Tap Into 2026 AI Infrastructure Gains With This High-Growth ETF

Core Insights - The AI sector is expected to deliver significant productivity and earnings gains in 2026, particularly for companies outside the Magnificent Seven, contingent on the scaling of AI applications across industries [2] - The expansion of data centers and digital infrastructure presents a compelling investment opportunity, although selecting individual winners in this space can be risky [2][3] Industry Growth Projections - The global data center market is projected to grow at a compound annual growth rate (CAGR) of 11.2% from 2025 to 2030, increasing from over $347 billion in 2024 to an estimated $652 billion by 2030 [4] - The AI infrastructure market is forecasted to experience a CAGR of 30.4% from 2024 to 2030, with its market size expected to rise from over $35 billion in 2023 to more than $223 billion by the end of 2030 [5] Regional Insights - North America holds a significant share of the data center market at 40%, with the software data center segment anticipated to grow at a CAGR of 12.5% during the forecast period [5] - The AI infrastructure market in the United States accounts for nearly 89% of the revenue share, while the Asia Pacific region is identified as the fastest-growing area [6] Investment Opportunities - The Global X Data Center & Digital Infrastructure ETF (NASDAQ: DTCR) is positioned to benefit from the growth in both the data center and AI infrastructure markets, providing exposure to companies operating at the intersection of these sectors [3][7]