Artificial Intelligence

Three ETFs targeting humanoid robotics and physical AI, compared on cost, concentration and geography.

The AI Bottlenecks ETF looks past the best-known AI names to companies positioned at the memory, optics, power, and semiconductor constraints slowing the industry's expansion.

Thematic water ETFs could offer another way to invest in the infrastructure constraints emerging from the rapid buildout of AI data centers.

Kenneth Wong, CIO and Co-Founder of xETFs, discusses the firm's approach to ETF innovation and how the xETFs Korea AI Semiconductor ETF (KSMH) targets the broader ecosystem behind the AI-driven memory upcycle.

Kristof Gleich explains why AI is moving beyond a technology theme and emerging as a new framework for investing across the ecosystems reshaping the global economy.

Two of the largest and best-performing artificial intelligence thematic ETFs go head-to-head in this week’s ETF comparison.

High demand for AI data centers, DRAM, and NAND flash storage has created a severe supply shortage, and these ETFs have been major beneficiaries so far.

Clough Capital’s CEO Vince Lorusso explains why rising dispersion and AI-led disruption may be creating fertile ground for active equity strategies.

As AI power demand surges, Big Tech is turning to nuclear energy — creating new opportunities in data center cooling and mission-critical HVAC infrastructure.