Think the AI Bull Market Is Just Getting Started? These 3 ETFs Are Positioned for the Next Leg

VGT and SMH deliver AI exposure from two angles: 326 broad tech holdings or 26 concentrated chipmakers built for semiconductor-focused growth.

Morgan Stanley estimates over 80% of nearly $3 trillion in AI infrastructure spending expected through 2028 has yet to be deployed.

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Artificial intelligence has been one of the predominant forces moving markets over the past several years. While massive gains have left some investors wondering whether they have missed the opportunity, AI adoption remains in its early innings, with businesses continuing to invest heavily in the infrastructure needed to support the technology.

That said, investors do not necessarily need to pick the next winning AI stock to benefit from this trend. ETFs such as the Vanguard Information Technology ETF (VGT) , VanEck Semiconductor ETF (SMH) , and Global X Artificial Intelligence ETF (AIQ) offer diversified exposure to varying parts of the AI landscape.

From manufacturers of semiconductors to companies dealing in cloud computing, software development, and AI automation, these ETFs provide diversified ways to participate in the next phase of AI-driven growth.

Despite the strong rally in AI-related stocks, the long-term investment opportunity may still be in its early stages. This is supported by research from Morgan Stanley that estimates that more than 80% of the nearly $3 trillion in AI infrastructure investment expected through 2028 has yet to occur, suggesting significant spending remains ahead.

This spending is expected to benefit a large range of companies across the AI landscape, ranging from semiconductor manufacturers, software companies, and more.

Rather than trying to identify the next winning AI stock, the following ETFs can be used to gain diversified exposure to this long-term trend while also reducing single-stock risk.

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The Vanguard Information Technology ETF (VGT) provides broad exposure to many of the companies driving AI adoption. Of its 326 current holdings, top names include Nvidia (NVDA), Microsoft (MSFT), Micron (MU), and Broadcom (AVGO).

While VGT is not exclusively an AI fund, its diverse holdings provide exposure to cloud computing, semiconductors, enterprise software, and network infrastructure, all industries expected to grow as AI continues to expand.

With an expense ratio of just 0.09%, VGT provides an affordable way for investors to participate in the long-term adoption of artificial intelligence.

For investors seeking more concentrated AI exposure, the VanEck Semiconductor ETF (SMH) focuses on the companies building the chips that power AI. The fund currently has 26 total holdings, including companies such as Nvidia (NVDA), Taiwan Semiconductor (TSM), Micron (MU), and Intel (INTC).

Although SMH has proven to be more volatile than broader technology funds, continued demand for AI infrastructure and advanced computing could support long-term growth for the industry.