Global X Launches AI Infrastructure ETF to Tap into Growing Demand for Critical Backbone of AI Revolution

Global X has launched the Global X Artificial Intelligence Infrastructure ETF (AINF), which targets the "critical backbone" of AI by offering exposure to companies spanning data centres, energy, and materials specialists. AINF is Australia's first ETF to target AI infrastructure, which is expected to exceed $2 trillion by 2030. The ETF aims to capture the growth in AI infrastructure and is expected to attract significant flows, with $50 million anticipated within its first year.

Global X has recently introduced the Global X Artificial Intelligence Infrastructure ETF (AINF), a pioneering investment vehicle designed to provide exposure to the critical backbone of AI infrastructure. AINF is Australia's first ETF to focus on AI infrastructure, which is projected to exceed $2 trillion by 2030. This ETF aims to capture the burgeoning growth in AI infrastructure and is anticipated to attract significant investment, with $50 million in flows expected within its first year.

The ETF targets the physical and operational infrastructure that supports AI's global expansion, including data centres, energy providers, and materials specialists. While most AI investments concentrate on chips or platforms, AINF delves deeper to invest in the essential enablers of AI, such as power grids, thermal systems, and connectivity infrastructure.

AINF offers targeted exposure to this growing opportunity through a concentrated and equally weighted portfolio of companies across energy, materials, and data infrastructure. The ETF includes companies involved in the supply of electric utilities, energy management and optimization, data centre equipment manufacturing, thermal management, and the production and refinement of Copper and Uranium used to power and operate the AI infrastructure.

The Global X Artificial Intelligence Infrastructure ETF (AINF) was launched on April 28, 2025, with a management cost of 0.57% per annum. As of April 29, 2025, the ETF had an NAV of $10.07 AUD per unit, with a total AUM of $503.3 million and 50,000 units outstanding. The ETF is domiciled in Australia and is eligible for Self-Managed Super Funds (SMSF).

The ETF's performance, as of April 29, 2025, shows a total return of 0.67% since inception, with a tracking difference of -0.01% compared to its benchmark. The top holdings include Antofagasta PLC, Amphenol Corp-A, and GE Vernova Inc., among others.

The launch of AINF coincides with a surge in AI infrastructure demand, driven by the rapid growth of data centres and the increasing complexity of AI deployments. As AI continues to transform industries, the physical infrastructure required to support its growth is becoming a major investment theme.

Investors interested in AI infrastructure can use AINF to gain diversified exposure to companies delivering the physical and operational backbone of AI's global expansion. The ETF's index methodology selects companies across three distinct sub-themes: power and energy infrastructure, data centre infrastructure, and raw materials and energy sources (Copper and Uranium). The index includes 30 companies, equally weighted across these sub-themes, with semi-annual rebalancing to maintain alignment with evolving market dynamics.

In conclusion, the Global X Artificial Intelligence Infrastructure ETF (AINF) offers a unique and diversified way for investors to access the growing AI infrastructure market. With a focus on the critical backbone of AI, AINF provides exposure to the essential enablers of AI growth, positioning itself as a compelling investment opportunity for those seeking to capitalize on the future of AI.

References:
1. [Global X Artificial Intelligence Infrastructure ETF (AINF)](https://www.globalxetfs.com.au/funds/ainf/)
2. [Alibaba Launches Powerful Qwen 3 AI Amid Rising Tech Rivalry in China](https://www.equitypandit.com/alibaba-launches-powerful-qwen-3-ai-amid-rising-tech-rivalry-in-china/)