Jasmine Birtles
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How to Invest in AI’s Backbone: The Hidden Winners of the AI Revolution
Ruby Layram
23rd Sep 2025
The AI hype is no longer just about ChatGPT or flashy tech startups. It’s about the infrastructure, the unseen engines, that power the AI economy. While the spotlight often shines on companies like Nvidia and OpenAI, the real investment opportunities lie in the industries and companies that are integrating AI into their core operations.
Nvidia’s recent announcement to invest up to $100 billion in OpenAI is a testament to the growing demand for AI infrastructure. This partnership aims to deploy at least 10 gigawatts of Nvidia systems for OpenAI’s next-generation AI infrastructure, including the Vera Rubin platform. The first gigawatt is expected to be deployed in the second half of 2026.
However, while Nvidia provides the hardware, the real value lies in how companies across various industries are leveraging AI to enhance their operations.
Understanding AI’s backbone is key to finding ‘secret’ investing opportunities that could put you ahead of the curve!
Let’s take a look.
AI in Unexpected Places
Let’s take a look at some of the ‘backbone’ companies that are driving the AI industry without you even realising it!
1. Better Home & Finance (BETR)
Better Home & Finance is revolutionising the $15 trillion mortgage industry by integrating AI into its operations.
The company is using AI to streamline the mortgage process, making it more efficient and accessible. This innovative approach has garnered attention, with shares soaring nearly 47% recently.
2. TUI Group (TUI1.DE)
TUI, Europe’s largest tour operator, is harnessing AI to optimise its operations and enhance customer experiences.
The company has reaffirmed its annual and mid-term financial targets, citing stable demand despite market challenges.
Shares rose by 2.5% following the announcement.
3. Kingfisher (KGF.L)
Kingfisher, the parent company of B&Q and Screwfix, is utilising AI to improve inventory management and customer service.
The company reported a 10.2% increase in first-half profits and is accelerating its £300 million share buyback program.
4. Raspberry Pi (RPI.L)
Raspberry Pi is leveraging AI to enhance its product offerings and expand into new markets.
Despite a 6% decline in first-half revenue, the company reported a 21% increase in direct sales of single-board computers and Compute Modules.
Why This Matters for Investors
Focusing solely on AI hardware companies like Nvidia may lead you to build a narrow portfolio. Instead, it’s wise to spread your bets across various types of AI companies, offering exposure to a variety of use cases.
Looking beyond the big players is also a great way to invest in AI companies that haven’t yet reached their ‘peak’. The AI landscape still has a lot of room for growth, and companies that manage to implement the technology effectively could see some serious gains over the next few years!
How to Know If an AI Company Has Potential?
Look for companies that are not just experimenting with AI but are generating measurable revenue from it. Rapid growth in revenue, recurring contracts, or long-term partnerships (like Nvidia’s multi-gigawatt deal with OpenAI) is a strong signal that the business model can scale.
It’s also a good idea to dig into the technological foundations. AI success often comes down to data and technology. Companies with proprietary algorithms, exclusive datasets, or custom hardware tailored for AI workloads are better positioned to fend off competitors.
Investors should also look for businesses with a roadmap showing when and how revenue will translate into sustainable profits.
By assessing these factors, you can separate the hype from genuine long-term potential and make smarter investment decisions in the AI sector.
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Disclaimer: MoneyMagpie is not a licensed financial advisor and therefore information found here, including opinions, commentary, suggestions or strategies, are for informational, entertainment or educational purposes only. This should not be considered as financial advice. Anyone thinking of investing should conduct their own due diligence. When investing your capital is at risk.
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