AI driven demand is already showing up in global trade, with semiconductor related exports helping support manufacturing and tech profits in parts of Asia. That ripple effect reaches the chips, cloud and software companies powering tools like ChatGPT. If you care about where that spending could concentrate next, this article walks through 3 stocks from our AI Stocks screener that sit at the heart of that theme.
The stocks below are just a starting sample from our AI Stocks idea, and the full screen surfaces 15 more companies with equally compelling narratives that are not covered here. To identify and analyze your own highest conviction plays across chips, cloud, software and LLMs, head straight to the Artificial Intelligence/ AI Stocks screener .
Cerillion (AIM:CER)
Overview:Cerillion is a telecom focused software company that supplies billing, charging and customer management systems, with a growing AI angle through its Business Insights analytics platform and AI based Enterprise Product Catalogue for telecom operators. These tools are used to turn large volumes of customer and network data into practical decisions and to design and manage complex service bundles in the AI and ChatGPT era.
Operations:Cerillion generates most of its revenue from Software at about £22.6 million and Services at about £17.8 million, with a smaller Other segment contributing about £2 million.
Market Cap:£284 million
Cerillion may appeal if you are looking for AI exposure that is tied to real workloads inside telecom networks rather than headline grabbing chatbots. Its AI powered Business Insights and Enterprise Product Catalogue are designed to help operators price, bundle and run services more intelligently. In addition, June's Agentic AI demos at TM Forum's DTW Ignite 2026 indicate that the company is pushing into autonomous agents for complex connectivity and supply chain problems. Forecasts for double digit revenue and earnings growth, healthy margins and strong returns on equity are part of the current market narrative, although the high share of non cash earnings, funding profile and recent softer H1 results mean you may wish to pay attention to how quickly these AI products convert into durable cash flows.
Cerillion's AI push into real telecom workloads is gaining attention, yet many investors still treat it as a plain billing software story. Get the full context in the analyst forecasts for Cerillion and see what the forecasts might be missing.
Bytes Technology Group (LSE:BYIT)
Overview:Bytes Technology Group is an IT solutions provider that helps organisations buy, deploy and manage software, security, AI and cloud platforms, including the AI enabled licenses, subscriptions and hybrid infrastructure that support large language models and enterprise AI workloads.
Operations:Bytes Technology Group generates about £220.6 million in revenue from its IT Solutions Provider segment, with most of this coming from customers in the United Kingdom alongside smaller contributions from Europe and the rest of the world.
Market Cap:£989.2 million
Bytes Technology Group is worth a closer look if you want exposure to the AI and cloud transformation without owning chip or model developers directly. The company is a key Microsoft partner in the UK and is already rolling out AI enabled tools like Copilot. This ties its fortunes to how quickly enterprises adopt practical AI inside their existing software stacks. Forecasts point to solid revenue growth, strong returns on equity and high quality earnings, but there are real trade offs. Reliance on major vendors, pressure from cloud marketplaces and an unstable dividend record all matter here. If you care about how AI software spending flows through the value chain, this is a business you may not want to ignore.
Bytes Technology Group is already plugged into the AI rollout through Copilot and hybrid cloud, yet the full story does not stop there. Get the full Simply Wall Street analysis report for Bytes Technology Group
AdvancedAdvT (AIM:ADVT)
Overview:AdvancedAdvT is a London based software company that focuses on healthcare intelligence and compliance tools, including AI based healthcare intelligence, accreditation and intelligent process automation software that helps providers analyze data, automate workflows and support decision making, alongside a broader suite of business and workforce management platforms.
Operations:AdvancedAdvT generates about £53.4 million in revenue from its Internet Software & Services business, all of which currently comes from customers in the United Kingdom.
Market Cap:£234.3 million
AdvancedAdvT may appeal to investors who want AI exposure that is rooted in real life healthcare workflows rather than chatbots. The company combines AI powered healthcare intelligence and compliance software with a broader internet software and services business. Its shares currently trade below one internal fair value estimate, while analyst forecasts indicate expectations for faster earnings growth. Profit margins recently narrowed and a large one off loss has made near term results more volatile, so readers need to consider whether current pricing reflects those risks or underestimates the value of its healthcare AI platform as automation becomes more widely used.
AdvancedAdvT's healthcare AI platform and recent share pricing hint at a story where earnings volatility may be masking something bigger. Get the full context in the Simply Wall Street full narrative for AdvancedAdvT
Seeking Fresh Alternatives Beyond AI?
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This article by Simply Wall St is general in nature. We provide commentary based on historical data 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 financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. Simply Wall St has no position in any stocks mentioned.
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