Here’s a bold statement: the AI revolution isn’t just about algorithms and software—it’s about the physical backbone that powers it all. And this is the part most people miss: the real bottleneck for AI isn’t the code; it’s the electricity, the data center space, and the infrastructure to deliver it. While everyone’s talking about Nvidia, Microsoft, and other tech giants, the unsung heroes are the companies building and leasing the data centers and digital infrastructure that make AI possible.
But here’s where it gets controversial: most AI-themed ETFs are still heavily focused on software and semiconductors, missing the massive opportunity in the physical infrastructure that’s driving the AI boom. Hyperscalers like Amazon, Microsoft, and Alphabet are pouring $350 billion into this space this year alone, yet many investors are overlooking the landlords and operators who are cashing in on these deals.
Enter the Global X Data Center & Digital Infrastructure ETF (DTCR), a rare fund that delivers exactly what its name promises: pure exposure to the physical assets powering the AI revolution. Unlike other ETFs that dilute their focus with chipmakers or software companies, DTCR targets data center real estate investment trusts (REITs) and digital infrastructure operators. These companies lease space and power to hyperscalers on long-term contracts, providing predictable cash flows and a direct stake in the AI buildout.
Why does this matter? Because the infrastructure spending wave is just beginning. By 2030, global AI-related infrastructure spending is projected to hit $3 trillion to $4 trillion, covering chips, data centers, and power grids. Companies like Equinix and Digital Realty Trust, two of DTCR’s top holdings, are already established players with global footprints and strong relationships with hyperscalers. They’re not speculative bets—they’re proven operators with existing infrastructure and multiyear lease contracts.
But here’s the catch: while DTCR offers stability and diversification, it trades some upside potential compared to single-operator stocks. It’s not as volatile as companies like Applied Digital or Iris Energy, but it provides a safer way to tap into the data center cash flows that hyperscalers are locked into paying. If you’re looking for full-stack exposure, you might need to pair it with a power grid ETF, but for most investors, DTCR alone is a solid play on AI infrastructure.
Thought-provoking question: Are investors too focused on the software side of AI, missing the massive opportunity in the physical infrastructure that’s actually enabling it? Let us know your thoughts in the comments below. And if you’re convinced, DTCR might just be the ETF to add to your portfolio—it’s up 35% year-to-date as of November 2025, with a reasonable 0.5% expense ratio and a P/E ratio of 34. The AI revolution needs more than code—it needs concrete, power, and space. DTCR gives you a front-row seat to that transformation.
