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67/100 Bullish 29.04.2026 · 02:29 Finrend AI ⏱ 1 dk 👁 17 TR

5 ETFs to Benefit from the AI Power Demand Surge

The rapid proliferation of artificial intelligence technologies is increasing demand for data centers and computing power, leading to a significant surge in energy consumption. Investors are turning to various exchange-traded funds (ETFs) to capitalize on this growing power demand. Funds focusing particularly on the semiconductor, infrastructure, and energy sectors have the potential to benefit positively from this new wave of demand driven by the AI revolution. Analysts predict that the energy-intensive nature of AI applications will cause a notable increase in global electricity consumption in the coming years. This creates new opportunities for companies operating in power generation, distribution, and efficiency, as well as for firms producing AI processors. In this context, certain ETFs offer investors exposure to this trend. Among these ETFs, funds that directly invest in AI and data center infrastructure stand out. These funds typically include semiconductor manufacturers, energy equipment suppliers, and cloud computing companies in their portfolios. The massive computing power required for training and running AI models is considered a key factor boosting the revenues of these companies. Additionally, ETFs focusing on clean energy sources such as renewable energy and nuclear power may also benefit from this trend. Data centers' shift toward carbon-neutral solutions to meet their growing energy needs makes investments in this area attractive. Investors aim to participate in the AI power demand surge through these diversified funds that cover both technology and energy sectors. This is not investment advice.

📊 NVDA — Piyasa Yorumu

▲ up · 65%

The news headline points to positive demand for the artificial intelligence sector, and NVDA, as a leading stock in this field, could directly benefit. Technical indicators also support this view: the stock has gained over 7% in the last 24 hours, with an RSI of 60 (indicating upside potential without entering overbought territory), and the price is trading above both its 20-day and 50-day moving averages. Although the MACD line remains below the signal line, overall momentum is positive. The short-term uptrend is expected to continue, but the risk of some profit-taking following the sharp rise in the last 24 hours should not be overlooked.

RSI 14
60.7
MACD
2.47
24h Δ
7.04%

📊 AMD — Piyasa Yorumu

▲ up · 65%

The news headline highlights that the surge in AI-driven power demand is creating opportunities for ETFs. Since AMD is a significant player in the AI chip market, this news could indirectly have a positive impact on the stock. Technically, while the RSI is in neutral territory (49.9) and the MACD is below the signal line, there has been a strong 6.1% rise in the last 24 hours. The price is above the 50-day moving average (309.1) but below the 20-day moving average (334.5), indicating potential for a short-term recovery. Overall, the news support and technical recovery signals favor an upward movement in the short term.

RSI 14
49.9
MACD
3.08
24h Δ
6.14%

📊 AVGO — Piyasa Yorumu

▼ down · 60%

AVGO shares fell more than 5% in the last session, dropping to 399.83. Although the RSI at 34.6 is approaching oversold territory, the MACD line remains below the signal line and in negative territory, confirming weak momentum. The price is trading below both the 20-day (411.61) and 50-day (410.82) moving averages. While news headlines focus on AI power demand, this does not provide a direct catalyst for AVGO in the near term, and the technical outlook points to downward pressure. The short-term downtrend is likely to continue.

RSI 14
34.6
MACD
-4.14
24h Δ
-5.08%

📊 ARM — Piyasa Yorumu

■ neutral · 60%

ARM shares have declined 2.97% in the last 24 hours, with the RSI at 40.9, hovering near neutral territory. The MACD is below the signal line, indicating short-term momentum weakness. Although the news headline focuses on AI power demand, it remains unclear whether ARM is directly included in these ETFs. The price remains below the 20-day moving average (214.8) but close to the 50-day average (198.0). Therefore, a clear short-term direction is difficult to determine, and the market's reaction to the news may be limited.

RSI 14
40.9
MACD
-1.14
24h Δ
-2.97%
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