GE Vernova (GEV), one of the key suppliers of power equipment and grid infrastructure, just delivered a breakout quarter that underscores how quickly AI is reshaping the energy landscape.
Artificial intelligence is an energy story.
As hyperscale data centers expand globally, the electricity required to power AI workloads is surging. That shift is creating a powerful second-order investment theme: the infrastructure behind AI power generation, electrification and grid modernization.
For investors looking beyond semiconductors, a growing group of ETFs offers exposure to the companies enabling this transformation.
Below are five ETFs positioned to benefit from the AI-driven power demand boom.
ETF | Ticker | Focus Area | Expense Ratio |
Defiance AI & Power Infrastructure ETF | AIPO | AI + power infrastructure | 0.69% |
Utilities Select Sector SPDR Fund | XLU | U.S. utilities | 0.08% |
Global X Uranium ETF | URA | Nuclear energy | 0.69% |
First Trust Clean Edge Smart Grid Infrastructure ETF | GRID | Grid + electrification | 0.56% |
ALPS Clean Energy ETF | ACES | Renewable energy | 0.55% |
ETF | Ticker | YTD Return | 1-Year | 3-Year Annualized |
Defiance AI & Power Infrastructure ETF | AIPO | 31.19% | N/A (New Fund) | N/A (New Fund) |
Utilities Select Sector SPDR Fund | XLU | 6.02% | 21.74% | 12.27% |
Global X Uranium ETF | URA | 25.77% | 151.03% | 47.47% |
First Trust Clean Edge Smart Grid Infrastructure ETF | GRID | 18.16% | 65.24% | 24.29% |
ALPS Clean Energy ETF | ACES | 6.69% | 63.99% | -6.59% |
AIPO ETF is one of the most targeted ways to invest in the intersection of AI and energy.
The fund focuses on companies tied to:
As AI scales, the constraint is increasingly electricity. AIPO is built to capture that shift directly.
XLU ETF provides exposure to large U.S. utilities, many of which are becoming critical partners to hyperscale data centers.
Key tailwinds:
For investors seeking lower volatility and income, XLU offers a more defensive way to play AI’s power needs.
URA ETF provides exposure to uranium miners and nuclear fuel supply chains.
Nuclear energy is gaining renewed attention because it offers:
As AI demand accelerates, nuclear is increasingly viewed as a critical long-term solution.
