Artificial intelligence (AI) is rapidly becoming one of the most powerful forces shaping the global economy. While it’s already embedded in everyday tools like search engines, social media, and chatbots, the real opportunity is what comes next. AI will only become more advanced, more widely adopted, and more deeply integrated across industries.
For investors, the challenge isn’t whether AI matters, but how to invest in it. ETFs offer a simple way to gain exposure without having to pick individual winners.
Here are four ways to invest in AI using ETFs, including a range of Global X options.
1. Invest directly in AI (thematic ETFs)
The most targeted way to invest in AI is through thematic ETFs that focus specifically on companies developing and using the technology.
The Global X Artificial Intelligence ETF (GXAI) provides exposure to a broad range of companies across the AI value chain, from software and big data to hardware and applications. This means you’re not relying on a single company but instead investing in the overall growth of AI.
For investors with strong conviction in AI as a long-term theme, this approach offers a clear and focused entry point.
2. Invest in the infrastructure powering AI
Behind every AI application is a significant amount of infrastructure, from data centres to the chips that process vast amounts of information.
The Global X Artificial Intelligence Infrastructure ETF (AINF) focuses on the companies enabling AI at scale, including those involved in data infrastructure, cloud computing, and hardware.
Similarly, the Global X Semiconductor ETF (SEMI) targets one of the most critical components of AI: semiconductors. These chips are the “brains” behind AI systems, and demand is expected to grow as AI adoption accelerates.
This “picks and shovels” approach focuses on the foundations of AI, rather than the end applications.
3. Invest in automation, robotics, and next-gen AI applications
AI doesn’t just live in software. It is increasingly being applied in the physical world.
The Global X ROBO Global Robotics & Automation ETF (ROBO) invests in companies involved in robotics and automation, capturing how AI is used in industries like manufacturing, logistics, and healthcare.
Taking it a step further, the Global X Humanoid Robotics ETF (HMND) provides exposure to companies developing humanoid robots, a more futuristic application of AI that could transform industries over time.
4. Combine AI exposure within a broader portfolio
While not listed above, it’s worth noting that AI exposure can also come indirectly through broader portfolios, particularly those with a tilt towards technology and innovation.
However, using a combination of the ETFs above can also help investors build a diversified AI allocation. For example, pairing a core AI fund like GXAI with infrastructure (AINF or SEMI) and application-focused funds (ROBO or Humanoid ETF) can provide exposure across different parts of the value chain.
