AI Stocks With Real Revenue From Chips Cloud And Enterprise Software

Global trade data from Taiwan shows strong export growth and a solid trade surplus driven by AI and semiconductor demand. This points to real money already flowing into the AI supply chain. Investors who ignore this shift risk missing companies at the heart of the ChatGPT and AI build out. This article highlights 3 stocks from an AI screener that focuses on chips, software, cloud and large language models.

The 3 stocks below are just a sample from this AI-focused approach, and the full screen surfaced 15 more companies with equally compelling roles in chips, software, cloud and large language models that are not covered here. To go straight to the source and identify your own highest conviction AI ideas, head into the Artificial Intelligence/ AI Stocks screener.

Cerillion (AIM:CER)

Overview: Cerillion is a London based software company that supplies billing, charging and customer management systems to telecoms operators around the world, helping them run everything from mobile and broadband bundles to smart city services and subscription platforms.

Operations: Cerillion generates most of its revenue from Software at about £22.6 million, followed by Services at about £17.8 million, with around £2 million from Other activities.

Market Cap: £279 million

Cerillion gives you exposure to the backbone software that keeps telecom billing and customer systems running, while also leaning into AI through tools like its Enterprise Product Catalogue and Business Insights analytics platform. Analysts expect double digit growth in both earnings and revenue, supported by high forecast returns on equity and a share price that sits below some value estimates. The recent focus on agentic AI for automating complex BSS and OSS workflows at industry events shows the product set is trying to stay relevant to the AI build out. The main watchpoints are funding that relies on external borrowings, a recent period of softer earnings, and high non cash earnings that investors may wish to understand more deeply.

Cerillion’s AI driven billing and analytics story looks powerful, but the real interest lies in how growth expectations, funding needs and non cash earnings all fit together in the 4 key rewards and 1 important major warning sign

Build your own AI billing and software shortlist

Cerillion and the two other stocks in this list were all picked from a single screener, but the real edge comes when you build your own filters. Use our flexible Screener to mix valuation, growth, balance sheet and risk criteria, or jump straight into any of our curated Investing Ideas.

Bytes Technology Group (LSE:BYIT)

Overview: Bytes Technology Group is an IT solutions provider that helps organisations buy, secure and manage their software and hardware, from laptops and servers to cloud, AI and cyber security services, backed by training and consulting support across the UK, Europe and beyond.

Operations: Bytes Technology Group generates almost all of its £220.6 million revenue from its IT Solutions Provider segment, with around £211.9 million coming from customers in the United Kingdom.

Market Cap: £971 million

Bytes Technology Group sits at the centre of three themes many investors care about right now: cloud, AI and cyber security. The company combines high returns on equity of 63.2% with revenue of £220.6 million and net profit margins above 20%. However, earnings softened recently, margins have edged lower and 2027 guidance points to broadly flat operating profit while costs reset. In addition, a heavy tilt toward lower margin public contracts, reliance on Microsoft rebate schemes and a board still bedding in add execution risk. Analysts are split on the stock after recent downgrades, which sets up an interesting tension between the company’s fundamentals and a more cautious outlook that is worth unpacking further.

Bytes Technology Group sits at the crossroads of AI, cloud and cyber security, yet market skepticism lingers. Get the full story in the 3 key rewards and 1 important warning sign

AdvancedAdvT (AIM:ADVT)

Overview: AdvancedAdvT is a London based software group that provides business and healthcare compliance platforms, human capital management tools and cloud based workforce management products to customers across the UK, Europe, North America and other regions.

Operations: AdvancedAdvT currently generates all of its £53.4 million revenue from Internet Software and Services, with the entire amount reported from the United Kingdom.

Market Cap: £231 million

AdvancedAdvT brings together healthcare compliance software, AI based intelligence tools and workforce management platforms, which gives it a clear link to the AI theme beyond pure infrastructure plays. Revenue reached £53.4 million in the year to February 2026, while net income was £4.61 million as margins compressed and a £5.6 million one off loss affected the bottom line. Forecast earnings growth above 30% a year and revenue growth expected to beat the wider UK market are among the factors some investors point to when assessing the potential impact of more stable margins. The catch is a low 3% return on equity, a P/E that sits well above software peers and funding that leans entirely on external borrowing rather than customer deposits.

AdvancedAdvT’s AI and compliance platform story looks like it is just getting started, yet the mix of £53.4 million revenue, £4.61 million net income and a low 3% return on equity raises big questions that only the 2 key rewards and 2 important warning signs

Seeking Fresh Alternatives Beyond AI?

New ideas get crowded fast. The strongest breakout stories often move from under the radar to flying before most investors notice. Scan these fresh lists while it matters and look for opportunities early.

• Spot resilient compounders before momentum takes off by checking companies in the 7 resilient stocks with low risk scores that still trade as if the crowd has not caught on yet.
• Explore potential upside from powerful cash generators by scanning the 7 high quality undervalued stocks while solid balance sheets and healthy cash flows are still priced like afterthoughts.
• Review reliable income streams while yields remain elevated by studying the 4 dividend fortresses before prices change and those payouts move closer to the market average.

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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