How to Invest in AI Beyond the Chipmakers

Artificial Intelligence may still be in the first inning of one of the most transformative investment cycles in modern history. On this episode of ⁠The Money Path⁠, host Todd M. Schoenberger sits down with Adam Patti, CEO of VistaShares, to explore why the AI Supercycle is much bigger than semiconductors—and why investors may be overlooking some of the most important opportunities developing beneath the surface. Adam explains why global AI spending continues to accelerate as hyperscalers invest hundreds of billions of dollars into data centers, compute power, transmission infrastructure, and electrification projects designed to support the next generation of artificial intelligence. The discussion dives deep into the VistaShares Artificial Intelligence Supercycle ETF (AIS) and the VistaShares Power & Infrastructure ETF (POW), examining how AI is creating massive demand not only for chips and servers, but also for cooling systems, fiber optic networks, transformers, power generation, and grid modernization. ⚡ Why Adam believes AI is still in the first inning 🏗️ The global AI infrastructure buildout 💻 Data centers, semiconductors, and compute power 🔌 The overlooked electrification and transmission opportunity 📈 Why power infrastructure may be the next AI investment boom 🏭 The AI arms race between the U.S., China, and Europe 🌎 The future of AI-related capital expenditures 🚀 How VistaShares identifies opportunities beyond Nvidia ⚙️ GE Vernova, Corning, Vertiv, and other AI ecosystem beneficiaries 🔋 Grid modernization and America's aging power infrastructure ☁️ Hyperscaler spending and the future of AI growth 🔭 Elon Musk's vision for space-based data centers and what's realistic If you're looking to understand where the next phase of the AI investment cycle may emerge, this is a conversation you won't want to miss. 🔗 Website: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://biztalktodaytv.com⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ 📧 Contact on Email: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠[email protected] ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ 📲 Download the Biz Talk Today TV app on Apple & Android devices. 📢 Disclaimer: The views and opinions expressed on this program are those of the hosts and guests and do not necessarily reflect the official policy or position of CrossCheck Media Inc., Biz Talk Today TV (BTT), or their affiliated entities and distribution partners. Content produced by CrossCheck Media across video, audio, and digital platforms is provided for informational and educational purposes only. Nothing presented should be construed as financial, investment, legal, tax, or gambling advice, nor as a recommendation to buy or sell any security, asset, wager, or strategy. All investments and wagers involve risk, including the possible loss of principal or money placed on a bet. Past performance and statistical analysis are not indicative of future results. Viewers and readers are solely responsible for their financial and wagering decisions and should conduct their own due diligence and consult with qualified professionals where appropriate. #TheMoneyPath #AdamPatti #VistaShares #AIS #POW #ArtificialIntelligence #AIInvesting #Nvidia #DataCenters #PowerGrid #Electrification #Semiconductors #GEVernova #Corning #InfrastructureInvesting #ETFInvesting #TechnologyStocks #EnergyInfrastructure #StockMarket #ToddSchoenberger #BizTalkTodayTV Learn more about your ad choices. Visit megaphone.fm/adchoices