The Best ETF for AI Infrastructure Investors

The artificial intelligence (AI) investment thesis keeps pointing back to Nvidia, Microsoft, and the other megacap names that dominate technology indexes. But the real constraint on AI deployment isn't algorithms or model improvements -- it's electricity, data center space, and the grid connections to deliver hundreds of megawatts to specific locations.Hyperscalers (the massive cloud computing companies like Amazon, Microsoft, and Alphabet) are committing $350 billion in capital spending this year alone to build the physical infrastructure that AI requires. Yet most AI-themed exchange-traded funds (ETFs) remain heavily weighted toward software and semiconductors rather than the landlords and operators capturing those infrastructure dollars.Image source: Getty Images.Continue readingWeiter zum vollständigen Artikel bei MotleyFool Weiter zum vollständigen Artikel bei MotleyFool