Microsoft's decision to pull the plug on its anchor AI data centre deal with Nscale has thrown fresh light on a less glamorous but critical piece of the story: the UK's power grid. While neocloud operators fight for funding and contracts, electricity networks and equipment providers still control the literal on switch for AI. This piece walks through three UK Power and Grid Infrastructure Enablers exposed to that shift and why they deserve a closer look right now. The stocks covered below are just a starter pack for thinking about UK grid exposure. The full screen surfaced 26 more companies with equally detailed stories that are not covered here.
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