Tech Breaking
Power-hungry AI datacentres are starting to reshape the UK’s energy grid, and the Teesside project is a clear signal that this is moving from concept to concrete. That shift could influence the fortunes of listed utilities, contractors and infrastructure specialists tied into substations, transmission kit and grid upgrades. This piece highlights three stocks that appear exposed to the Teesside news and explains why each might warrant closer examination.
The stocks covered next are just a first cut, and the full screen on this theme surfaced 12 more UK-listed infrastructure players with equally compelling stories around power, grids and datacentres that are not included here. To identify and analyze the highest conviction opportunities in this corner of the market, go straight to the UK AI and Datacentre Infrastructure Enablers screener . Flowtech Fluidpower (AIM:FLO) Overview: Flowtech Fluidpower distributes hydraulic and pneumatic components and assembles fluid power systems that support industrial infrastructure projects, including datacentre cooling and mechanical installations.
Operations: Flowtech Fluidpower generates most of its roughly £130 million revenue in Great Britain at about £93 million, with Ireland and Benelux contributing smaller but meaningful shares. Market Cap: £50.7 million Flowtech Fluidpower plugs directly into the screener theme as a supplier of hydraulic and pneumatic assemblies used in datacentre cooling and wider industrial power projects. The Teesside substation and broader UK grid build out could feed demand for this type of equipment, but margins and cash generation still depend on how one unseen pressure develops.
That hidden squeeze on profitability makes it worth scanning the 2 key rewards and 1 important warning sign before margins either catch a tailwind or come under heavier strain. AIM:FLO Revenue & Expenses Breakdown as at Nov 2026 Volex (LSE:VLX) Overview: Volex manufactures power and connectivity hardware, including high speed data centre cables and power cords, for global equipment makers. Operations: Volex generates revenue mainly from North America at about $645 million, with Europe at roughly $439 million and Asia around $158 million.
Market Cap: £1.02 billion Volex matters for this screener because its cables and connectivity hardware sit in the core infrastructure of AI datacentres, where reliable power distribution and fast data links are non negotiable. "Volex is increasing exposure to higher complexity, high mix work in areas like data centers and complex industrial technology." The key question for Volex is how a relatively quiet shift in its business mix translates into durable margins as AI projects expand. That margin question is exactly what the full narrative for Volex unpacks, including how Volex’s mix shift could be accelerating strengths or quietly masking future pressure.
LSE:VLX Revenue & Expenses Breakdown as at Nov 2026 Invinity Energy Systems (AIM:IES) Overview: Invinity Energy Systems builds large-scale vanadium flow battery storage that helps utilities, datacentres and industry keep power reliable for long periods. Operations: Invinity Energy Systems currently earns its £9 million revenue entirely from selling batteries and battery systems for large-scale energy storage. Market Cap: £62.6 million Invinity Energy Systems matters for this AI and datacentre infrastructure theme because long duration storage can steady grids that are feeding power hungry facilities, especially when those facilities rely heavily on intermittent renewable generation.
"One key risk stood out, and that is the need for Invinity to maintain access either directly or indirectly to the raw materials required for their batteries, vanadium being of particular importance." What happens to Invinity’s appeal to datacentre operators if a single assumption about long term input costs or supply chain resilience breaks? If that assumption snaps, read the full narrative for Invinity Energy Systems to see how Invinity Energy Systems could still turn storage economics and AI power demand into an accelerating opportunity. AIM:IES Earnings & Revenue History as at Nov 2026 Seeking Fresh Alternatives Beyond Teesside?
Some of the sharpest breakouts start quietly, then move fast once the crowd catches on. Scan these fresh lists while the data still matters and look at them early. Identify cash generative businesses before momentum moves away by using the curated 14 high quality undervalued stocks that balances quality, value and financial resilience.
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Source: Simply Wall St
