RACK: The Building Block Of The AI Infrastructure Boom
The article discusses the growing demand for AI infrastructure, which encompasses various sectors beyond just software. It highlights the importance of power supply as a critical factor in this expansion, involving utilities and nuclear energy. The VanEck Data Center Supply Chain ETF, known as RACK, focuses on companies in semiconductors, nuclear energy, data center solutions, and power infrastructure.
- ▪AI infrastructure demand is extending well beyond software into chips, power, cooling, networking, and real estate.
- ▪Power is emerging as a key bottleneck, pulling utilities, nuclear energy, and grid equipment into the AI investment conversation.
- ▪RACK targets companies across four supply chain segments: semiconductors, nuclear energy, data center solutions, and power infrastructure.
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