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5 Best AI ETFs To Capture Massive Infrastructure Capex Spending

2025-10-08 19:59:49 英文原文

Summary

  • AI hyperscaler capex is set to nearly triple to $1.4T by 2027, fueling a multi-year demand wave for semiconductors and infrastructure.
  • Top AI ETFs - SMH, XSD, SOXX, WTAI and SMHX - offer diversified or targeted exposure to leading beneficiaries of the AI infrastructure buildout.
  • All five highlighted ETFs earn Buy Quant ratings, with strong momentum, low expenses, and high liquidity, making them attractive for both short- and long-term investors.
  • Pairing core semiconductor ETFs with broader or more focused AI funds allows investors to capture the capex supercycle while managing risk and diversification.
  • I am Steven Cress, Head of Quantitative Strategies at Seeking Alpha. I manage the quant ratings and factor grades on stocks and ETFs in Seeking Alpha Premium. I also lead Alpha Picks, which selects the two most attractive stocks to buy each month, and also determines when to sell them.
Server racks full of routers, switches and servers aligning on both sides of an aisle of a data center. Illustration of the concept of cloud computing and infrastructure as a service (IaaS)

Dragon Claws/iStock via Getty Images

AI Hyperscalers’ Capex Expected to Triple to $1.4T by 2027

Massive capital expenditure is expanding, from hyperscaler "AI factories" to thermal systems and grid upgrades, creating a multi-year demand wave. Almost daily, we hear news of another multi-billion-dollar AI infrastructure deal, the latest of which includes

Analyst’s Disclosure:I/we have no stock, option or similar derivative position in any of the companies mentioned, and no plans to initiate any such positions within the next 72 hours. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it. I have no business relationship with any company whose stock is mentioned in this article.

Seeking Alpha's Disclosure: Past performance is no guarantee of future results. No recommendation or advice is being given that any particular security, portfolio, transaction or investment strategy is suitable for any specific person. The author is not advising you personally concerning the nature, potential, value or suitability of any particular security or other matter. You alone are solely responsible for determining whether any investment, security or strategy, or any product or service, is appropriate or suitable for you based on your investment objectives and personal and financial situation. Steven Cress is the Head of Quantitative Strategy at Seeking Alpha. Any views or opinions expressed herein may not reflect those of Seeking Alpha as a whole. Seeking Alpha is not a licensed securities dealer, broker or US investment adviser or investment bank.

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摘要

AI hyperscalers' capital expenditure (CAPEX) is projected to nearly triple to $1.4 trillion by 2027, driving sustained demand for semiconductors and infrastructure. Top AI ETFs such as SMH, XSD, SOXX, WTAI, and SMHX are recommended due to their strong momentum, low expenses, high liquidity, and diversified or targeted exposure to leading beneficiaries of the AI buildout. Steven Cress from Seeking Alpha highlights these funds with Buy Quant ratings for both short- and long-term investment strategies.

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