# How to Invest in AI Beyond the Chipmakers

Page: https://stenobird.com/podcast/the-weekly-money-clip-6866050/how-to-invest-in-ai-beyond-the-chipmakers
Text version: https://stenobird.com/podcast/the-weekly-money-clip-6866050/how-to-invest-in-ai-beyond-the-chipmakers.md
Podcast: [Biz Talk Today TV](https://stenobird.com/podcast/the-weekly-money-clip-6866050)
Published: 2026-06-08T23:56:00+00:00
Episode link: https://traffic.megaphone.fm/FPMN8100263020.mp3
Audio file: https://traffic.megaphone.fm/FPMN8100263020.mp3
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JSON: https://stenobird.com/v1/public/podcasts/the-weekly-money-clip-6866050/episodes/how-to-invest-in-ai-beyond-the-chipmakers
Duration seconds: 1612

## Resource

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…

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## Transcript

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