Forget the AI ​​hype, these ASX ETFs are backing the real winners of the boom

While investors obsess over artificial intelligence winners, smart money is quietly flowing into ASX ETFs like Global X US Infrastructure ETF (ASX: PAVE) And Vanguard FTSE Europe Shares ETF (ASX:VEQ). They provide insight into the real assets driving the next phase of global growth.

It is part of a broader shift known as the HALO strategy – heavy assets, low obsolescence. And unlike the fast-paced world of software, this approach focuses on companies that own the physical backbone of the economy.

Think about energy networks, transportation networks and industrial systems. The kind of assets that are not only essential, but also incredibly difficult to replace.

Let’s take a closer look at the ASX ETFs targeting the infrastructure powering the AI ​​boom.

Global X US Infrastructure ETF

This ASX ETF is aimed at US-listed companies engaged in infrastructure development, many of which will directly benefit from the increase in spending related to AI, electrification and…