Beyond Tech: How Infrastructure ETFs are Cashing in on the AI Supercycle

Key Takeaways AI-driven data center power demand is boosting infrastructure firms and ETFs. VRT, ETN, PWR and GEV report surging orders, backlogs, and growth tied to power and cooling needs.AIPO and POWR offer diversified exposure, with returns up to 42.2% over the past year. The spotlight of the artificial intelligence (AI) revolution has long belonged to the "brains", the hyperscalers building cloud empires and the chipmakers powering AI algorithms. However, beneath the surface of the AI boom lies a less ...