Artificial intelligence (AI) is no longer a future concept. It is already reshaping how businesses operate, how data is processed, and how entire industries compete.
For investors, the challenge is not believing in AI's potential. It is figuring out how to invest without needing to pick the single company that gets everything right. That is where ASX exchange traded funds (ETFs) can help, offering diversified exposure to AI-related growth in a simple and accessible way.
Here are three ASX ETFs that provide different angles on the AI theme.
Image source: Getty Images
Betashares Global Robotics and Artificial Intelligence ETF (ASX: RBTZ)
The Betashares Global Robotics and Artificial Intelligence ETF is probably the most direct way to invest in AI through the ASX.
This ASX ETF focuses on stocks that are involved in robotics, automation, and artificial intelligence, covering both hardware and software. This includes businesses building the tools that allow AI systems to function in the real world, not just consumer-facing applications.
Top holdings include NVIDIA (NASDAQ: NVDA), Intuitive Surgical (NASDAQ: ISRG), and Keyence (TYO: 6861). These are companies that benefit from increased demand for computing power, automation, and precision technology as AI adoption accelerates.
For investors who want targeted exposure to AI as a long-term structural trend, the Betashares Global Robotics and Artificial Intelligence ETF offers a clear and focused option. It was recently recommended by analysts at Betashares.
Betashares Nasdaq 100 ETF (ASX: NDQ)
The Betashares Nasdaq 100 ETF is another ASX ETF to consider for AI exposure. It provides a broader, but still powerful, way to invest in this megatrend.
Rather than focusing solely on artificial intelligence, the fund tracks the Nasdaq 100 Index, which includes many of the companies leading AI development and commercialisation. These businesses tend to have the scale, capital, and data needed to deploy AI at speed.
Key holdings include Microsoft (NASDAQ: MSFT), Alphabet (NASDAQ: GOOGL), and Amazon (NASDAQ: AMZN). AI is not their only growth driver, but it is increasingly embedded across their products and services.
The Betashares Nasdaq 100 ETF could suit investors who want AI exposure without relying on a single theme, blending innovation with established global leaders.
Betashares Cloud Computing ETF (ASX: CLDD)
The Betashares Cloud Computing ETF is a third ASX ETF to look at for AI exposure. It focuses on the infrastructure that makes AI possible.
AI relies heavily on cloud computing for data storage, processing, and scalability. This ETF invests in companies that provide the platforms and services enabling AI workloads to run efficiently.
Holdings include Salesforce (NYSE: CRM), ServiceNow (NYSE: NOW), and Snowflake (NYSE: SNOW). As AI models become more data-intensive, demand for cloud-based solutions is expected to rise alongside them.
This fund was also recently recommended by Betashares.
