Finance
TCAI ETF: There is no AI without the infrastructure
Date: 2026-07-16 20:36:10
Artificial intelligence is transforming the global economy—but AI doesn’t run on software alone. It requires massive investments in power generation, data centers, fiber networks, utilities, and digital infrastructure to make it all possible.
In this episode of the Dividend Stockpile, I’m joined by Rob Thummel from Tortoise Capital to discuss the TCAI ETF and why they believe the biggest AI investment opportunity may not be the AI companies themselves—but the infrastructure that powers them.
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