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Food prices in the UK could climb even further if the chancellor raises taxes on supermarkets at the next budget, the industry has warned.
Supermarket bosses, including those at Tesco, Asda, Sainsbury’s and Morrisons, have said in a letter to Rachel Reeves that households would “inevitably feel the impact” of potential tax rises on the sector.
“If the industry faces higher taxes in the coming budget – such as being included in the new surtax on business rates – our ability to deliver value for our customers will become even more challenging, and it will be households who inevitably feel the impact,” they wrote in the joint letter.
“Given the costs currently falling on the industry, including from the last budget, high food inflation is likely to persist into 2026. This is not something that we would want to see prolonged by any measure in the budget.”
Pressure is mounting on the chancellor to increase taxes on the budget on 26 November to help to plug a shortfall in public finances.
Supermarkets have complained that they were hit hard at the last budget, when Reeves announced a £25bn increase in employer national insurance contributions and a 6.7% rise in the “national living wage”. The changes came into effect this April.
The British Retail Consortium (BRC) said it was concerned that big shops could also face much higher business rate tax bills if they were included in the government’s new additional tax for properties with a rateable value of more than £500,000.
Helen Dickinson, chief executive of the BRC, said exempting supermarkets from this surtax would help keep food inflation under control.
“The chancellor has rightly made tackling inflation her top priority, and with food inflation stubbornly high, ensuring retail’s rates burden doesn’t rise further would be one of the simplest ways to help,” she said.
“This would not cost the taxpayer a penny, with large office blocks and industrial plants, for whom business rates is a smaller proportion of their costs, paying a little more.”
Official data shows that UK inflation was unchanged last month at 3.8%, with annual food price inflation easing from 5.1% in August to 4.5% in September. It was the first time this rate has slowed since March.
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However, the cumulative effect means that grocery bills are much higher compared with a few years ago.
The letter, which was also signed by bosses at Aldi, Lidl, Marks & Spencer, Waitrose and Iceland, added that addressing “retail’s disproportionate tax burden would send a strong signal of support for the industry and of the government’s commitment to tackling food inflation”.
A Treasury spokesperson said: “Tackling food inflation is a priority, which is why we’re boosting incomes through increasing the national living wage, lowering business rates for butchers, bakers and other shops, and sticking to our fiscal rules to bring inflation down.”
It is understood the government takes the view that even if a property’s rateable value increases, the way the system works means that its bill could still go down.
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AI data centers typically operate at 20 to 40 kilowatts per rack, with designs targeting 50 to 100 kilowatts or more; however, many can’t break ground because the grids lack sufficient capacity.
Power bottlenecks favor physical infrastructure companies over software optimization.
These businesses capture spending before chips get installed, creating revenue tied to AI deployment regardless of architecture.
10 stocks we like better than Vertiv ›
Artificial intelligence (AI) has an energy problem that software can’t solve. Racks of Nvidia H100-class systems commonly run 20 to 40 kilowatts, and many new AI designs target 50 to 100 kilowatts or more with liquid cooling. The result: Hyperscalers are choosing data center locations based on power grid capacity rather than tax breaks or fiber access, and utility companies are scrambling to upgrade transmission infrastructure that wasn’t designed for industrial computing loads.
This power constraint is creating winners in unglamorous businesses. Thermal management specialists are designing cooling for unprecedented heat densities. Electrical equipment makers are building distribution gear that stabilizes sudden graphics processing unit (GPU) power surges. Specialty contractors are constructing transmission lines that must be completed before facilities can break ground.
Image source: Getty Images.
These three AI infrastructure plays capture unavoidable costs that scale with every new AI cluster, regardless of which chip architecture ultimately dominates.
Vertiv(NYSE: VRT) designs and manufactures thermal management systems, power distribution units, and turnkey modular data center halls for AI deployments. The company’s cooling solutions address the challenge of AI racks that commonly run 20 to 40 kilowatts, with many designs targeting 50 to 100 kilowatts or more compared to the 5 to 15 kilowatts traditional server racks produce, requiring both air-cooled and liquid-cooled architectures.
Q3 2025 results showed strong performance, with raised full-year guidance reflecting order backlog tied directly to AI infrastructure builds. The equipment sales model creates multiyear revenue visibility as cooling systems require regular maintenance and eventual replacement, while new data center construction drives incremental demand from hyperscalers, colocation providers, and enterprise customers.
Eaton(NYSE: ETN) manufactures electrical power distribution equipment, backup power systems, and control software for commercial and industrial customers, including data centers. The company’s data center portfolio includes uninterruptible power supplies, power distribution units, switchgear, and busway systems that manage electricity from the utility connection down to individual server racks.
Eaton recently launched detection and control systems designed to manage the sudden power bursts GPU clusters create when hundreds of processors spin up simultaneously. The systems address grid-to-chip instability that wasn’t a concern in traditional server environments, where power draw remained relatively constant.
The company’s ability to deliver integrated power solutions from utility-level gear through rack distribution creates a competitive advantage in complex builds, while decade-plus replacement cycles for major power gear generate recurring service revenue alongside new construction demand.
Quanta Services(NYSE: PWR) provides specialty contracting services for electric power, pipeline, and communications infrastructure, including the design and construction of transmission lines and substations.
The company’s electric power division handles the large-scale projects utility companies need to complete before hyperscalers can energize AI campuses. This work includes building high-voltage transmission lines, upgrading substations to handle increased load, and installing transformers that step down power from transmission voltages to usable levels.
Recent revenue growth and a raised 2025 outlook reflect contracts tied to grid modernization projects that utility companies must complete before data centers can break ground. Quanta captures infrastructure spending that happens months or years before the first GPU gets racked, with multiyear project timelines providing visibility into revenue beyond 2026.
These three AI spillover stocks won’t move in lockstep. Quanta’s revenue lumps with project milestones, Eaton’s business extends beyond data centers, and Vertiv faces competition from legacy HVAC manufacturers. But the physics work in each company’s favor: AI clusters need power delivery and thermal management before any software runs.
Furthermore, the AI power bottleneck isn’t temporary. As AI workloads scale and new architectures emerge, the constraint remains: Every processor needs electricity and cooling. These three capture infrastructure spending that happens regardless of whether future AI runs on Nvidia GPUs, custom accelerators, or architectures that don’t even exist yet.
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George Budwell has positions in Nvidia. The Motley Fool has positions in and recommends Nvidia and Quanta Services. The Motley Fool has a disclosure policy.
3 AI Infrastructure Stocks Solving the Power Crisis was originally published by The Motley Fool
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