Four of the largest mega-cap technology companies are forecast to spend a combined $625 billion on new data centers and artificial intelligence infrastructure this year. Analysts are cautious about the impact on profits and shareholder returns. Microsoft’s stock dropped 11% due to slowing Azure cloud revenue growth and increased data center spending.

Investors can benefit from the AI infrastructure buildout by considering the Global X Data Center and Digital Infrastructure ETF (NASDAQ: DTCR), which focuses on companies in data centers, cellular towers, and related hardware. The ETF has $1.1 billion in assets under management and has provided a 13.3% return in 2026, reflecting the growing AI spending trend.

The data center construction market is expected to grow from $241 billion in 2024 to $456 billion by 2030, with a compound annual growth rate of 11.8%. Companies involved in building data centers and AI infrastructure are poised to benefit from the accelerating AI buildout. The Global X Data Center and Digital Infrastructure ETF offers exposure to this trend.

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Read more at Nasdaq: Hyperscalers Will Spend At Least $625 Billion on AI Infrastructure This Year. How to Invest.