there are ETFs that focus on AI infrastructure, targeting companies involved in building the physical and digital components necessary for AI, such as data centers, semiconductors, and cloud computing. Below are some notable options based on available information:
1. **Global X AI Infrastructure ETF**
- **Description**: This ETF invests in companies involved in AI infrastructure, including those supporting data centers, semiconductors, and other critical components for AI development. It tracks the Mirae Asset AI Infrastructure V2 Index and aims to provide exposure to 30 companies across North America, Asia, and Europe.
- **Key Details**: Launched on February 7, 2025, it uses a physical full replication strategy, investing directly in constituent stocks. It’s listed in Hong Kong with a base currency in USD but trades in HKD, which may introduce currency fluctuation risks.
- **Holdings**: Includes companies in semiconductors, cloud computing, and big data technologies.
- **Risks**: High interest costs for capital-intensive projects, regulatory changes, and challenges in raising capital during inflation or market instability.[](https://www.globalxetfs.com.hk/funds/global-x-ai-infrastructure-etf/)
2. **iShares AI Infrastructure UCITS ETF (AINF)**
- **Description**: This ETF tracks the STOXX Global AI Infrastructure Index, focusing on companies central to AI infrastructure, such as those in semiconductors, cloud computing, and big data.
- **Key Details**: Launched in late 2024, it’s listed on multiple European exchanges (e.g., London Stock Exchange, Euronext Amsterdam) with a total expense ratio (TER) of 0.35%. The index is equally weighted and rebalanced annually, with top holdings including Nvidia, Cisco, and TSMC (each ~5.3% weighting).
- **Holdings**: Emphasizes companies with exposure to AI infrastructure through patents and revenue.
- **Risks**: Capital loss risk, stock market volatility, and currency fluctuations for non-USD investors.[](https://www.etfstream.com/articles/blackrock-expands-ai-etf-range-in-double-launch)[](https://www.blackrock.com/uk/individual/products/338777/ishares-ai-infrastructure-ucits-etf)
3. **Global X Data Center & Digital Infrastructure ETF (DTCR)**
- **Description**: While not exclusively AI-focused, this ETF targets companies operating data centers and digital infrastructure critical to AI, such as those supporting communication networks. It tracks the Solactive Data Center REITs & Digital Infrastructure Index.
- **Key Details**: Launched in October 2020, it has $219.5 million in net assets and a 0.5% expense ratio. It includes 25 holdings, offering exposure to both data center operators and semiconductor companies.
- **Holdings**: Includes leading semiconductor stocks like Nvidia, Broadcom, and Super Micro Computer, alongside data center providers.
- **Relevance**: Data centers are a key component of AI infrastructure, making this ETF relevant for investors seeking exposure to AI-driven demand.[](https://www.fool.com/investing/2025/02/19/buy-ai-growth-stocks-etf-invest/)[](https://www.globalxetfs.com/funds/dtcr)
4. **VistaShares AI Infrastructure & Technology ETF (AIS)**
- **Description**: This ETF focuses on the “picks and shovels” of AI infrastructure, including data centers and global technology companies. It’s designed to capture the AI infrastructure supercycle.
- **Key Details**: Promoted on platforms like X for its focus on AI infrastructure and data centers, though specific details like index tracked or expense ratio are not fully disclosed in available data.
- **Holdings**: Likely includes companies in semiconductors, data centers, and robotics, though exact holdings are not specified.
- **Note**: Information is primarily from social media posts, so investors should verify details through official sources like the fund’s prospectus.
### Considerations:
- **Investment Focus**: These ETFs focus on infrastructure (e.g., data centers, chips) rather than AI applications or software, distinguishing them from broader AI or tech ETFs like Global X Artificial Intelligence & Technology ETF (AIQ) or Global X Robotics and Artificial Intelligence ETF (BOTZ).
- **Risks**: AI infrastructure investments face risks such as high capital costs, regulatory changes, and market volatility. Currency fluctuations may also impact returns for non-USD-based ETFs. [](https://www.globalxetfs.com.hk/funds/global-x-ai-infrastructure-etf/)[](https://www.blackrock.com/uk/individual/products/338777/ishares-ai-infrastructure-ucits-etf)
- **Performance**: Past performance varies, with newer funds like AINF and the Global X AI Infrastructure ETF lacking long-term data. DTCR has shown relevance due to the data center boom driven by AI.[](https://www.fool.com/investing/2025/02/19/buy-ai-growth-stocks-etf-invest/)
- **Diversification**: These ETFs offer global exposure (U.S., Asia, Europe), but some, like AINF, are heavily weighted toward U.S. equities or specific sectors like technology.[](https://www.etfstream.com/articles/blackrock-expands-ai-etf-range-in-double-launch)
### Recommendations:
- For targeted AI infrastructure exposure, the **iShares AI Infrastructure UCITS ETF (AINF)** and **Global X AI Infrastructure ETF** are the most direct options, focusing explicitly on AI infrastructure components.
- The **Global X Data Center & Digital Infrastructure ETF (DTCR)** is a strong choice for investors interested in data centers, a critical AI infrastructure segment, with broader digital infrastructure exposure.
- Investors should check expense ratios, holdings overlap with existing portfolios, and currency risks (especially for non-USD ETFs). For further details, review fund prospectuses at:
- Global X ETFs: https://www.globalxetfs.com
- iShares ETFs: https://www.ishares.com
- VistaShares AIS: https://x.ai (for verification, as details are limited).[](https://www.globalxetfs.com.hk/funds/global-x-ai-infrastructure-etf/)[](https://www.blackrock.com/uk/individual/products/338777/ishares-ai-infrastructure-ucits-etf)
If you’re looking for specific performance data, holdings, or comparisons, let me know, and I can dig deeper or clarify further! Would you like me to search for additional AI infrastructure ETFs or provide more details on any of these?
