The attention goes to chatbots, models, and training. The harder problem is physical: the chips, power, cooling, networking, and real estate that make AI run. Demand is straining the entire data center supply chain at once, not just semiconductors. Power has become the key bottleneck, pulling utilities, nuclear energy, and grid equipment into the AI conversation. VanEck’s new ETF, the Data Center Supply Chain ETF (RACK), targets the companies building that foundation. It invests across four supply chain segments: semiconductors, nuclear energy, data center solutions, and power infrastructure. RACK offers targeted exposure to the buildout itself: not the hyperscalers spending the money, but the companies they’re spending it with. More about RACK. |
|
Follow the AI capex. AI demand is straining the entire data center supply chain: chips, power, cooling, networking, and real estate, with power the emerging bottleneck. VanEck’s new ETF, RACK, targets the buildout itself—not the hyperscalers spending the money, but the companies they’re spending it with. Check out RACK today. |
|
Power is the AI bottleneck. Demand is pulling utilities, nuclear energy, and grid equipment into the AI conversation. VanEck’s new ETF, RACK, targets the buildout—not the hyperscalers but the companies they’re spending with. Check out RACK.*
*A message from our sponsor. |
|
|
Share the Brew, watch your referral count climb, and unlock brag-worthy swag. Your friends get smarter. You get rewarded. Win-win. Your referral count: 5 Click to Share Or copy & paste your referral link to others: brewmarkets.com/r/?kid=9ec4d467 |
|
|
✢ A Note From VanEck Important Disclosures This is not an offer to buy or sell, or a recommendation to buy or sell any of the securities, financial instruments or digital assets mentioned herein. The information presented does not involve the rendering of personalized investment, financial, legal, tax advice, or any call to action. Certain statements contained herein may constitute projections, forecasts and other forward-looking statements, which do not reflect actual results, are for illustrative purposes only, are valid as of the date of this communication, and are subject to change without notice. Actual future performance of any assets or industries mentioned are unknown. Information provided by third party sources are believed to be reliable and have not been independently verified for accuracy or completeness and cannot be guaranteed. VanEck does not guarantee the accuracy of third party data. The information herein represents the opinion of the speaker(s), but not necessarily those of VanEck or its other employees. An investment in the Fund may be subject to risks which include, among others, risks related to investing in data center supply chain companies, equity securities, information technology sector, industrials sector, utilities sector, foreign securities, depositary receipts, real estate investment trusts, small-, medium and large-capitalization companies, market, operational, index tracking, authorized participant concentration, new fund, no guarantee of active trading market, trading issues, passive management, fund shares trading, premium/discount, liquidity of fund shares, non-diversification, index-related concentration and issuer-specific changes risks, all of which may adversely affect the Fund. Small- and medium-capitalization companies may be subject to elevated risks. Investing involves substantial risk and high volatility, including possible loss of principal. An investor should consider the investment objective, risks, charges and expenses of the Fund carefully before investing. To obtain a prospectus and summary prospectus , which contains this and other information, call 800.826.2333 or visit vaneck.com/etfs. Please read the prospectus and summary prospectus carefully before investing. © Van Eck Securities Corporation, Distributor, a wholly owned subsidiary of Van Eck Associates Corporation. |
|
|
ADVERTISE // CAREERS // SHOP // FAQ Update your email preferences or unsubscribe . View our privacy policy . Copyright © 2026 Morning Brew Inc. All rights reserved. 22 W 19th St, 4th Floor, New York, NY 10011 |
|