Overview
- New survey results indicate nearly two-thirds of investors see AI as a long‑term portfolio anchor, with over 90% of current AI stock and ETF holders intending to hold or add.
- Goldman Sachs estimates AI infrastructure outlays could reach about $527 billion in 2026, reinforcing the case for broad exposure through AI-focused ETFs.
- The Global X Artificial Intelligence & Technology ETF now manages $7.41 billion, as investors increasingly favor basket approaches while hyperscaler headline correlations ease.
- Broadcom is highlighted as a key AI chip supplier, with partnerships spanning Alphabet and OpenAI, a reported $21 billion TPU order from Anthropic, and Citigroup projecting AI revenue above $50 billion this fiscal year with another doubling in fiscal 2027.
- TSMC is described as the leading manufacturer capable of producing advanced chips at scale, a position that confers pricing power and a central role in high-end GPU and AI ASIC supply, even as Ray Dalio warns the AI surge shows early bubble traits.