By Anthony Di Pizio, The Motley Fool
Publication Date: 2026-05-19 16:05:00
Running artificial intelligence (AI) software requires an astronomical amount of computing capacity, which is typically delivered via large, centralized data centers. This infrastructure is powered by thousands of specialized chips and networking components, which are supplied by semiconductor companies like Micron Technology, Advanced Micro Devices, Broadcom, Nvidia, and Intel.
Nvidia CEO Jensen Huang believes that data center operators could spend up to $4 trillion on AI infrastructure per year by 2030, so this is the biggest financial opportunity in the semiconductor industry’s history.
|
Will AI create the world’s first trillionaire? Our team just released a report on a little-known company, called an “Indispensable Monopoly,” providing the critical technology Nvidia and Intel both need. |
The iShares Semiconductor ETF (NASDAQ: SOXX) is an exchange-traded fund (ETF) that exclusively invests in suppliers of chips and computing components. It has…