{"id":442901,"date":"2026-02-24T11:36:07","date_gmt":"2026-02-24T11:36:07","guid":{"rendered":"https:\/\/www.newsbeep.com\/uk\/442901\/"},"modified":"2026-02-24T11:36:07","modified_gmt":"2026-02-24T11:36:07","slug":"up-35-in-a-week-is-this-uk-ai-growth-stock-the-next-nvidia","status":"publish","type":"post","link":"https:\/\/www.newsbeep.com\/uk\/442901\/","title":{"rendered":"Up 35% in a week, is this UK AI growth stock the next Nvidia?"},"content":{"rendered":"

It has been an exciting few days for Raspberry Pi (LSE:RPI<\/a>) investors. After going public in 2023, the much-hyped growth stock hasn\u2019t quite lived up to some people\u2019s expectations, falling 43% in the last year. However, the share price has rocketed in February, based on chatter around the potential AI use cases for company products. Is this just hype, or is there a bigger play here?<\/p>\n

\"Night<\/p>\n

Image source: Getty Images<\/p>\n

Increased chatter<\/p>\n

A key driver of the recent surge has been growing excitement that devices made by Raspberry Pi could become useful hardware for running lightweight AI models locally, rather than relying on cloud servers. <\/p>\n

Enthusiasm has spread among developers after demonstrations showed that certain open-source AI agents and small language models can run on the company\u2019s low-cost, single-board computers. This created the perception that Raspberry Pi could play a larger role in the AI build-out than previously thought.<\/p>\n

Further to this, confirmation came through that CEO Eben Upton bought \u200cstock in the company. It only amounted to \u00a313,224, but was another sign that the management team believe in the future of the business, along with the potential indication that the stock\u2019s undervalued<\/a> (hence why the CEO\u2019s buying).<\/p>\n

Tempering excitement<\/p>\n

The move has certainly put the stock back on investors\u2019 radar, but I feel we need to take a breath. On the hardware side, it\u2019s important to note that we haven\u2019t yet seen any concrete evidence of a large commercial demand shift. Sure, the products are cheaper than competitors\u2019, but price isn\u2019t the only factor in the decision-making process for large buyers.<\/p>\n

The CEO\u2019s purchase is small relative to the business\u2019s market-cap<\/a> (\u00a3800m). I don\u2019t really see this as a huge pledge of support from the CEO. If it were 10 times the size, it\u2019s a different story!<\/p>\n

Interestingly, the business commented on the share price surge saying: \u201cThere\u2019s nothing from \u200bthe company side beyond what\u2019s already \u200bin the public domain\u201d. To me, this highlights that the move\u2019s based on speculation, rather than anything concrete.<\/p>\n

The AI race<\/p>\n

I don\u2019t see the company as the next Nvidia. I do get the argument that if running AI locally on low-powered devices takes off, we could see a surge in demand at Raspberry Pi, as we did with GPUs for Nvidia. However, Raspberry Pi doesn\u2019t have the same level of hardware, software power or scale as Nvidia has (or had a few years back).<\/p>\n

In terms of share price performance, I think Raspberry Pi can continue to do well this year. However, investors will want to start to see financial performance improve, to show that speculation around demand is filtering through to revenue. I\u2019m not going to rule out strong stock gains in a similar way we saw with Nvidia in the past, but we\u2019ll certainly need some evidence to convince more people to invest. <\/p>\n

On that basis, I\u2019m putting the stock on my watchlist, but will be holding off investing right now.<\/p>\n","protected":false},"excerpt":{"rendered":"It has been an exciting few days for Raspberry Pi (LSE:RPI) investors. After going public in 2023, the…\n","protected":false},"author":2,"featured_media":263799,"comment_status":"","ping_status":"","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[20],"tags":[554,733,4308,86,56,54,55],"class_list":["post-442901","post","type-post","status-publish","format-standard","has-post-thumbnail","category-artificial-intelligence","tag-ai","tag-artificial-intelligence","tag-artificialintelligence","tag-technology","tag-uk","tag-united-kingdom","tag-unitedkingdom"],"_links":{"self":[{"href":"https:\/\/www.newsbeep.com\/uk\/wp-json\/wp\/v2\/posts\/442901","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/www.newsbeep.com\/uk\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/www.newsbeep.com\/uk\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/www.newsbeep.com\/uk\/wp-json\/wp\/v2\/users\/2"}],"replies":[{"embeddable":true,"href":"https:\/\/www.newsbeep.com\/uk\/wp-json\/wp\/v2\/comments?post=442901"}],"version-history":[{"count":0,"href":"https:\/\/www.newsbeep.com\/uk\/wp-json\/wp\/v2\/posts\/442901\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/www.newsbeep.com\/uk\/wp-json\/wp\/v2\/media\/263799"}],"wp:attachment":[{"href":"https:\/\/www.newsbeep.com\/uk\/wp-json\/wp\/v2\/media?parent=442901"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.newsbeep.com\/uk\/wp-json\/wp\/v2\/categories?post=442901"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.newsbeep.com\/uk\/wp-json\/wp\/v2\/tags?post=442901"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}