UK GDP now growing at its fastest quarterly pace in 2.5 years, with services and AI-linked activity humming, has pushed digital infrastructure and power enablers into the spotlight. When capital starts chasing the pipes and power behind AI, missing the right exposure can feel expensive. This article breaks down three UK stocks whose businesses look closely tied to that story, and why each one may deserve a closer look today.
The stocks covered next are only a sample, and the full screen on Simply Wall St surfaced 9 more UK AI-linked infrastructure and power companies with equally compelling stories that are not discussed here. If you want to move beyond a short list and quickly identify your own highest conviction angles in this theme, head straight into the UK AI-Driven Digital Infrastructure & Power Enablers screener
Cerillion (AIM:CER)
Cerillion plugs directly into the screener theme by supplying the billing, charging and customer management software that telecom operators use to run data heavy digital services. The analyst consensus Narrative on Simply Wall St outlines how its AI focused product work could shape the next leg of that story.
"Ongoing R&D investment of about 17,500 man days in 2025 and the 26.1 product release focused on Agentic AI and customer service agents, along with AI assisted development and testing, is intended to keep Cerillion competitive on digital customer experience and efficiency."
What happens to Cerillion’s margins and contract wins if a single assumption about how quickly operators modernise these systems proves too optimistic?
Cerillion develops telecom focused software that supports AI driven digital infrastructure, earning about £22.6 million from Software, £17.8 million from Services and £2 million from Other activities, and the group is valued at roughly £269 million.
If that assumption on operator urgency is wrong in either direction, full narrative for Cerillion explains how Cerillion’s contract mix, cash profile and AI rollout could still accelerate.
Made Tech Group (AIM:MTEC)
Made Tech Group helps UK government departments modernise digital services, data infrastructure and cloud-based systems, placing it within the AI-driven public sector transformation theme. The business reported £58.9 million of Computer Graphics related revenue and has a market value of roughly £74.8 million.
Made Tech Group provides exposure to the UK’s efforts to upgrade public sector data platforms, cloud services and AI-ready systems, at the intersection of government demand and AI investment. Recent contract activity and earnings results are factors that investors may monitor when assessing how departments choose to fund long-term AI infrastructure projects.
Those long term funding choices are exactly what the analyst forecasts for Made Tech Group reveal, including where expectations could be outpaced if UK departments lean harder into AI projects.
GB Group (LSE:GBG)
GB Group plugs directly into the screener’s AI-driven infrastructure theme because its identity data intelligence underpins secure logins, payments and fraud checks across cloud services. The bullish analyst Narrative on Simply Wall St focuses on one product in particular as the engine for that opportunity.
"The commercial traction of GBG Go, with more than 100 wins by the end of FY26 including large digital brands that would not have chosen legacy platforms and a pipeline of over 225 qualified leads, gives GB Group a route to higher value identity orchestration deals that could lift revenue growth and mix over the next few years."
What happens to GB Group’s earnings power if a single assumption about how quickly customers consolidate identity workflows onto one platform proves wrong?
GB Group is a £352 million identity data specialist that helps verify people and businesses, with about £175 million from Identity, £88 million from Location and £22 million from Global Fraud Solutions. This links it closely to secure AI-ready digital infrastructure.
If that shift in workflows is what you care about, the full narrative for GB Group lays out how GB Group’s identity rails could accelerate or stall from here.
Seeking Alternatives Before Everyone Else?
Fresh ideas move first. By the time momentum is flying across screens, the quiet breakout stories are already getting caught. Scan these under the radar lists now and get in early.
- Spot stronger balance sheets before sentiment shifts by scanning the list of solid balance sheet and fundamentals (9 results), which filters for sturdier finances while it still matters.
- Chase durable income while yields remain elevated with a curated batch of 4 dividend fortresses built around higher payouts that could change once demand crowds in.
- Explore real-world automation momentum by checking the hand-picked 88 robotics and automation stocks before industrial adoption stories move out of the quiet accumulation phase.
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