Global X ETFs launches Australia’s first Artificial Intelligence Infrastructure ETF, unlocking opportunities in the next phase of AI
Global X ETFs, Australia’s leading provider of thematic ETFs, today announced the launch of the Global X Artificial Intelligence Infrastructure ETF (ASX: AINF) — the country’s first ETF targeting the critical backbone of AI.
While AI software and semiconductor giants have become household names, the rapid global adoption of AI is triggering an unprecedented surge in demand for the essential infrastructure behind it. AINF offers exposure to these companies which include data centre, energy, and materials companies facilitating the adoption and expansion of AI technologies across the world.
“AI infrastructure refers to the raw materials, power grids, and data centres supporting AI. These sectors are a vital, but often overlooked, part of the AI value chain,” said Billy Leung, Senior Investment Strategist at Global X ETFs. “There’s been significant underinvestment in these areas, creating bottlenecks that investors can now target.”
The Urgent Need for Infrastructure Investment
Global data centre spending is forecast to exceed US$2 trillion by 2030, as AI’s energy demands continue to skyrocket. Data centres alone could consume up to 4% of the world’s electricity within the next five years. Meanwhile, key materials like copper and uranium — critical for servers, cooling systems, and energy grids — are facing increasing demand.
“AI isn’t just a digital story anymore — it’s a physical one. Massive new infrastructure is needed to power and sustain it,” Leung said. “AINF gives investors a way to access this emerging growth engine by investing in the companies building the future of AI.”
Positioned for Growing Investor Demand
In Australia, AI-focused ETFs attracted nearly $90 million in the past 12 months, with $36 million flowing in so far this year — despite broader market volatility. Globally, Global X’s AI suite has drawn more than $775 million in 2025 alone.
“Given the scale of the AI buildout underway, we anticipate AINF could attract $50 million within its first year, with broader AI ETF flows expected to exceed $80 million,” Leung added.
Expanding the Largest AI-Focused ETF Range in Australia
AINF joins Global X’s existing AI suite — GXAI, SEMI, ROBO, BUGG, ATOM, and WIRE — representing the most comprehensive AI ETF lineup in the Australian market. Global X currently manages over $10 billion across 44 strategies.
“As the AI revolution enters its next phase, we believe investors can capture opportunity by looking beyond just tech stocks to the infrastructure enabling it. With AINF, they now have a purpose-built way to do just that,” said Leung.
