How investors can profit from the AI value chain, with Billy from Global X
In this episode, Owen speaks with Billy from Global X about the evolving artificial intelligence (AI) value chain and how investors can access the investment opportunities across semiconductors, infrastructure (like data centres), and commercial AI applications. Discover how ETFs like AINF and GXAI can offer diversified exposure to these megatrends.
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Show Notes
In this Australian Investors Podcast episode, your hosts Owen Rask and Billy from Global X discuss:
- The full AI value chain - from hardware to monetisation
- Why investing in AI isn’t just about chips anymore
- Real-world robotics and automation examples from China
- How investors can access AI through ETFs
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Topics Covered
- Breaking down the AI value chain: hardware, infrastructure, and software
- Real-world robotics: UBTech’s humanoid robots in EV factories
- Why infrastructure and monetisation are the next big frontiers
- How ETFs like AINF and GXAI give investors AI exposure
📄 Learn more about AI investing & Global X ETFs:
AINF ETF (Artificial Intelligence & Big Data)
GXAI ETF (Global X Artificial Intelligence)
Explore Global X's Thematic ETFs
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