Asian stocks recently reacted to the launch of OpenAI’s GPT-6 model, with South Korean tech shares moving higher as investors focused on artificial intelligence. That spotlight keeps attention on British companies tied to AI chips, software and cloud tools. If you feel you might be late to this shift, you are not. This article highlights three UK listed AI related stocks from our screener that may be worth a closer look.
The three UK AI related stocks covered below are only a small sample from our screen, which surfaced 15 more businesses directly tied to chips, software and cloud infrastructure that are not discussed here but have similarly detailed stories behind them. To see the full list and pressure test your own ideas against a broader field of ChatGPT related plays, head straight to the Artificial Intelligence/ AI Stocks screener to identify, filter and analyze candidates that best fit your conviction and risk profile.
Overview: Cerillion is a telecom software specialist that supplies billing, charging, CRM and AI powered analytics tools to communications providers worldwide.
Operations: Cerillion generated £22.6 million from Software, £17.8 million from Services and £2 million from Other activities in its latest period.
Market Cap: £291 million
Cerillion matters for this AI focused list because its Business Insights tool and AI infused product catalogue plug machine learning directly into telecom billing and customer management workflows.
"Although Cerillion has a record £82 million back order and a doubling of new orders to about £40 million in the half year, the timing of license recognition has already contributed to a 14% decline in revenue and a 41% decline in adjusted profit before tax."
The key issue for Cerillion’s next chapter is how the unresolved pressure around AI driven product uptake affects margins and renewal cycles.
That pressure on margins and renewals is only half the story, and the full narrative for Cerillion shows how Cerillion’s AI billing engine could turn today’s order backlog into tomorrow’s momentum.
Overview: Bytes Technology Group helps organisations move to the cloud and secure their systems, selling AI capable software, hardware and services that support large language model deployment.
Operations: Bytes Technology Group generated about £220.6 million from its IT solutions provider segment, with most revenue coming from the United Kingdom and smaller contributions from Europe and the rest of the world.
Market Cap: £951 million
Bytes Technology Group matters for this AI focused screen because its cloud migrations, hybrid infrastructure and AI centric security tooling are the plumbing behind many customers’ ChatGPT style projects.
"The expansion of their cloud base in public and corporate sectors and strategic focus on AI-powered software products suggests potential for significant revenue growth as demand for these technologies increases."
How profitability changes when vendor incentives shift, and how that affects the economics of each new AI workload, will be crucial for investors watching Bytes.
That pricing power question is only the start, and the full narrative for Bytes Technology Group maps how Bytes Technology Group’s cloud and AI exposure could reshape its margin story.
Overview: AdvancedAdvT runs AI based healthcare intelligence, compliance and automation software, alongside broader cloud business platforms and workforce tools.
Operations: AdvancedAdvT generated about £53.4 million from Internet Software & Services, with all reported revenue coming from the United Kingdom.
Market Cap: £232 million
AdvancedAdvT plugs directly into the AI healthcare theme through accreditation and compliance tools that already handle real medical workflows. The share price currently reflects rich P/E multiples and low current returns, so sentiment around those AI products could shift quickly if any unseen pressure on profitability starts to ease or intensify.
Those valuation swings can cut both ways, so check the 2 key rewards and 2 important warning signs to see what might be quietly building behind AdvancedAdvT’s AI pipeline.
Fresh opportunities can emerge quickly while attention focuses on the latest AI breakout. Consider ways to capture momentum before it becomes widely followed, while it is still under the radar.
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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