UK data centre capacity set to nearly triple if approved
A potential major expansion of data-centre capacity would materially increase future demand for power equipment, cooling systems, and IT hardware.
Source →The trace
How it reaches your house.
Starting from Servers and cloud hardware, we walked the supply graph hop by hop to the goods you buy and the companies you own. Each step is the engine’s reasoning, scored for confidence and cited where a source backs it.
First impact
Servers and cloud hardware →Stands to benefitA major increase in data-centre capacity means more server procurement, which directly lifts demand for server CPUs.
95% confidenceServers and cloud hardware →Stands to benefitMore data-centre buildout requires more servers, and server memory demand rises with it.
94% confidenceServers and cloud hardware →Stands to benefitServer Chassis and Power Infrastructure
Expanding data-centre capacity increases demand for server enclosures and the supporting power hardware that goes with them.
Hop 2
Server CPU (x86 Xeon/EPYC) →Stands to benefitIntel supplies 63% of x86 server CPUs, so a buildout that lifts server demand should increase Intel CPU shipments and revenue.
94% confidenceASCO Power Technologies (Schneider Electric) →Stands to benefitAutomatic Transfer Switch (ATS)
A UK data-centre buildout would increase demand for critical power-switching gear, and ASCO's ATS line has a large disclosed share, so this product category should benefit directly.
92% confidenceServer CPU (x86 Xeon/EPYC) →Stands to benefitHop 3
Automatic Transfer Switch (ATS) →Stands to benefitASCO Power Technologies (Schneider Electric)SU
UK data-center expansion should raise ATS orders, and ASCO's 45% share makes this the clearest beneficiary.
86% confidenceIntel Corporation →Prices riseA major UK data-centre buildout would lift demand for server CPUs, and Intel’s 63% share plus 12-month replacement time makes the market meaningfully tighter.
86% confidenceAdvanced Micro Devices (AMD) →Prices rise
Where it lands
What you buy, and what you own.
Goods you buy
No consumer goods on this path.
Companies you may own
ASCO Power Technologies (Schneider Electric)2308.TWQuanta ComputerVRTSuper Micro Computer (Supermicro)6669.TWINTCAMD005930.KSHXSCLMicron TechnologyAmpere ComputingSUETNGNRCASCO Power Technologies (Cummins)Kohler Power Systems
Tap a company to see what it told the SEC could break it.
In the MyPRIA app, this is checked against your own holdings.