapore’s export strength in AI related electronics shows how real demand for chips and cloud hardware has become, even as many investors watch interest rates instead of AI. 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Money is already flowing toward the infrastructure that powers tools like ChatGPT. This creates a window for investors who want exposure to this theme. This article highlights 3 AI stocks from the screener that align with this trend. The three stocks discussed below are only a sample of the opportunities linked to this AI build out, and the full screen surfaced 16 more companies with equally compelling narratives that are not covered here. To identify your own high conviction ideas, head straight to the Artificial Intelligence/ AI Stocks screener. AdvertisementSEEK (ASX:SEK) SEEK is a Melbourne based online employment marketplace that connects job seekers with employers across Australia, New Zealand, Asia and several international regions. The company generates most of its revenue from Employment Marketplaces in ANZ at about A$945 million, with a further A$254 million coming from its Employment Marketplaces in Asia, where it is pushing deeper with products like AI targeted ads and on demand staffing platform Sidekicker. SEEK has a market cap of roughly A$5.4b, which puts it firmly in mid to large cap territory on the ASX. SEEK sits at the intersection of AI, recruitment and on demand work. This is an area where many investors are looking for long term structural themes. The core ANZ marketplace is already sizeable, while an under-penetrated Asian business and tools like Sidekicker and AI powered ad products create additional levers if digital hiring keeps spreading. The catch is that SEEK is still loss making, carries a meaningful debt load and is leaning heavily on higher pricing and product upgrades to offset softer job ad volumes, especially in ANZ. For investors, the interest lies in whether this mix of AI driven products and Asian expansion can outweigh funding risks and recent earnings pressure. SEEK’s AI push in hiring and on demand work could be masking a very different story in its funding and earnings mix. Before deciding how that balance stacks up, scan the 2 key rewards and 2 important warning signs ASX:SEK Revenue & Expenses Breakdown as at Aug 2026 Build your own AI driven hiring shortlist SEEK and the two other stocks in this article all came from a single Simply Wall St screener, but the real edge is in setting filters that match how you like to invest. Use our customisable Screener to combine valuation, growth, balance sheet and risk filters, or tap into our curated Investing Ideas. Xero (ASX:XRO) Xero is a Wellington based software company that offers cloud accounting, payroll, payments and related tools for small businesses and their advisors through a single platform. The business generates about NZ$2.8b from providing online solutions to this segment, with products like Planday, Hubdoc, Syft and Melio extending Xero into scheduling, document capture, reporting with AI insights and automated bill payments. Xero has a market cap of roughly A$13.9b, which places it firmly in large cap territory on the ASX. Investors watching AI in real world workflows may find Xero interesting because it already sits inside the financial operations of thousands of small businesses and is steadily weaving AI into that data stack. Features like Syft’s AI insights, JAX integrations into Microsoft 365 and an agent powered payments network through Melio give Xero multiple ways to turn usage into higher value services. The catch is that margins have compressed, the P/E is very high relative to peers and funding relies on higher risk external borrowing, all while management is still bedding down a relatively new leadership team. For investors who think AI will be a co pilot to accountants rather than a replacement, Xero’s mix of scale, product depth and execution risk warrants a closer look. Xero’s AI powered workflow and payments story is accelerating, yet many investors still focus on its high P/E and funding mix. Get the full context in the analyst forecasts for Xero ASX:XRO P/E Ratio as at Aug 2026 CAR Group (ASX:CAR) CAR Group runs online vehicle marketplaces and related data, finance and inspection services across Australia, New Zealand, Brazil, South Korea, Latin America, North America and other regions. Revenue is anchored in Australia at about A$518 million, with meaningful contributions from North America at around A$327 million and Latin America at roughly A$253 million, plus A$145 million from Asia and smaller investment income. The company has a market cap of about A$11.4b, which places CAR Group firmly in large cap territory on the ASX. Investors watching AI in real assets may keep CAR Group on the radar because it blends a high margin digital marketplace with AI powered inspection, lead management and payments tools that sit directly on vehicle transactions. FY2026 revenue of A$1.25b and net income of A$313.69 million indicate that this is already a sizeable, profitable platform. The trade off is a higher debt load and a dividend that is not yet comfortably covered by earnings, which raises questions about how funding and payouts might evolve if growth slows. If you want to see how this mix of earnings strength and balance sheet risk lines up against expectations, the full CAR Group story goes much deeper than these headlines. CAR Group’s AI powered marketplace and solid earnings profile could be hiding a bigger story in its debt and dividend trade off. Get the fuller picture through the 3 key rewards and 2 important warning signs ASX:CAR Revenue & Expenses Breakdown as at Aug 2026 Curious About Alternative Stock Paths Fresh ideas do not stay under the radar for long. Once momentum builds, potential breakout stocks can get caught flying higher. Scan these picks before the crowd and act now.  Spot potential income anchors and stress test payout reliability across the 3 dividend fortresses while yields still look appealing and prices have not fully caught up. Track early movers in digital assets by screening the 20 cryptocurrency and blockchain stocks before sentiment swings and valuations start dropping or momentum moves away from you. Hunt for under the radar operators on the 11 high quality undiscovered gems so you see fresh stories while they still trade like overlooked opportunities, not crowded favorites.   This article by Simply Wall St is general in nature. We provide commentary based on historical data\n        and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your\n        financial situation. We aim to bring you long-term focused analysis driven by fundamental data.\n        Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material.\n        Simply Wall St has no position in any stocks mentioned.New: AI Stock Screener & AlertsOur new AI Stock Screener scans the market every day to uncover opportunities.• Dividend Powerhouses (3%+ Yield)• Undervalued Small Caps with Insider Buying• High growth Tech and AI CompaniesOr build your own from over 50 metrics.Explore Now for FreeHave feedback on this article? Concerned about the content? Get in touch with us directly. Alternatively, email editorial-team@simplywallst.com","kind":"highlight","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":false,"editions":null,"column":"","sentiment":"1","news_tag":"","news_rank":0,"isVideo":false,"video":null,"symbols":[],"gpt_button":0,"need_auth":false,"need_login_tip":false,"code":"91000000","status":"200"}}}