A financial publication highlighted a low‑expense fund that invests in firms building data centers, presenting it as an alternative to direct investment in AI chip manufacturers. As AI adoption accelerates, demand for data center capacity is rising, making the underlying infrastructure a key beneficiary of the AI boom. The unnamed fund, data center construction and real‑estate companies, and investors seeking AI‑related exposure. Capital may increasingly flow into infrastructure‑focused funds and data center projects, while chip‑centric stocks could see relatively slower inflows. The article points out a fund that holds companies constructing data centers, offering a low‑cost way to gain exposure to the physical infrastructure underpinning AI growth. It argues that while AI chipmakers attract headlines, the real bottleneck and opportunity lie in the facilities that house those chips. By highlighting a 0.47% expense ratio fund, the piece suggests a shift in investor focus toward the real‑estate and construction side of the AI value chain.
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